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SEC Rule Change Provides Potential SOX Costs Relief for Smaller Companies
The change alters filing status definitions for public companies. It could provide relief from compliance and audit costs.
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Alert
IRS Issues Final Regulations: Net Investment Income Tax for Private Higher Education
Learn about key changes to the 1.4% excise tax some institutions must pay on their net investment income.
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Article
Use a 5-Stage Strategic Plan to Implement New Technology
Learn the 5 stages of strategic technology planning along with considerations and questions for each stage to help breakdown the process.
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Article
Understand the Valuation of Your Loan Portfolios
Learn the definition of fair value along with the valuation methods that could apply to your loan portfolios.
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Article
4 Revenue Recognition Adoption Tips as 2020 Effective Dates Approach
Revenue recognition changes introduced in ASC Topic 606 will soon be effective. Discover four key adoption tips and more.
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Article
How to Build an Effective and Efficient Compliance Program at Your Financial Institution
Learn the three key steps to building an effective compliance program: setting the tone, building a team, and implementing a training program.
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Article
How to Navigate Transition Planning: Strategies for You and Your Business
Before a merger or acquisition, map your privately held business’ transition strategy with our transaction planning checklist.
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Article
How Private Foundations Differ from Public Charities
Learn differences between the two types of charitable organization as well as pros and cons of each.
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Article
How to Fund a Buy-Sell Agreement with Life Insurance and Transition Your Business
Buy-sell agreements are for a business’s long-term success. Learn how life insurance provides the cash to fund a buyout.
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Article
ESG Investing: Why Sustainable Investment Strategies Are on the Rise
Concerned about the effects of your investments? Learn benefits of environmental, social, and governance (ESG) investing.
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Article
GASB Amends Implementation Guidance for Capital Assets
Implementation Guide No. 2021-1 amends the requirements for capital assets significant in the aggregate.
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Article
How to Control Your SOX Compliance Costs
Reevaluating SOX procedures, while operating in a post-pandemic environment, could allow you to cut costs.
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Article
Increase Cash Flow with Tax Methods for Repair and Maintenance Costs
Learn how your past building repairs may provide tax savings opportunities.
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Article
Overview of APIs: Value, Benefits, and How to Avoid Vulnerabilities
Application Programming Interfaces offer quick transfer of information, but need to be properly inventoried. Learn details.
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Article
5 International Tax Considerations for Contracting Multinational Companies
Our article explores the five international tax planning opportunities that can help facilitate a seamless transition.
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Article
The 6 Intangible Costs of a Cyberbreach
Breaches can cost more than just lost data or access to systems. Learn tips to protect your organization.
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Article
Explore Custom Solutions for Business Data Strategy and Governance with Domo
Data strategy and governance processes can help organizations test and visualize data for data-driven conclusions.
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Article
Prepare for Third-Party Risk Management Challenges
Third-party service providers can help companies scale operations without the costly overhead, but not without inherent risks.
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Alert
Not-for-Profits Must File Form 1024 Electronically for Tax-Exemption Status
Some organizations pursuing tax-exempt status will now need to file Form 1024 online with accompanying application fees.
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Alert
2022 Proposed Changes to the Medicare Cost Report and Instructions
A CMS notice has many of the same proposals from 2020 plus revisions to exhibit templates and some revised instructions.
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