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INSIGHTS

two-men-sitting-at-confrence-room-table — Be Aware of Built-In Gains Taxes in Corporation Conversion

group-in-meeting. — Retirement Plan Changes in 2025

alarm-clock-with-the-word-TAX — Overdue Tax Returns? Avoid Penalties and Get the Credits You’re Entitled To

open-office-with-workers-at-computers — Small Business Checklist: Prepare for Year-Round Efficiency

February 13, 2025

The Benefits of AI for the Construction Industry

Close-up-of-keyboard-with-apply-key — IRS Releases Form 1023-EZ for Tax Exempt Status

Oh No! Your Tax-Exempt Status was Revoked! Now What?

two business people back to back — Segregation of Duties Can Prevent Fraud

hand-dangling-a-car-key — Fringe Benefit Reporting Errors to Avoid

Letters-AI-on-computer-chip — An Introduction to Artificial Intelligence (AI)

man-looking-up-at-2025-in-a-circle — Tax Considerations for Individuals in Tax Year 2025

financial-statement-superimposed-over-man-at-laptop — When Not-For-Profits Should Consolidate Financial Statements

court-gavel-on-desk — Federal Court Suspends BOI Reporting Obligation

3-people-standing-around-laptop-in-conference-room — Making the Audit Process Smoother Through CAS

wood-blocks-2024-changing-to-2025 — IMPORTANT YEAR-END REMINDERS FOR BUSINESSES AND INDIVIDUALS

hand-holding-interest-rates — Deducting Business Interest Expense

https://dembojones.com/exempt-employee-salary-minimum-to-increase-in-2025/ — UPDATE: New Overtime Rule will Not Take Effect

woman-and-man-in-workshop-area — Family Businesses: Deciding When to Sell

woman-reading-accounting-files — How To Prepare for a Uniform Guidance Audit

word unclaimed in blue-graphic.jpg — Reducing the Risk of Unclaimed Property

hurricane-from-space — Tax Relief for Victims of Hurricanes Helene and Milton

black-keyboard-with-red-2025-key — Exempt Employee Salary Minimum to Increase in 2025

hands-opening-envelope-with-pay-check-inside — New Pay Statement and Pay Transparency Laws in Maryland

man-at-laptop-with-folder-images-overlayed — Record Retention: How to Do it Right

pile-of-100-bills-with-the-words-whats-next — TCJA Provisions: Upcoming Tax Code Changes to Know

August 30, 2024

Internal Controls Result in Accurate Data and Reduced Risk

Power-supply-connect-to-electric-vehicle — Don’t Miss Out on These Clean Energy Tax Incentives

computer scam — Beware of This Scam: Form 4022

line-up-of-yellow-construction-tractors — What to Know About Changes in Lease Accounting

two coworkers at desk looking at monitor — ERTC Scams Still Exist

1099-K-tax-form — Changes to the 1099-K Will Impact More Businesses

Close-up-of-man-at-laptop-computer — Third-Party Apps Enhance QuickBooks Online

bills-and-computer-code — IRS Issues 2024 “Dirty Dozen” List of Scams and Schemes

Close-up-of-hand-writing-a-check — Understanding Not-For-Profit Contributions

historic-baltimore-homes — Rehabbing Historic Maryland Buildings with Tax Credits

piggy-bank-with-stethescope — How Health Savings Accounts Can Attract Talent

4-people-in-conference-room — Easing the Accounting Burden with CAS

Cash Management Tools for Your Business

shadowy-figure-working-at-laptop — A Growing Trend: IRS Imposters

cryptocurrency — Accepting Cryptocurrency: A Good Way to Increase Donations…or Not?

