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Posts (814) March 30, 2023 An Estate Planning “Road Map” Can Act As A Catchall For Your Final Thoughts Do your loved ones a favor by creating a “road map” to your estate plan. Contact us if you’d like help drafting an estate planning road map. Read More May 2, 2024 How To Communicate Accounting Information To Laypeople Stakeholders want accurate, transparent information about your organization’s financial performance. It’s up to you to supply them with information they fully understand to make informed decisions. Read More August 13, 2024 Mastering Working Capital Management In the fast-paced world of business, managing working capital efficiently can be the difference between thriving and merely surviving. Whether you're a small business owner, a finance manager, or an entrepreneur, understanding and optimizing your working capital is crucial for maintaining smooth operations and fueling growth. What is Working Capital? Working capital refers to the… Read More September 7, 2021 Give Your Staffers a Break with an Accountable Plan Without an accountable plan, your nonprofit and your staffers may pay unnecessary taxes on employee business expense reimbursements. Here’s how these plans work and how to set one up. Read More September 18, 2022 Using Agreed-Upon Procedures To Target Specific Items Of Concern If you want to know more about a specific account or nonfinancial matter, an agreed-upon procedures engagement may fit the bill. Read More September 6, 2023 Cut Taxes By Reimbursing Expenses With An Accountable Plan Could your nonprofit benefit from having an accountable plan? It provides a tax-advantaged way to reimburse staffers for certain work-related expenses. Read on for more about the advantages and possible drawbacks. Read More October 26, 2023 IRS Offers a Withdrawal Option to Businesses That Claimed ERTCs The IRS has created a path that businesses can use to withdraw unprocessed ERTC claims if they determine the claims are invalid. Read More April 23, 2018 Have You Conducted a Fee Equalization/Levelization? Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the industry is changing towards greater and more understandable disclosure. Read More April 23, 2018 Participant Corner: Rebalancing Your Portfolio This month’s employee memo provides participants with information on rebalancing portfolios — what it is, its purpose and how to complete one. Read More April 24, 2018 SD Mayer & Associates Joins BDO Alliance USA SD Mayer & Associates LLP, an accounting, technology and financial advisory services solutions provider, has joined BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms. Read More April 25, 2018 Accounting For Pledges Isn’t As Simple As It Might Seem If you don’t record donor pledges in the right financial period, you could run into audit issues and put your nonprofit’s funding in jeopardy. Here’s how to recognize such promises properly. Read More January 12, 2018 Impact of Tax Reform on Choice of Entity Determinations On December 22, 2017, President Trump signed into law sweeping tax reform (legislation known as The Tax Cuts and Jobs Act). Read More Load more Page 65 of 85« First«...102030...6364656667...7080...»Last »
March 30, 2023 An Estate Planning “Road Map” Can Act As A Catchall For Your Final Thoughts Do your loved ones a favor by creating a “road map” to your estate plan. Contact us if you’d like help drafting an estate planning road map. Read More
May 2, 2024 How To Communicate Accounting Information To Laypeople Stakeholders want accurate, transparent information about your organization’s financial performance. It’s up to you to supply them with information they fully understand to make informed decisions. Read More
August 13, 2024 Mastering Working Capital Management In the fast-paced world of business, managing working capital efficiently can be the difference between thriving and merely surviving. Whether you're a small business owner, a finance manager, or an entrepreneur, understanding and optimizing your working capital is crucial for maintaining smooth operations and fueling growth. What is Working Capital? Working capital refers to the… Read More
September 7, 2021 Give Your Staffers a Break with an Accountable Plan Without an accountable plan, your nonprofit and your staffers may pay unnecessary taxes on employee business expense reimbursements. Here’s how these plans work and how to set one up. Read More
September 18, 2022 Using Agreed-Upon Procedures To Target Specific Items Of Concern If you want to know more about a specific account or nonfinancial matter, an agreed-upon procedures engagement may fit the bill. Read More
September 6, 2023 Cut Taxes By Reimbursing Expenses With An Accountable Plan Could your nonprofit benefit from having an accountable plan? It provides a tax-advantaged way to reimburse staffers for certain work-related expenses. Read on for more about the advantages and possible drawbacks. Read More
October 26, 2023 IRS Offers a Withdrawal Option to Businesses That Claimed ERTCs The IRS has created a path that businesses can use to withdraw unprocessed ERTC claims if they determine the claims are invalid. Read More
April 23, 2018 Have You Conducted a Fee Equalization/Levelization? Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the industry is changing towards greater and more understandable disclosure. Read More
April 23, 2018 Participant Corner: Rebalancing Your Portfolio This month’s employee memo provides participants with information on rebalancing portfolios — what it is, its purpose and how to complete one. Read More
April 24, 2018 SD Mayer & Associates Joins BDO Alliance USA SD Mayer & Associates LLP, an accounting, technology and financial advisory services solutions provider, has joined BDO Alliance USA, a nationwide association of independently owned local and regional accounting, consulting and service firms. Read More
April 25, 2018 Accounting For Pledges Isn’t As Simple As It Might Seem If you don’t record donor pledges in the right financial period, you could run into audit issues and put your nonprofit’s funding in jeopardy. Here’s how to recognize such promises properly. Read More
January 12, 2018 Impact of Tax Reform on Choice of Entity Determinations On December 22, 2017, President Trump signed into law sweeping tax reform (legislation known as The Tax Cuts and Jobs Act). Read More