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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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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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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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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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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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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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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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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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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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FedRAMP Advisory
Overcome challenges associated with becoming a FedRAMP-authorized cloud service provider with our advisory services or 3PAO assessments.
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Your Wealth Management Firm Was Acquired—Now What?
Learn how to evaluate whether your wealth management firm can support your financial goals following an acquisition.
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Beyond the Desk
Kasey Woodard: Supporting Service
Kasey, a military spouse, celebrates Veterans Day by acknowledging the sacrifices of her husband and two grandfathers.
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Beyond the Desk
Carol Suruki-Carmany: Resilient Women
Carol discusses the generations of strong women in her family that influenced her to create a life she’s proud of.
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$3 Billion Added in Provider Relief Funds and Reporting Requirements Revised
The Federal Appropriations Act introduces an additional $3 billion in Provider Relief Fund payments. Learn more.
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