News
Insights
Recent Posts
- Key Takeaways From the 2026 AICPA Not-for-Profit Industry Conference: Building Resilience in an Era of Change
- FAQs About Resolving Small Business Tax Issues
- Where to Look When You Need to Improve Profit Margins
- Business and Other Mileage Rates Increase for the Second Half of 2026
- Approaching Nonprofit Mergers With Intentionality
- Turn Raw Data Into Actionable Insights With Dashboard Reporting
- Stress Testing: A Smart Way to Manage Today’s Business Risks
- Midyear Tax Planning: Review Opportunities to Save Taxes This Year (or Next)
-

How KPI’s and Data Can Strengthen Your Employee Benefit Plan
As we move in to a more automated and data-driven workforce, there’s one buzzword that seems to rise above the rest, Key Performance Indicator (KPI). It’s consistently driven home that…
-

Preparing for an Employee Benefit Plan Audit
Not all Employee Benefit Plans are created equal and not every plan requires an audit. An employee benefit plan audit (EBP) is an audit of the plan’s financial statement. The…
-

Important Changes to Your Employee Benefit Plan: SECURE Act and CARES ACT
In recent years, legislation passed by the United States Congress poses many possible changes to your employee benefit plan that will require an amendment to the Plan Document. Below, we…
-

Understanding the Basics of Employee Benefit Plan Audits
Is your Employee Benefit Plan in compliance with federal regulations? The Employee Retirement Income Security Act of 1974 (ERISA) requires that some companies offering employee benefit plans must have the…
