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Recent Posts

  • It’s Time to Start Preparing Your Nonprofit’s Annual ReportAUGUST 21st, 2026
  • Why Profitable Businesses Still Run into Cash Flow ProblemsAUGUST 20th, 2026
  • Accounting Teams Need More Than Number SkillsAUGUST 19th, 2026
  • Making Smarter Capital Investment DecisionsAUGUST 18th, 2026
  • Maner Costerisan Charity Golf Outing Raises Funds for Family Outreach CenterAUGUST 18th, 2026
  • Why (And How) Your Nonprofit Should Cultivate Relationships with Major DonorsAUGUST 13th, 2026
  • How Can Barcodes Improve Asset Management?AUGUST 12th, 2026
  • Maner Costerisan Rises Six Spots in National Accounting Firm RankingsAUGUST 12th, 2026
  • Peer Review: Governmental Updates

    Peer Review: Governmental Updates

    July 2nd, 2024 | Audit & Assurance | Small & Midsize Businesses
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    Yellow Book CPE Requirements: Are You Ready? A common question firms are asking AICPA Peer Review staff is what exactly is required related to the Yellow Book continuing professional education…

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  • Digital Assets: Considerations for Existence, Rights, & Obligations, and Valuation

    Digital Assets: Considerations for Existence, Rights, & Obligations, and Valuation

    July 2nd, 2024 | Audit & Assurance | Small & Midsize Businesses
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    The practice aid, Accounting for and Auditing of Digital Assets, will be updated soon to include two new auditing chapters covering key assertions for consideration when performing engagements involving digital…

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  • Completing Peer Review Engagement Profiles 

    Completing Peer Review Engagement Profiles 

    July 2nd, 2024 | Audit & Assurance | Small & Midsize Businesses
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    Completing engagement profiles for the engagements selected in your firm’s peer review is a critically important step which gives the reviewer an outline of key engagement details, such as non-attest…

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  • Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers

    Maximizing Your 529 Plan: New Opportunities with Roth IRA Rollovers

    June 24th, 2024 | BY Nate Whitson | Wealth Management | Affordable Housing | Cannabis | Construction | Education | Employee Benefit Plans | Government | Healthcare | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    When planning for higher education expenses, many families turn to 529 Plans for reliable savings. What is a 529 Plan? It offers families the benefit of tax-free growth on investments,…

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  • SECURE 2.0: Which Provisions Went Into Effect in 2024?

    SECURE 2.0: Which Provisions Went Into Effect in 2024?

    June 20th, 2024 | Wealth Management | Affordable Housing | Cannabis | Construction | Employee Benefit Plans | High Net Worth | Manufacturing | Nonprofit | Small & Midsize Businesses | Telecommunications
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    The Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act was signed into law in December 2022, bringing more than 90 changes to retirement plan and tax laws. Many of…

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