Search Results

Article
How to Evaluate the Personal Aspects of a Potential Business Transaction
Establish your objectives, both personally and professionally, to help line up a successful business transaction.
More
Article
Taxpayers in Oil and Gas Industry Face Key Changes with New Tax Law
Tax reform affects oil and gas companies on an individual and business level because they hold investments in a variety of entity types. We outline the details.
More
Article
Do I Need a Penetration Test for SOC Compliance?
Penetration testing is a way to demonstrate compliance and security posture to the SOC auditor, your clients, and board members.
More
Article
New Tax Reform Offers Key Opportunities for Wineries and Vineyards
Learn how tax reform affects wineries and vineyards and the opportunities it may present.
More
Article
SOC for Cybersecurity: How to Check the State of Your Cyberrisk Program and Build Stakeholder Confidence
Mitigate cyber threats and build stakeholder confidence with a SOC for Cybersecurity audit.
More
Article
Representing AI Controls in Your SOC 2 Report
If your company uses AI, it’s critical to include AI-specific controls in SOC 2 reporting to maintain trust and compliance.
More
Article
Prep Your Private Foundation for Year-End in Three Key Areas
Though year-end 2015 may seem distant, now’s the time for private foundations to review their preparedness to meet minimum distribution requirements, use or create excess distribution carryovers, and take advantage of reduced excise tax rates.
More
Article
Impacts of SECURE 2.0 and Qualified Charitable Distributions on Fundraising
Qualified charitable distributions changes in the Setting Every Community up for Retirement Enhancement Act of 2022 (SECURE 2.0).
More
Alert
GASB Aligns the Accounting for Compensated Absences
This statement aligns measurement guidance for compensated absences and refines related disclosure requirements. Learn more.
More
Alert
Claim a Refund for Texas Franchise Tax Paid on Fuel Surcharge Reimbursements
Texas trucking companies that paid the state’s franchise tax on fuel surcharge reimbursements may be able to claim a refund of that amount. We look at what practices may make your company eligible for a refund in this Alert.
More
Alert
California and Arizona Offer COVID-19 Employee Training Grants
Businesses in California and Arizona could have costs reimbursed for training new employees during the pandemic.
More
Alert
SEC Issues Order Extending Annual Reports Filing Deadline for Certain Broker-Dealers
The SEC has introduced a 30-day filing extension for certain smaller broker-dealers that file annual reports. Learn more.
More
Article
Five Tips to Transition Your Organization Toward Value-Based Care
Learn how being strategic, investing in population health, and more can help your health care organization shift toward value-based care.
More
Article
Explore 4 Tax and Cybersecurity Planning Tips to Boost Growth
Explore four growth opportunities to help decrease your tax liability and boost cybersecurity.
More
Article
Holistic Approaches to Construction Projects Through 3P and Contracting Strategies
3P workshops can help you envision your future facilities and design to specific concerns while using cost-saving contract language.
More
Alert
Amended Guidance to Modernize Accounting for Internal-Use Software
Subtopic 350-40 was amended to remove references to software development stages and to clarify the capitalization threshold.
More
Article
3 Tips to Stay Compliant with the California Consumer Privacy Act
Most companies with operations or customers in California will need to comply with new rules for collecting consumer information. Learn how to prepare.
More
Article
Tips to Prepare for Increased Health Care Deal Scrutiny in the US
New federal and state antitrust regulations for health care entities could add to regulatory burdens and affect deals.
More
Article
Risk and Business Continuity Planning: Trends and Lessons from COVID-19
Bank Director’s 2020 Risk Survey provides clarity for strategic decision-making as banks emerge from the COVID-19 shutdown.
More
Webcast
AI Solutions in Action: Build, Partner, or Buy
Choose the right AI solution that aligns with your business strategy and ethics framework with these tips. Learn more.
More

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.