July 6, 2020 Understanding How to Establish Your Company’s Risk Appetite The Committee of Sponsoring Organizations of the Treadway Commission (COSO) recently published new guidance on how companies can promote … Read More
June 26, 2020 How to Regain Your Tax-Exempt Status After Losing It There are many ways for a not-for-profit organization to lose its tax-exempt status — including participating in lobbying and … Read More
June 26, 2020 What Qualifies As A “Coronavirus-Related Distribution” From A Retirement Plan? As you may have heard, the Coronavirus Aid, Relief and Economic Security (CARES) Act allows “qualified” people to take certain … Read More
June 23, 2020 How and When to Pay Plan Expenses with Plan Assets Some retirement plan expenses can be paid for with plan assets — but many can’t. Which are the “reasonable and … Read More
June 23, 2020 Beware of the IRS and DOL: Four Red Flags They Seek on Form 5500 The Form 5500 is an ERISA requirement for retirement plans to report and disclose operating procedures. Advisors use this to … Read More
June 23, 2020 Is it Time For a Plan Refresh? The duty to provide participants with sufficient information to make consistently informed retirement investment decisions is a basic fiduciary responsibility … Read More
June 19, 2020 Is it time to outsource finance and accounting? Outsourcing may appeal to organizations that are currently struggling with mounting overhead costs during the COVID-19 crisis. By outsourcing, you … Read More
June 19, 2020 Rebuilding Your Nonprofit’s Board In times of turmoil, your board of directors should be your not-for-profit’s rock-solid foundation. But what if your board is … Read More
June 11, 2020 5 Steps to Close the Books at The End of the Month Many companies struggle to close the books at the end of the month. The month-end close requires accounting personnel … Read More
June 11, 2020 The Latest News On Nonprofit Fraud Is Here Every two years, the Association of Certified Fraud Examiners (ACFE) publishes what has become the definitive guide for preventing and … Read More
June 2, 2020 Student Loan Interest: Can You Deduct It On Your Tax Return? The economic impact of the novel coronavirus (COVID-19) is unprecedented and many taxpayers with student loans have been hard hit. … Read More
June 2, 2020 Overcoming The Challenges Of Remote Auditing During The COVID-19 Crisis Many people are currently working from home to help prevent the spread of the novel coronavirus (COVID-19). Your external auditors … Read More