QuickBooks-Desktop-Sales-Will-End — QuickBooks Desktop Sales Will End July 31 for Non-Subscribers

non-profit-employee-shortage — Addressing the Shortage of Not-For-Profit Employees

contractors working at desk — Maintaining Margins in Construction

happy-employees-at-desktop — Tax Changes for Employer-Sponsored Retirement Plans

business-woman-working-at-laptop — Corporate Transparency Act Ruled Unconstitutional

line-of-paper-cut-out-people — Charitable Remainder Trusts: A Good Option for Business Owners?

woman-working-on-laptop — DOL Issues New Rule on Independent Contractor Classification

IRS-on-paper — IRS Offers Penalty Relief from Erroneous ERC Claims

important-tax-dates — Important 2024 Tax Deadlines for You and Your Business

Beneficial-Ownership-Information — New Rules Require Beneficial Ownership Information Reporting

IRS-building-sign — IRS Announces Annual Tax Provision Adjustments

family-meeting-in-office-conference-room — Family Business Succession Planning Makes Transitions Easier

A-senior-woman-with-cancer-walks-with-her-adult-daughter-at-sunset-down-a-rural-road — Planning for the Maryland Family and Medical Leave Insurance Plan

co-workers-reviewing-ipad-screen — Year-End Considerations for Closely-Held Businesses

Fired-employee-leaving-office — Final Paycheck Policies Vary Among States

CEO-talking-to-shareholders — How Earnouts Impact Buyers and Sellers

International-map-with-connecting-lines — Tax Reporting for International Operations

construction worker with hard hat under arm — Meeting the Construction Hiring Challenge with Younger Workers

man writing on white board in conference room — Making Things Easier With a Gift Acceptance Policy

digital art of globe and environmental sustainability — ESG Activities Demonstrate Organizational Values

aerial view of construction worker standing around table — Subcontractor Reviews Are Now More Important Than Ever

man hands writing check — Understanding the Requirements of Donor Restricted Assets

man-pointing-to-chart-floating-above-iPad — Cash Management Can Improve Cash Flow

young-woman-looking-down-at-tablet — Revisions to State Tax Rules Create Uncertainty

diverse-group-at-boardroom-table — Evaluating Board Diversity

man-checking-off-list-on-clear-clipboard — ERC Claims and Other Scams: The IRS Dirty Dozen List

whistleblower-silhouetted-against-window — Preventing Fraud with a Whistleblower Hotline

illustration-of-3D-Building-Construction — Can 3D Construction Printing Save Time and Money?

group-of-people-sitting-around-conference-table-reviewing-charts — A Guide for Not-for-Profit Budget Planning

A-person-in-a-safety-vest-and-hardhat-directing-a-crane — Insurance Trends in the Construction Industry

montage-of-logistics-and-supply-chain-areas — Planning for the Impact of Supply Chain Disruptions

words-Interest-and-inflation-on chalk-board — Changing Inflation + Changing Interest Rates = Changing Business Valuations

Compass-with-needle-pointing-the-word-retirement — SECURE 2.0 Means Changes to Employer-Sponsored Retirement Plans

Lothbury-Street-in-London-banking-district. — Recent Court Decisions Can Impact Foreign Account Reporting

solar-panels-on-industrial-rooftop — Shifting Towards Sustainability: Why Green Construction Offers Multiple Benefits

Bridge-deck-being-built — One Year Into the Infrastructure Bill: Taking Advantage of Opportunities

exit-interview-man-and-woman-shaking-hands-in-conterence-room-doorway — Exit Interviews Provide Valuable Lessons and Insight

Boardroom meeting — Buy-Sell Agreements: Smart Planning for “What If”

two-construction-workers-operating-a-drone — Drones: A Helpful Tool for Construction Project Management

construction-workers-with-technology-data-points-superimposed — Tech Tools Can Improve Construction Process and Workflow

expert-witness-giving-testimony — Proposed Revisions Will Clarify Expert Testimony Admissibility

female-executive-at-laptop — Compensation for Not-for-profit Executives Bound By IRS Regulations

london's-st-paul-cathedral — K-2 and K-3 Clarification for Partnerships and S Corporations

accountant-reviewing-taxes-with-clients — Pass-Through Entity Tax: SALT Deduction Cap Workaround

green-glass-office-building-with-trees-and-sun — Inflation Reduction Act Changes for Contractors and Construction Firms

causal-executive-team-sitting-around-table — Form 990: Beyond Financial Reporting

generations-of-construction-workers — Succession Planning for Construction Firms

handing-over-car-keys — Valuing and Substantiating Non-cash Gifts

1099 NEC Form — 1099 Rules For Tax Year 2022

Planning-for-DEI-SMART-to-SMARTIE — Planning for DEI: From SMART to SMARTIE

solar-panels-and-wind-turbine — Energy-Related Tax Incentives in the Inflation Reduction Act

compass-with-the-word-ethics — Setting Expectations with a Code of Ethics

three-business-people-at-restaurant — Recent Changes for Deducting Business Meals and Entertainment Expenses

woman pondering sitting in row of empty chairs — Not-for-Profit Staffing: Challenge or Crisis?

