Search Results

Top 5 missteps to endowment management under UPMIFA

Top 5 missteps to endowment management under UPMIFA

Are you managing your endowment funds under the current rules? See how you match up to these common issues in the application of UPMIFA.
What does SECURE 2.0 mean for small employers?

What does SECURE 2.0 mean for small employers?

SECURE 2.0 changes retirement plan rules for small employers with 100 or fewer employees.
Retirement plan changes for long-term, part-time employees

Retirement plan changes for long-term, part-time employees

SECURE 2.0 changes the rules for how long-term, part-time employees are treated for purposes of 401(k) and 403(b) retirement plans.
Making audit make sense

Making audit make sense

For too many boards, the audit committee remains a catch-all for issues that don’t seem to fit elsewhere. A roundtable discussion.
Income tax provision considerations for financial statement preparers

Income tax provision considerations for financial statement preparers

Financial statement preparers should consider the impact of new tax laws and regulations on income tax calculations and disclosures in their 2022 financial statements.
Year-end tax planning considerations

Year-end tax planning considerations

Tax planning considerations for businesses and individuals approaching the end of 2022.
Is outsourcing the answer to your hiring dilemma?

Is outsourcing the answer to your hiring dilemma?

Answers to the top 8 questions middle market businesses have around outsourcing and managed services.
Why the cloud now?

Why the cloud now?

For middle market businesses, the cloud offers accessibility, systems consolidation and simplified management—with an OpEx model.
Increasing a nonprofits impact through operational efficiency

Increasing a nonprofits impact through operational efficiency

Nonprofit organizations often have lean operational budgets. But a nonprofit that struggles with its operations will soon find itself with limited mission impact as well.
Pass-through entity elections are here to stay: What you need to know

Pass-through entity elections are here to stay: What you need to know

Pass-through entity elections are creating tax planning complexity. This article explains what you need to know and what you should do next.
Income tax, Charitable, and Estate Planning for Digital Assets

Income tax, Charitable, and Estate Planning for Digital Assets

Considering the income tax, charity and estate planning implications of digital assets, such as crypto, can minimize tax burden, comply with evolving regulations and pursue personal wealth goals.
Cybersecurity considerations: War in Ukraine

Cybersecurity considerations: War in Ukraine

Cybersecurity risks are increasing amid the Russia-Ukraine conflict. Here’s how you can prepare for and respond to a Russian cyberattack.
Inflation has risen – can I really raise my prices?

Inflation has risen – can I really raise my prices?

As companies across industries continue to grapple with inflation, more executives are taking a closer look at whether to increase prices.
Looking ahead to 2022

Looking ahead to 2022

Nearly two years into the pandemic, there are signs that the worst of a once-in-a-century shock to the global economy is beginning to fade.
Family office constitution: A governance framework built to last

Family office constitution: A governance framework built to last

The keystone of a family office governance framework is a constitution that provides guidance during transitions and times of conflict