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The Future of Banking and How to Find Your Competitive Edge
Learn how COVID-19 has changed the banking ecosystem and how you can best position your financial institution for success.
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Article
Navigate Lease Accounting Changes to Boost Agribusiness Compliance and Strategy
Learn how changes to lease accounting practices impact agribusinesses and how to improve financial strategies accordingly.
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Article
Tax Planning Strategies for Your Estate to Help Boost Your Portfolio
When and where you realize capital gains can have a major impact on your estate and portfolio.
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BTxMA Foundation Leaders Roundtable Breakfast
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Article
Protect Health Data: SOC Controls, HIPAA, and HITRUST Compliance Intersect
Health care organizations can leverage System and Organization Controls (SOC), HIPAA, and HITRUST frameworks to maintain security and compliance.
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Article
How to Avoid the IRS Dirty Dozen and Other Common Tax Scams
The IRS cautions taxpayers to be on the lookout for deceptive communications via email, text messages, or phone calls.
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Article
How to Use Contract Language to Control Construction Project Costs
Learn how your organization can use contract language to control construction costs.
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Credit Risk Management and Loan Review
Identify weaknesses in your underwriting or documentation and develop improvements to reduce systemic risk, monitor loans and activity, and more.
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Beyond the Desk
Joleen Lawson: Let’s Talk About Disability
Joleen explores her journey toward diagnosis in this year’s celebration of National Disability Independence Day.
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Transferable Direct Pay Credit Registration
Realize renewable energy tax credits by successfully navigating the project registration application process with professional insights and guidance.
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Article
New Portland Tax Further Complicates Oregon’s Tax Landscape
Oregon voters approved a new tax that would fund preschools and go into effect January 2021. Learn more.
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Article
Proactive Trust and Estate Planning: A Strategic Imperative
Trust and estate planning is of the utmost importance when securing your legacy. Learn more about creating your estate plan.
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Article
High-Tech Sustainability: Wineries Turn to High-Tech Solutions for Sustainable Business
While many are steeped in history, wineries are now modernizing with high-tech solutions. To increase efficiency and sustainability, they’re tackling everything from water to pesticides to automation.
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Article
SEC’s T+1 Settlement Requirements, Impacts, and Technology to Help
New rule from the SEC requires speedier transaction times but technology can help organizations prepare.
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Article
5 Steps to Improve Operating Room Efficiencies as Elective Procedures Resume
Focusing on excess capacity, surgeon support, and more can help boost efficiencies as elective procedures resume after the initial halt due to COVID-19.
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Beyond the Desk
Megan McFarland: Self-Care and Boundaries
Megan McFarland addresses boundaries at work during this year’s Women’s History Month celebration.
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Article
Compare Donor-Advised Funds to Private Foundations
Capitalize on donor-advised fund (DAF) charitable giving and the impact of tax codes. Results vary depending on techniques.
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Article
What Form 990 Says About Your Organization
Form 990 reveals an organization’s financials, mission, major programs, governance, and regulatory compliance.
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Domo
Easily access and compile your organization’s data sources with Domo, an analytics visualization platform.
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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.