Dembo-insights-RD-Taxes — R&D Tax Incentives – Prepare for 2022 Rule Changes

retiree consulting — Small Business Owners Should Think About Estate Planning Now

plant shop owners reviewing ipad — 5 Principles to Follow for a Successful Family Business

backhoe construction equipment — Construction Firms are Ransomware Targets. Take Precautions Now.

retired-couple-enjoying-coffee-outside — New Automatic Retirement Savings Program to be Launched in Maryland in September 2022

open-office-with-workers-around-communal-desk — Are Gig Workers the Answer to Small Business Hiring Woes?

paper-with-employee-retention-tax-credit — The Employee Retention Tax Credit is Still Available – But Beware of Scams

metal-blue-warehouse-front — Be Aware of Changes with the New ASC 842 Lease Accounting Standard

workers at desks in modern office — The Time Has Come: Prepare Your Company to File Electronic W-2s and 1099s

scales of justice — The Resolutions of the Michael Jackson and Prince Disputes Offer Lessons in Valuation

city-street — How Investors Can Take Advantage of Opportunity Zone Tax Benefits

company-benefits-book — How Congress Could Change Employee Benefit Plans in 2022 with Secure Act 2.0

3-coworkers-at-table — Get the Most From Your Not-For-Profit Accountant

State-and-local-income-tax-written-in-book — How a Pass-Through Entity Can Solve SALT Cap Woes

businessman-looking-at-ipad — What Business Owners Get Wrong About Valuation

Aerial-shot-of-highway-interchange — What are the Opportunities for Contractors in the New Infrastructure Bill?

Construction-worker-with-crane-in-background — How Construction Contractors Can Succeed Despite Labor and Materials Shortages

nonprofit-workforce — How to Hire and Retain the Right Not-For-Profit Workforce

ben-frankling on bill looking at cryptocurrency — Should My Business Accept Cryptocurrency?

aerial-view-of-three-men-shaking-hands — Properly Structure Your Business Sale to Minimize Taxes and Maximize Returns

collage-of-mans-hand-charts-and-laptop — How a Forensic Accountant Uncovers Fraud

employees-around-open-air-desk-smiling — Recruit and Retain Employees by Offering a Retirement Plan

aerial-view-of-man-on-couch-with-laptop-and-pad — Help Your Team Adapt to the Remote Work Environment

woman-leading-meeting-in-conference-room — How Not-For-Profit Executives Can Maximize Their Board’s Potential

IRS Hiring Boom Means More Audits. Are You Ready?

young-volunteers — Turning Millennials and Gen Zs Into Your Donors and Volunteers

man-at-kitchen-table-with-laptop-and-coffee — What SALT Issues Await Businesses Transitioning to Remote Work?

aerial-view-of-people-standing-around-table — How Construction Contractors Can Navigate an Evolving Workforce

Son-and-father-in-office — Low Interest Rates Can Benefit Your Business (And Family)

confused-woman-looking-at-cell-phone — Steer Clear of 2021’s “Dirty Dozen” Tax Scams

modern-empty-office — New Developments in PPP Forgiveness

co-workers-talking-with-laptop-on-workbench — Cybersecurity Threats Facing Not-For-Profits

close-up-of-hand-holding-wooden-piece-of-wall-that-says-insurance — Could a Captive Insurance Company Help Control Your Premium Costs?

co-workers-on-stairs-talking — Employee Retention Credit Extended: It Could Still Make Sense for Your Business

team-members-discuss-design-of-new-product — Be Prepared for Upcoming Changes to R&D Tax Credits

map-of-cloud-computing — What New Construction Industry Tech is on the Horizon?

