Thought Leadership at Your Fingertips

Explore new, evolving issues impacting forward-thinking individuals and businesses

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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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