Insights

Ready for your SOC 2 audit? This readiness assessment checklist walks through scope, controls, evidence, and the auditor’s role, step-by-step.

The CAS Board rescinded CAS 404, 408, 409, and 411, conforming them to GAAP effective August 7, 2026. Here’s what it means for government contractors.

Midyear is the perfect time for individuals to review their tax strategy. From evaluating your bracket and weighing the standard deduction against itemizing, to harvesting investment losses and accelerating deductible expenses, proactive planning now can reduce your tax bill in April. Discover key tips to make the most of 2026.

The One Big Beautiful Bill Act changed how nonprofits give incentives, compensation rules, and endowment taxes. Learn what changed and strategies to adapt.

Colorado and California will tax remotely accessed software and SaaS in 2027. Learn how these sales tax changes may affect your business and how to prepare.

The Association of Certified Fraud Examiners’ latest biennial report analyzes more than 2,400 occupational fraud cases across 143 countries. From shifting perpetrator profiles to the antifraud controls that deliver the greatest return on investment, the findings offer a timely roadmap for organizations looking to strengthen their defenses. Read the full article here.

Stay ahead of the latest tax developments with this roundup of important reminders for individuals. Topics include a warning about fake IRS CP53E notices, the new Section 530A “Trump Accounts,” tax benefits tied to home renovations, a deduction for tipped employees, and steps to protect your financial records from disasters.

Summer is a great time to enjoy the season – but it can also be a smart time to plan ahead for tax savings. From renting out your home during a local event to sending the kids to day camp, several warm-weather activities may qualify for valuable tax benefits.

Non-qualified deferred compensation plans can be a valuable executive recruitment and retention tool, but their complexity leaves them prone to compliance errors, investment missteps, and communication failures. Knowing where plans commonly go wrong, and how to avoid those pitfalls, is essential to preserving their intended value for both companies and participants.

Bankruptcy does not have to mean the end of your business. As Chapter 11 filings surge across the country, more companies are choosing reorganization over liquidation. A business valuation professional can be a critical asset during this process, providing the financial clarity and strategic insight needed to successfully restructure and move forward.