News & Insights
Recent Posts
- When the Sale of an Appreciated Home Triggers Taxes — and When it Doesn’t
- Accounting for Business Combinations
- Behind on Bookkeeping? Here’s How to Get Back On Track
- Is Your Nonprofit Properly Insured?
- Rethink Inventory Management
- AICPA Peer Review Updates: Quality Management Standards, GQC Resources, and More
- Self-Employed? Don’t Overlook Valuable Tax Deductions
- Reviewing the May 2026 Markets
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Defined Contribution Plans Mandatory Lifetime Income Disclosures
With the intent to give retirees more visibility into how retirement savings translate into lifetime income, as part of the Setting Every Community Up for Retirement (SECURE) Act of 2019,…
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Simplifying the Complexities of Governmental Financial Statements
Every year it seems that financial statements are getting longer and more complicated due to new implementations and pronouncements by GASB (Governmental Accounting Standards Board). As a result, knowing the…
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Form 5500 and How to Avoid Three Common Mistakes
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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How KPI’s and Data Can Strengthen Your Employee Benefit Plan
As we move in to a more automated and data-driven workforce, there’s one buzzword that seems to rise above the rest, Key Performance Indicator (KPI). It’s consistently driven home that…
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Preparing for an Employee Benefit Plan Audit
Not all Employee Benefit Plans are created equal and not every plan requires an audit. An employee benefit plan audit (EBP) is an audit of the plan’s financial statement. The…