hands on keyboard with protection shield — Here’s What Your Business Can Do to Prevent a Ransomware attack

damage-to-building-during-construction — How Construction Contractors Can Minimize the Impact of Rising Insurance Premiums

city condominiums — Should You Defer Real Estate Capital Gains with a 1031 Exchange?

commercial building at night — Congress Continues Commercial Buildings Energy Efficiency Tax Deduction

construction workers silhouetted against setting sun — How to Maximize the Value of a Construction Business Prior to a Sale

Benjamin Franklin on one hundred american dollar — Possible Tax Changes from the American Jobs Plan and American Families Plan

stock-market-growth-chart-on-blue-background — Can Your Business Benefit from the Surge in Mergers and Acquisitions?

hand holding white mask — Don’t Let the Rising Risk of Fraud Undermine Your Post-Pandemic Recovery

row-of-idle-construction-vehicles — Reassessing Your Construction Firm’s Transition Plan Post-Pandemic

Diverse-group-of-business people-standing-and-talking — How To Bolster Your Board Diversity

business-associates-toasting-at-dinner-table — IRS Issues New Guidance on the Deductibility of Meals and Entertainment Expenses

confident-group-of-business-people — Adapting Confidently to the Post-Pandemic Business Environment

construction-site-with-no-people — Overcoming the Skilled Labor Shortage in Construction

illustration-of-large-man-with-to-two-smaller-men-at-his-side — Is the “Size Premium” On the Way Out in Valuations?

covid-19-written-in-sand-at-beach — There’s Still Time to Access Pandemic Assistance Programs

business-people-with-globe highlighting-international-markets — What are the Tax Implications of International Expansion?

close-up-of-stone-pillars-of-courthouse — Valuation Analysts Keep Their Eyes on the Courts

aerial-view-of-construction-workers-working-at-desk-reviewing-plans — Issues Facing Construction Contractors in the Post-Pandemic World

brick-office-building-in-city — Attention Not-for-Profits: New Rules for Contributed Nonfinancial Assets

shadowy-hands-exchanging-money — Is Your Not-For-Profit at Risk from Occupational Fraud?

gavel on desk with pen and scales of justice — Entering Litigation? The Tax Issues Will Require Specific Expertise

woman at desk with large monitor and calculator — When Does a Valuation Require Forensic Accounting?

smiling-woman-running-meeting — Empower Your Accounting Department to Contribute to Your Bottom Line

man-working-on-laptop from-cabin-in-the-woods — The Tax Implications for Permanent Remote Work

writing-on-computer-with-pen — Don’t Leave Your Business Valuation to a Best Guess

stack-of-annual-reports — Easy-to-Follow Tips for an Effective Annual Report

group-of-employees-smiling — Tax Change: PPP Recipients Are Now Eligible for the Employee Retention Credit

stacks-of-plywood-and-drywall-material — How Construction Companies Can Best Manage Ongoing Shortages in Building Materials

group-around-conference-room-table-applauding-speaker — Keeping Your Board Engaged During Difficult Times

papers-with-charts-on-desk-with-a-pair-of-glasses — Is a Valuation or Calculation the Right Engagement for Your Business?

man-in-home-office-on-video-call — Can Business Owners Take Advantage of Home Office Deductions This Year?

Maryland-flag-waving — Franchot Extends State Income Tax Filing Deadline to July 15

two women shaking hand in glass conference room — How the Work Opportunity Tax Credit Can Make Hiring Easier

Close-up-side-view-of-man-in-hard-hat-and-Covid-face-mask — Important Considerations for Construction Contractors During a Pandemic Tax Season

woman-at-white-board-making-presentatio- — Plan Now to Increase the Value of Your Business Before Selling

woman-working-on-laptop-with-security-graphics — Finally, A Way for Everyone to Get an IP PIN

serious man in sportcoat-looking out office window — It’s Never Too Early to Revise Your Disaster Preparedness Plan

torn-paper-with-words-fraud liability — Protecting Your Construction Contracting Business From Pandemic-Related Fraud

skilled-construction-worker-working-on-steel-structure — Skilled Labor Shortages: The Effect on Contractor-Subcontractor Relationships

Looking-into-conference-room-meeting-through-glass — Don’t Get Caught Off Guard by New Rules on Partnership Capital Reporting

zoom-video-call-on-laptop-screen — Is Your Employee Benefit Plan Prepared for the New Auditing Standards?

