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Succession Planning Made Simple for Construction Companies
Are you prepared to transition the ownership of your business? Consider these five fundamental questions as you develop your succession plan.
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Article
Craft Effective Spending Policies for Your Foundation or Not-for-Profit Organization
Spending policies can help private foundations keep spending on-mission and under budget, while instilling donor confidence. Learn how to create one.
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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.
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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.
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Alert
Tax Reform Limits Deductions on Meals and Snacks Provided to Employees
Employers that meet certain qualifications may be able to deduct their expenses for meals and snacks provided to employees. Our Alert has details.
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Alert
SEC Proposes to Simplify and Enhance MD&A Disclosures
The SEC issued a proposed rule to simplify disclosure requirements in Regulation S-K and enhance management’s discussion and analysis.
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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.
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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.
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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.
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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.
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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).
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Article
Look to the Right Peers When Setting Executive Compensation
What do you pay a not-for-profit’s executives? Attracting and retaining talent is vital, but you can’t risk tarnishing your reputation with regulators, government funding sources, contributors, members, or the media. This Insight gives an overview.
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Alert
How to Prepare for Changes to SOC 2 Reporting
AICPA 2017 Trust Services Criteria requires enhanced SOC 2 reporting. Learn how your organization can prepare.
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Article
Increase the Potential of Your Tribal Businesses with Advanced Business Planning
Your tribal government can increase the potential of its businesses with an effective business plan. Learn steps to create, implement, and benefit from your plan.
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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.
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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.
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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.
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Article
Explore 4 Tax and Cybersecurity Planning Tips to Boost Growth
Explore four growth opportunities to help decrease your tax liability and boost cybersecurity.
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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.
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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.
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