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Guide
Succession Planning Guide
Moss Adams Succession Planning Guide
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Press Release
Moss Adams Admits New Partners
Learn about the firm’s continued growth, the unique expertise of our newest partners, and the value we’re delivering to clients across the West and beyond.
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Alert
AICPA Updates Service Organization Controls Engagements with Issuance of SSAE No. 18
The AICPA’s SSAE No. 18 redrafts standards for SOC examinations and other attestation engagements and replaces SSAE No. 16. Our Alert has details.
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Article
Protect Yourself from Financial Scams and Prevent Future Vulnerability
Elderly people aren’t the only ones vulnerable to financial scams. Learn how you can protect yourself and your loved ones from fraud.
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Webcast
Tools and Insights for Leveraging Financial Data Analytics
Discover how the adoption of a data-driven approach to decision making can help accelerate change in your business.
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Alert
OregonSaves: What Small Employers Need to Know About the State-Run Retirement Program
OregonSaves helps Oregon employers provide better retirement savings opportunities to their employees. Discover effective dates, exemptions, and more.
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Press Release
Moss Adams appoints managing director of new technical accounting consulting group
Moss Adams announced Dee Mirando-Gould as managing director of its new technical accounting consulting group. Read the release.
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Webcast
Raising Capital: Trends, Best Practices, and Lessons Learned
Explore strategies and trends for raising capital and hear from executives who have raised funds for their companies.
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Article
Auditing Risk-Bearing Contracts: Mitigate Transaction Processing Exposure
Internal audits of risk-bearing contracts can help reduce a health care organization’s financial exposure.
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Article
Three Steps to Help Your Utility Implement Changes to Lease Accounting
Changes to the standard include revised definitions of a lease and amendments to measurement, recognition, and financial statement disclosure requirements.
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Article
Determining if a Construction Audit Makes Sense for Your Tribal Entity
Learn if a construction audit makes sense for your tribal entity—and what to expect from your auditors.
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Article
American Viticultural Area Valuations Offer Potential Tax Savings for Wineries
Owning a winery in an AVA could result in significant tax benefits, but the valuations process is complex. Here’s what vintners need to know.
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Web Page
Lean Subscription Service
Lean Subscription Services offer virtual access to coaching, tools, and materials to help realize your organization’s potential and your promise as a lean leader.
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Case Study
Case Study: Cloud ERP System Streamlines Operations for Agribusiness Company
An irrigation company improved inventory management after upgrading their enterprise resource planning (ERP) management system.
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Web Page
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
Risk Management for Institutions of Higher Education
Beyond the risks inherent in financial reporting and federal compliance, today’s organizations face increasing demands for information and a constantly expanding use of technology—both of which bring reputational and financial risk with them. We look at priorities and steps to take in this Insight.
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Article
Is Life Insurance Funding Your Buy-Sell Agreement? It’s Time to Dust Both Off
Contractors frequently use life insurance to fund their buy-sell agreements. After all, it’s a simple mechanism to pay out cash when it’s needed. The catch? Most companies don’t revisit their policies frequently enough to keep them aligned with their buy-sells or their changing needs.
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Article
Forgetting to File California’s Form SI-100 Comes with Consequences
Who’d guess a one-page, biennial filing could cause so much trouble for California corporations? As the secretary of state and Franchise Tax Board take steps to penalize organizations that fail to file, we look at what’s required.
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Web Page
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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Article
Q4 Tax Update for Technology, Clean Technology, Life Sciences, and Communications and Media Companies
In this Q4 update, we cover important tax issues for companies in technology, clean technology, life sciences, and communications and media, including what your organization can do to stay ahead.
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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 Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.