Blog
Are you meeting your company’s fiduciary duty regarding 401(k) plans?
Sponsoring a 401(k) plan is a personal responsibility that company leaders assume as fiduciaries of the plan. A key fiduciary duty is having an audit ...
At the 1-Yard Line? Tips for Pushing Your Deal Across the Goal Line
At the end of a deal, push forward to get the last few details ironed out before a purchase agreement gets signed.
Cybersecurity and Employee Benefit Plans
Employee benefit plan sponsors have a fiduciary duty to ensure participant information and plan assets are protected from cyber threats and that there is a ...
Building Confidence in Healthcare M&A: 10 Essential Questions to Ask
Navigating the complex landscape of healthcare mergers and acquisitions requires a meticulous approach, especially given the ever-changing accounting intricacies and resource limitations that many healthcare ...
Data Security: Building a Good Mobile Device Security Policy
Why worry about a mobile device security policy? Let's discuss establishing a good set of organizational policies related to mobile computing devices.
The Benefits of an Internal Security Assessor (ISA)
As a qualified security assessor (QSA) certified by the PCI Security Standards Council, I have performed a large number of PCI assessments of all shapes ...
10 Ways Document Management Helps School Administrators do More with Less
Learn how document management helps school administrators save time and effort while providing a secure holistic view of the student.
Tax Benefits and Limitations of Real Estate Investments
Advisory and Business Consulting Tax Wealth Management and Investment Advisory Construction and Real Estate
Rental property often offers larger deductions and tax benefits than most investments. Investors should also be aware of IRS real estate limitations from a taxation ...
What Does it Mean to Be Data-Rich, Yet Insight-Poor?
In today’s digital economy, there is no way to measure failure or success other than by gathering data. So business owners gather as much data ...
Revenue Recognition: Private Company Implementation
What private companies can learn from public companies’ implementation of Accounting Standards Update (ASU) No. 2014-09 As 2019 winds down and private companies are finalizing ...
Incident Response Tabletop Exercises Improve Security Programs
Incident response tabletop exercises are one of the most valuable scenario-based approaches to improving your security program. Learn more.
The Kiddie Tax Under TCJA
Tax Wealth Management and Investment Advisory Construction and Real Estate Manufacturing and Distribution
Whether you're looking to reduce tax, shift income, or fund education, it's important to understand the changes that the Kiddie Tax law underwent with TCJA. ...











