Risks abound in today’s uncertain marketplace. Nearly two-thirds of senior finance leaders said that the volume and complexity of corporate risks have changed ‘mostly’ or ‘extensively’ in the past five
In Revenue Procedure 2022-34, the IRS recently announced an important indexing adjustment related to the Affordable Care Act (ACA). That makes now a good time to review whether your organization
Providing for the educational needs of your children, grandchildren, and even future generations is an honorable estate planning objective. What are your options for achieving this goal? A 529 plan
Non-profits that rely on a single income source, or only a few, are vulnerable to economic shocks. The COVID-19 pandemic has made this particularly clear. Most organizations have had to
By: Andy Clemens, CPA, CIA These days, it’s common for financial institutions to purchase cyber insurance to help mitigate financial losses from network breaches. According to the U.S. Government Accountability
Wellness programs have found a place in many companies’ health care benefits packages, but it hasn’t been easy. Because these programs take many different shapes and sizes, they can be
When a married couple files a joint tax return, each spouse is ‘jointly and severally’ liable for the full amount of tax on the couple’s combined income. Therefore, the IRS
The U.S. Senate and House of Representatives have passed the Inflation Reduction Act (IRA). President Biden is expected to sign the bill into law shortly. The IRA includes significant provisions
The business entity you choose can affect your taxes, your personal liability, and other issues. A limited liability company (LLC) is somewhat of a hybrid entity in that it can
Many financial companies search for negative news, also known as “adverse media,” as part of their due diligence process for potential customers. But this type of screening isn’t only effective
