News & Insights
Countdown to Compliance: Navigating SECURE 2.0’s Plan Amendment Deadlines
October 9th, 2025
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Audit |
Employee Benefit Plans
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
October 6th, 2025
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Audit & Assurance |
Nonprofit
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
September 18th, 2025
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Audit |
Audit & Assurance |
Financial Statement & Audit Preparation
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
September 1st, 2025
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Audit |
Peer Review
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
August 29th, 2025
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Audit & Assurance |
Strategy and Planning |
Tax
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 […]