December 29, 2020

Tax Breaks Webinar with Howard County Chamber

Computer-with-pen-and-calculator-tax-preparation — How Your Business Can Navigate an Extraordinary Tax Season

Paper-with-Cares-act-printed-on-it — Tax Savings Through the CARES Act: New Opportunities for NOL Carrybacks

group-of-employees-on factory floor-looking-into-camera — Are ESOPs a Smart Option for Your Exit Strategy?

woman handing bag of groceries to older woman on her porch — What Does Risk Management Look Like for Nonprofits?

irs form 1099-NEC non employee compensation — Making Sense of the New Form 1099-NEC for Non-Employees

Despite requiring a skilled professional to handle their accounting function, many companies simply don’t have the workload or resources to hire a full or part-time employee. Many businesses have also suffered from the inconvenience that comes with losing a staff accountant and the disruption of getting a replacement up to speed. Instead, many businesses turn to outsourced accounting which brings significant benefits: Refocus on your core. One of the biggest benefits of outsourced accounting is that it allows owners and executives to focus on the core of their business. You can breathe easier knowing that an expert is managing your accounting function. Increased flexibility. When you outsource, there’s no need to scale your accounting department to accommodate an increase or decrease in business. Your outsourced staff is ready when you are. Expertise. Sophisticated reporting and forecasting may be more than current staffing can provide. However, this type of reliable data is essential for growing businesses. If you outsource, you know you’re getting top-trained talent that’s up to date on the latest tax and other financial regulations. As for timing, outsourcing can be beneficial throughout a business lifecycle. For example: Post-start-up. All new businesses eventually need professional financial statements and other documents for funding. Outsourcing makes this level of professionalism an integral part of your finance team. Employee turnover. If a finance executive is moving on or a trusted bookkeeper is retiring, the timing might be right for an outsourced replacement. Merger or acquisition. When you’re buying or selling, the increased stress on your internal team may call for outsourced backup services. Contracting with an outside resource—even for a limited time—can provide the assistance you need. Many of Dembo Jones’ long-time clients originally thought they did not have the budget for outsourced accounting. However, they realized that not only was the expense lower than they anticipated, but they derived substantial benefits from partnering with a skilled professional team. Knowing the intricacies and nuances of our clients’ operations lets us offer insight and advice, counsel, and guidance for their unique position. Dembo Jones is eager to share how our dedicated, specially trained Outsourcing team can adeptly manage your accounting function and leverage our more than 65 years of experience for the success of your business — Why Might Your Business Turn to Outsourced Accounting?

