Insights
Featured Insights
No results found.
No results found.
All Insights
Content Type:
Industry:
- All
- Automotive
- Business and Professional Services
- Business Services
- Construction
- Consumer Goods
- Consumer Products
- Education
- Energy
- Financial Services
- Food Beverage
- Gaming
- Government
- Government Contracting
- Government Public Sector
- Health Care
- Healthcare
- Hospitals and Health Systems
- Life Sciences
- Manufacturing
- Media & Entertainment
- Nonprofit
- Private Clubs
- Private Equity
- Professional Services
- Real Estate
- Restaurant
- Retail
- Tech Media Telecom
- Technology Industry
- Telecommunications
Service:
- All
- Accounting
- Audit
- Auditing
- Business Applications
- Business Tax
- Compensation and Benefits
- Consulting
- Credits and Incentives
- Cybersecurity Risk
- Data Digital Services
- Digital Transformation
- Employee Benefit Plans
- Family Office Services
- Federal Tax
- Financial Advisory
- Financial Consulting
- Financial Management
- Global Services
- Internal Audit
- Managed Services
- Managed Technology Services
- Management Consulting
- Mergers & Acquisition
- Outsourced Solutions
- Private Client Services
- Regulatory Compliance
- Retirement Plan Advisory
- Risk Advisory
- Risk Consulting
- State and Local Tax
- Tax
- Technical Accounting Consulting
- Technology and Digital
- Technology Consulting
- Technology Risk
- Transaction Advisory
Topic:
- All
- AICPA Matters
- Artificial Intelligence
- Blockchain
- Business Growth
- CARES Act
- Coronavirus
- Covid-19
- Cryptocurrency
- Cybersecurity
- Cybersecurity and Data Breach
- Data Analytics
- Digital Assets
- Digital Evolution
- Distressed Real Estate
- Economics
- Election
- Employee Benefit Plan Services
- Employee Benefit Plans
- Employee Benefits
- ESG
- Financial Reporting
- Inflation
- Innovation
- International Standards
- Labor and Workforce
- Lease Accounting
- Opportunity Zones
- Payroll and Employment
- PCAOB Matters
- Pillar Two
- Policy
- Regulations and Compliance
- Regulatory Compliance
- Revenue recognition
- Risk and Opportunity
- Risk Management
- SEC Matters
- Supply Chain
- Technology and Data

Turning the Tide: Strategies to Combat Negative Perceptions of Your Nonprofit
A recent survey highlights both trust and skepticism toward nonprofits, with only 18% of respondents feeling charities are on the "right track." Maintaining public trust is crucial for nonprofits, and this involves transparency, leveraging staff and volunteers, and being prepared for backlash. Even with the best efforts, some negative perceptions may persist, and it's essential to know when to focus on more receptive audiences.

Form 990 Prep: Four Overlooked Issues Nonprofits Must Address
The deadline for most not-for-profits to file Form 990 has passed, but it's never too early to start preparing for next year's filing. This article emphasizes the importance of staying vigilant about four often-overlooked areas: fundraising expenses, operations abroad, diverted assets, and loans to disqualified persons. By addressing these issues proactively, nonprofits can ensure accurate reporting and minimize audit risk.

AI in Nonprofits: Balancing Efficiency with Ethical Considerations
Artificial intelligence (AI) offers nonprofits the potential to enhance efficiency and reduce costs by automating routine tasks like grant proposals and donor communications. However, the adoption of AI must be approached with caution due to ethical concerns such as bias and job displacement. This article explores practical steps for nonprofits to responsibly integrate AI, including starting with pilot programs, ensuring human oversight, and updating job training. Careful consideration of AI's benefits and potential pitfalls can help nonprofits make informed decisions about its use.

Business Implications of FTC’s Noncompete Ban
The Federal Trade Commission's impending ban on noncompete agreements, effective September 2024, has stirred controversy and legal challenges. This article navigates the complexities of valuing noncompetes amid legal uncertainties, emphasizing the impact on business strategies and financial assessments. For a comprehensive analysis of this evolving landscape, read the full article.

Navigating QTIP Estate Planning for Blended Families
If you're remarried and have children from a prior marriage, you may worry about how you'll equitably divide your estate among loved ones. A qualified terminable interest property (QTIP) trust may help. It's structured to provide future security to spouses and children as well as tax benefits — even if estate tax laws change over time.

