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Article
How Wineries Classify and Track Trade Spending
Classifying trade spend costs can be confusing, especially in a three-tier system that the wine industry follows. We cover exceptions and some tips for wineries and their distributors.
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Article
A Framework for Strengthening Your Organization’s Third-Party Risk-Management Program
Learn the five key components of a successful third-party risk-management program as well as how to classify vendor relationships.
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Foundations
Foundations represent the largest segment of our Not-for-Profit Practice. We provide a broad spectrum of services related to board development and education, taxable expenditures, and more.
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Article
A Guide for Navigating SOC 2 and Trust Services Criteria
The criteria enhances SOC 2 reporting by providing greater coverage over IT governance and operational management. Learn more.
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Webcast
Overview of the Second Round of PPP Loans for Restaurants and Hospitality
Join us for an overview of the new round of Paycheck Protection Program legislation for restaurants and hospitality.
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Regulatory Compliance
Improve compliance strategies and avoid the consequences of noncompliance by evaluating compliance risk and testing compliance programs.
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Security Assessments
Our comprehensive IT security assessments can provide an independent review and analysis of your organization’s security and related practices, including network infrastructure design, network perimeter protections, anti-malware strategy, and security management.
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Article
Business Valuation FAQ: Benefits, Methods, and Process Overview
A valuation can help business owners assess the value of their assets, particularly if change is on the horizon. Learn more.
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Government Contractors
Confidently navigate business disruption and develop compliance programs for your government-contracted projects.
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Article
Ethical Behavior in the Midst of Fraud
It’s difficult to know what to do when you identify a potential instance of fraud, let alone how to address it professionally and effectively. Here’s how to set the right tone, address red flags, and aid in an investigation.
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Article
How to Determine Your Institution’s Financial Responsibility Composite Scores
The Higher Education Act (HEA) authorizes the US Department of Education to determine financial responsibility of institutions.
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Article
Tips for Becoming a Multi-Unit, Multi-Concept Franchise Operator
Explore the pros and cons of expanding a franchise restaurant operation, and some key considerations of the venture.
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Article
Improve Your Productivity and Processes with a Holistic Lean Approach
A lean approach to your business can provide a holistic assessment to your business that inspires continuous improvements.
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Webcast
How to Perform a Successful Business Performance Assessment
A business performance assessment (BPA) can help you identify key challenges and opportunities for your business. Learn more.
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Article
Considering Selling Your Company? Evaluate These Factors First
Learn the external, internal, and personal factors you should evaluate before deciding to sell your company.
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Article
Guide Your Telemedicine Services from Quick Launch to Long-term Success
Learn solutions for virtual care challenges caused by quick implementations during the initial pandemic response.
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Credit Unions
In a stringent regulatory environment, compliance is critical to maintaining the long-term financial health of your credit union. We work with credit unions whose total assets range from $10 million to more than $13 billion, and we tailor our services to your institution’s needs.
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Alert
Improved Lessor Accounting for Certain Leases with Variable Lease Payments
Read our Alert to learn about the update’s key provisions as well as its effective dates for all entities.
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Article
Reduce Your Company’s Tax Liability to Reinvest in Your Employees
Learn about available people-related opportunities to reduce your company’s tax burden, allowing you to reinvest in your employees.
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Alert
Washington Tax Exemption: Emergency-Related Government Financial Assistance
Washington taxpayers are exempt from select taxes on qualifying grants from emergency government assistance. Learn details.
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Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Baker Tilly Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.