One of the less-publicized measures Congress included in the CARES Act was a mechanism for business owners and individuals to utilize funds saved in their retirement accounts to help alleviate the financial hardships of the pandemic. Of course, anytime you’re considering tapping into a retirement account for immediate cash needs, it’s critical to evaluate the rules and regulations to decide whether this is the best course of action for you and your business. Among the downsides to utilizing retirement funds for this purpose is the loss of potential investment gains in the account and the tax burden from withdrawing funds before reaching age 59 and a half. If you plan on utilizing your 401K funds, borrowing from the account rather than taking an early cash withdrawal will avoid the immediate tax penalties — however it’s critical to pay back the loan in the specified timeframe. Section 2202 of the CARES Act makes the process easier, but you must meet specific requirements to take advantage: Who Qualifies for the New Rules The CARES Act’s special distribution rules are available only to taxpayers who were adversely affected by the pandemic in at least one of the following ways. To qualify, a retirement account holder must certify that he or she: • Was diagnosed with COVID-19 or has a spouse or dependent diagnosed • Suffered adverse financial consequences from being quarantined, furloughed, laid off, or having work hours reduced • Is unable to obtain work because of a lack of childcare due to the virus • Was forced to close or reduce hours of a business he or she owns or operates IRS Notice 2020-50 later expanded this list to include self-employed workers, as well as taxpayers who had other household members suffer any of the adverse financial consequences listed in the Act. CARES Act Changes For those who meet one of these qualifications, the CARES Act waives the 10 percent penalty that is normally imposed on early distributions from retirement plans. The distributions must still be reported as income, but qualifying taxpayers may report the income ratably over a three-year period instead of entirely in the year the distribution was received. Furthermore, if they repay their distributions within three years, they may treat them as tax-free transfers and request refunds of the relevant taxes. These distributions must be taken before December 31, 2020 and are limited to $100,000 per taxpayer. The CARES Act also relaxes the rules regarding loans from employer-sponsored plans. For coronavirus-related loans, it extends all payment due dates between March 27 and December 31, 2020 by one year and adjusts subsequent due dates accordingly. This effectively gives qualifying taxpayers six years to repay a new loan instead of the normal five. An earlier rule change already gave taxpayers additional time to repay loans if their employment is terminated. The Act also temporarily increased the maximum amount that could be borrowed from a qualified plan, but that provision expired in September. The maximum loan amount has now reverted to $50,000 or 50 percent of the vested account balance. The Employer’s Role It’s possible that your specific 401(k) plan does not allow loans or has not amended its rules in line with the CARES Act changes — but you can still take advantage of the tax benefits. Under normal circumstances, a plan administrator would be charged with reviewing bills and receipts to determine how much of a loan an employee make take from their retirement plan. However, under the CARES Act, an employee can certify their eligibility on their own, lessening the administrative burden on the employer. Certainly, the CARES Act has made it easier to utilize your retirement funds to meet your immediate expenses, but it’s important to make an informed, thoughtful decision. Get in touch with Dembo Jones experts for a full analysis of your cash flow concerns and insight into whether your business should take advantage of the Cares Act rules regarding retirement plan withdrawals. — Should You Tap Into Your Retirement Account To Keep Your Business Running?

aerial view two construction workers reviewing plans — Now is the Time to Prepare Your Construction Business for the Next Disruption

close up of hands on laptop keyboard — Business Fraud Risks During the Pandemic: How to Keep Your Company Secure

aerial view of engineers architects and contruction workers-collaborating around table — Navigating Joint-Employer Rules Under DOL, NRLB, and OSHA

united states map at night — Evolving Tax Nexus in a Changing Business World

construction worker filling out document on a clipboard — Cash Flow Considerations for Construction Contractors During the Downturn

woman looking out office window — Pandemic Valuations: Does It Make Sense To Buy or Sell a Company Now?

large warehouse interior with worker moving products — What Does a Valuation Analyst Look For in Determining Reasonable Compensation?

woman making presentation in conference room — You Must Not Abandon Fundraising Efforts in the Face of a Crisis

group in matching white-t-shirts applauding co-worker — Nonprofits: Plan Now to Emerge from the Crisis Stronger

document cover for paycheck protection program — The Importance of Proper Record Keeping for PPP Forgiveness

monitor displaying coronavirus total confirmed — How Businesses Can Maximize the CARES Act and Persevere Through the Pandemic

employees working at desks in shared office — Bringing Back Employees with the CARES Act’s Employee Retention Credit

gray house surrounded-by-pine trees on rocky coast — Tax Law and Vacation Homes

co workers at table reviewing information on tablet — Employee Benefits: Using Retirement Plans as Recruiting Tools

man using computer with large screen — Valuation in Practice: What’s Reasonable in Reasonable Compensation?

reception area in large office lobby — Coming Back From Coronavirus: Prepare for Changes in the Aftermath

2 men working on construction site — Cost Segregation Studies: Opportunities for Contractors

generations of family preparing meal in kitchen — Estate and Gift Tax Changes: Time to Revisit Your Estate Planning Strategy?

Dembo Jones - Retirement — SECURE ACT CHANGES COULD AFFECT YOUR COMPANY’S RETIREMENT PLANS

office workers in facemasks-meeting-with-woman in facemask with laptop — Coronavirus Response Pay Attention to Rapidly Changing Tax Rules

aerial view people shaking hands at conference table — Working with Your CPA: Get Organized to Prepare for an Audit

two men shaking hands in conference room with others — Word to the Wise: The ABCs of DAFs

empty conference room table and chairs — Board Matters: Be Strategic in Board Selection and Succession

close up showing corner of calculator and pen — Financial Reporting Fine-Tune Your Financial Statements

man working at home with laptop and headphones — HR Talk: The Pros and Cons of Remote Employees

grandparents with family.jpg — Word to the Wise: How to Avoid Estate Litigation–Stick to the 3 Ds

young workers around conference room table with laptops — Engage in SMART Goal Setting

close up of chart data hand with pen — Financial Statement Dashboard Metrics for Contractors

row of people on laptops-in contemporary cafe.jpg — Word to the Wise: Building a Human Company in a Machine Age

w4 form for 2020 — New Form W-4 : What Employers Need to Know

grandmother talking with her daughter — Minding Your Business: Are You Ready for the Great Wealth Transfer?