Occupational Fraud Unmasked: Key Insights from ACFE’s 2024 Report
Discover the profound impact of occupational fraud through ACFE's "Occupational Fraud 2024: A Report to the Nations." This authoritative study unveils the prevalence of fraud across industries, identifies common schemes, and underscores the crucial role of robust internal controls in safeguarding organizations. Gain essential insights into fraud prevention strategies and ensure your organization stays ahead in combating occupational fraud.

Qualifying for the 0% Tax Rate for LTCG and Dividend Rate
Many individuals can benefit from a 0% federal income tax rate on net long-term capital gains (LTCGs) and qualified dividends. For instance, married couples filing jointly can have up to $123,250 of adjusted gross income, including LTCGs and dividends, without owing federal taxes on these earnings. Even if your income exceeds this threshold, there are strategies to set up loved ones for tax-efficient benefits. Explore how to navigate these opportunities and potentially save on taxes, ensuring you make the most of current tax laws before potential changes in the future.

Fraud Response and Prevention: Essential Steps for Businesses
Occupational fraud poses a severe threat to businesses beyond financial loss, impacting reputation and internal culture. This article outlines the critical steps to take after discovering fraud, including legal actions, involving forensic accountants, and strengthening internal controls. Proactive measures such as surprise audits and fraud training can significantly reduce the risk and impact of fraud.

Is Long-Term Care Insurance Right for You? Key Considerations
Long-term care insurance can protect your savings from the high costs of nursing home care. This article explains the importance of such insurance, its coverage options, and essential features to consider. Stay informed and secure your future by understanding how long-term care insurance can provide financial and emotional relief.

Health Plan Scams: How to Spot and Avoid Fraudulent Schemes
Health plan scams prey on vulnerable individuals seeking affordable insurance. This article exposes common tactics used by scammers, outlines warning signs to watch for, and emphasizes the importance of thorough verification before committing to any health plan. Protect yourself and your finances by staying informed and vigilant against fraudulent schemes.

Top Preparation Tips Handle an IRS Benefit Audit
Receiving an IRS audit notice for an employee benefit plan is daunting, but preparation is key. This article outlines the audit process, offers top preparation tips from the IRS, and emphasizes the importance of regular independent audits for compliance. Stay informed and ready to ensure a smooth audit experience.

Future-Proof Your Finances with Effective Tax Planning
In an era of evolving tax regulations and financial complexities, effective tax planning has never been more critical. This article delves into essential strategies that individuals can employ to minimize tax obligations while optimizing financial outcomes. From understanding tax law nuances to integrating tax planning into broader financial goals, learn how proactive tax strategies can safeguard your wealth and enhance financial security.

Maximizing Tax Savings: Is Separate Filing Right for Married Couples?
Most married couples file joint tax returns, but there are situations where filing separately might be beneficial. This article examines specific scenarios, such as significant medical expenses, qualified business income deductions, and student loan repayment plans, where separate filing can offer tax advantages. It also discusses the implications of liability and the loss of certain tax benefits. Before deciding, it's crucial to evaluate the overall impact on your tax liability. Learn more about when separate tax returns might be the right choice for married couples.

Understanding Penalty-Free IRA Withdrawals: Key Exceptions and Updates
While early withdrawals from an IRA typically come with a 10% tax penalty, there are several exceptions that allow you to access your funds penalty-free. This article details the circumstances under which these exceptions apply, including disability, home purchases, and education expenses. Additionally, it discusses important updates from the SECURE 2.0 Act regarding required minimum distributions (RMDs). Ensure you are fully informed and consult with financial and tax professionals to make the most of your retirement savings. Learn more about penalty-free IRA withdrawals and how to optimize your financial strategy.

Ensuring Your Employees’ Retirement Financial Security
As retirement approaches, financial preparedness becomes crucial for employees. This article delves into the potential financial challenges and uncertainties that Baby Boomers and Generation Xers may face. It emphasizes the importance of catch-up contributions and the potential impact of Social Security shortfalls. Additionally, it provides actionable strategies for enhancing retirement savings and improving financial security. Learn how making additional contributions and planning to work a bit longer can significantly bolster retirement plans.
No results found.