News & Insights
News
Insights
Recent Posts
- What are the Common Warning Signs of Financial Distress?
- Cost vs. Coverage: Renewing Your Business’s Employee Health Plan
- Restricted Gifts and Your Nonprofit’s Responsibility
- Charitable Contribution Deductions: What to Know for Your 2026 Tax Return
- Expecting a Big Revenue Year? Consider Tax Moves Before Year End
- Make More Timely Business Decisions with Interim Financial Reports
- When the Record Matters: Better Board Minutes for Nonprofits
- Consider an Installment Sale to Optimize Taxes When Selling Your Business
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2021 Legislative Changes Plan Sponsors Need to Know
It seems like yesterday. The cliché is certainly true for 2021, not that long ago that we were preparing for the year 2021 and anticipating changes that were going to…
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Training Your Team to Manage the Complexities of New Federal Funding Usage
The increase in federal funding allocated to governmental entities has delivered much-needed financial support over the last year. While these funds were essential in assisting local governments in responding to…
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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,…