Thought Leadership at Your Fingertips
Explore new, evolving issues impacting forward-thinking individuals and businesses
SEC Proposes More Changes to Modernize Regulation S-K Disclosure
On August 8, 2019, the SEC proposed amendments to the description of business, legal proceedings, and risk…
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Retirement Plan Access Expanding for Small Businesses
According to the U.S. Department of Labor (DOL) approximately 38 million private-sector employees do not…
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Family Office Structuring in Light of Lender Ruling
Recent court rulings and tax reform legislation has an impact on family office expense deduction.…
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Final Regulations Remove Two-Year Deferral of Advance Payments for Inventoriable Goods
On July 11, 2019, the IRS and Treasury released final regulations removing Section 1.451-5 of…
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Cash Flow Optimization Strategies for Facilitating Growth
The life blood of all companies large and small is cash, but more specifically, the…
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What Plan Sponsors Need to Know About DOL Enforcement and Red Flags
Being selected for a Department of Labor (DOL) audit is not exactly a prize most…
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Five Common Misconceptions about Wealth Management
When it comes to portfolio management, there is no one perfect strategy. Preserving and accumulating…
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Changes to Standards for ERISA Employee Benefit Plan Audits
Last week, the AICPA’s Auditing Standards Board (ASB) released new standards (SAS No. 136) regarding…
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Charitable Contribution Deductions Limited with State Tax Credits
On June 13, 2019, the IRS and Treasury Department issued final regulations under Section 170, limiting federal…
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How to Effectively Communicate Cybersecurity Risk to Leadership
Your organization’s leadership (and if applicable, Board of Directors) have a responsibility to protect the…
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