News & Insights

Countdown to Compliance: Navigating SECURE 2.0’s Plan Amendment Deadlines

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Deadlines are quickly approaching for ERISA employee benefit plans. Not only must plan sponsors comply with the provisions set forth in the Securing a Strong Retirement Act of 2022 (SECURE […]

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The Search is On: Finding an Independent Auditor

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Even if your not-for-profit isn’t legally required to obtain independent audits, such audits can enhance financial transparency, increase accountability and help you build trust with your stakeholders. But how do […]

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Audit Alert: Beware of Potential Conflicts of Interest

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As year end approaches, many businesses will soon be preparing for their annual audits. One key consideration is ensuring there are no potential conflicts of interest that could compromise the […]

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AICPA Peer Review Updates: Quality Management, New Standards, and More

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The New QM Standards are Just Around the Corner – Are You Ready?  The effective date of the new quality management standards continues to quickly approach. Recall that a firm’s […]

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Turning State Tax Complexities Into a Plan for Success: The Role of Trusted Advisors

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State tax laws are evolving rapidly, with broadening nexus standards, shifting apportionment rules , aggressive enforcement tactics, and growing divergence from federal standards. As a result, companies operating across multiple U.S. states […]

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