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Recent Posts

  • The Pros and Cons of Alternative Investments for NonprofitsJUNE 16th, 2026
  • The Audit Findings That Never Seem to Go Away – And How Municipalities Can Fix Them JUNE 15th, 2026
  • Looking for Funding? Consider SBA LoansJUNE 12th, 2026
  • Protect Yourself From Fraudsters Impersonating the IRS and Other Tax ScamsJUNE 11th, 2026
  • Self-Employed? Don’t Overlook a Roth IRAJUNE 9th, 2026
  • Knowing What’s Coming: Why Every Local Government Needs a Capital Improvement Plan  JUNE 9th, 2026
  • Is an Advisory Board the Right Solution for Your Nonprofit?JUNE 8th, 2026
  • Three Key Considerations for Effective Grant Management in Local GovernmentsJUNE 4th, 2026
  • Mitigating Sales Tax Exposures Through Participation in Voluntary Disclosure Programs

    Mitigating Sales Tax Exposures Through Participation in Voluntary Disclosure Programs

    July 2nd, 2021 | Business Tax Services | Tax | Construction | Manufacturing | Small & Midsize Businesses
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    Almost three years after the U.S. Supreme Court issued its seminal decision in the Wayfair case, 45 states have enacted economic nexus rules. The rules require remote sellers to register…

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  • Sage Introduces New Matching Rules in 2021 Release 2

    Sage Introduces New Matching Rules in 2021 Release 2

    June 26th, 2021 | Business Accounting Software | Sage Intacct | Technology
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    Sage recently introduced a more flexible and robust way to match incoming transactions for reconciliation. Matching rules enable you to take that extra step in analyzing transactions against your Sage…

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  • Form 5500 and How to Avoid Three Common Mistakes

    Form 5500 and How to Avoid Three Common Mistakes

    June 18th, 2021 | Audit | Audit & Assurance | Employee Benefit Plans
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    For businesses with retirement plans it is crucial to understand Form 5500. The form reports on a significant amount of information about the plan. Form 5500 details the financial, actuarial,…

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  • Succession Planning Considerations for Telecom Leaders

    Succession Planning Considerations for Telecom Leaders

    June 17th, 2021 | Consulting | Succession Planning | Wealth Management | Telecommunications
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    Long before a business owner blows out the candles at their retirement party, a succession plan should be in place to ensure the company and its future leaders are set…

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  • Four Key Questions to Start Successful Succession Planning

    Four Key Questions to Start Successful Succession Planning

    June 17th, 2021 | BY Dave Nielsen | Consulting | Succession Planning | Wealth Management | Manufacturing
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    One of the most challenging events in a business owner’s life is business succession. Whether it is a transition to family member(s), or a sale to a private equity firm,…

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