News & Insights
Should Your Business Consider a Fiscal Year End?
April 1st, 2026
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Strategy and Planning |
Tax |
Small & Midsize Businesses
Most businesses close their books for tax and accounting purposes on December 31 because it aligns with the calendar year. But a calendar year isn’t always the best option. For […]
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7 Common Process Review Findings and What They Signal for School Districts
April 1st, 2026
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By Bethany Verble |
Consulting |
Strategy and Planning |
Education
At a glance, school finance operations often appear to be running smoothly. Deadlines are met, reports are completed, and payroll is processed on time. Behind the scenes, however, finance teams are managing […]
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Reviewing the February 2026 Markets
March 31st, 2026
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By Steven Guipe |
Wealth Management |
High Net Worth
Economic Shocks Recent geopolitical developments in the Middle East have unsettled global markets, particularly energy markets. A series of attacks against key US and Israeli sites, following earlier strikes on […]
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School District Audit Preparation: How to Prepare for an Audit in 2026
March 30th, 2026
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By Jeff Straus |
Audit & Assurance |
Consulting |
Financial Statement & Audit Preparation |
Outsourced Accounting Solutions |
Education
For many school district finance teams, audit season doesn’t show up all at once. It builds slowly. A missing document here. A follow-up request that takes longer than expected. A reconciliation that gets pushed […]
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IRS Releases Guidance on New Depreciation Deduction
March 30th, 2026
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Tax |
Tax Credits |
Small & Midsize Businesses
A new but temporary special depreciation allowance for qualified production property (QPP) was created by last year’s One Big Beautiful Bill Act (OBBBA). It’s available for certain manufacturing-related real property […]