scales of justice and gavel — Valuation Techniques: Dealing with Contingent Liabilities

large open area inside factory warehouse.jpg — Standards of Value: Which Is Used When?

close up of bride and groom holding hands.jpg — Guarding Your Assets: Use Prenuptial Agreements to Protect the Business

business man and woman looking at the camera — Intangible Assets: A Look at Enterprise vs. Personal Goodwill

construction cranes with buildings-against blue sky with clouds — Lean Construction: Is It Right for You?

government auditing standards reference yellow book.jpg — Declaring Independence: Yellow Book Includes New Guidelines for Independence

fireman approaching fire in stairwell — Lessons from 2017 Disaster Recovery and Business Continuity Planning

chart on tablet showing ups and downs — Planning Ahead: What Comes After the Economic Boom?

close up of hand writing with pen — Tax Court Accepts Tax-Affected Valuation

engineer holding laptop in front of server rack — Technical Topics: Lost Profits: How to Calculate the Damage

placing payroll check in envelope — Payroll Tax Compliance: Be Careful When Classifying Employees

grandmother and family around the kitchen table — The Benefits of a Family Office

older man with cane walking outside on fall day — What’s It Worth?”: Issues in Senior Care Facility Valuation

prefabricated wall of home being lowered with crane — Offsite Fabrication: The Changing Face of Construction

washington dc capital building at night.jpg — Tax Reform Questions: Accounting Method Changes Can Make a Big Difference

the word security with hand-pointer on computer screen — Word to the Wise: Fine-Tune Internal Controls to Deter Fraud

three women sitting on stools talking to group — Fundraising : Pay Attention to State Registration Requirements

man smiling seated at full conference room table — Word to the Wise: What’s on Your Mind? Nonprofit Outlook Survey Report

construction worker with grinder generating — Skilled Labor Shortage: Status and Strategies

Background — How to Manage Family Compensation

Background — Understanding the Job Schedule: Realistic Estimates Are Essential

Background — Overcoming Generational Differences: How to Devise an Effective Dividend Strategy

Background — Word to the Wise: What to Do If the IRS Comes Knocking

Background — Preserving Value in a Downturn Get Prepared for the “Next” Economy

Background — Year-End Tax Review

Background — Accommodating Country Risk in International Deals

Background — Boom or Bust?: Preparing for What’s Next

Background — Best Practices: How to Enhance the Budgeting Process

Background — Valuation Insights: Using One Neutral Appraiser Saves Time and Money

Background — Employee Benefits: Form 5500: A Potentially Costly Compliance Issue

Background — Cybersecurity 101: Stay Aware

Background — COSO Provides Framework for Internal Controls

Background — Giving Outlook: How the New Tax Law Has Affected Nonprofits

Background — UBIT and Parking: Yes, Employee Parking Is Really Taxable

Background — Word to the Wise: Consider the Nature of a Transfer of Assets

Background — Phaseout Approaching? Monitoring the Solar Investment Tax Credit

Background — Tax Benefits What’s Your Family Philanthropy Plan?

Background — Word to the Wise: How to Avoid Post-Closing Disputes

Background — Tax Reform Questions: Is an S Corporation Still a Good Choice?

Background — Word to the Wise : Tax Incentives–Don’t Leave Money on the Table

Background — Financial Management: The Benefits of Outsourced Accounting

Background — Is an Online Marketing Consultant in Your Future?

Background — Management Topics; What’s the State of Your Buy-Sell Agreement?

Background — Focus on Safety: Getting Ready for an OSHA Visit

Background — Don’t Want to Sell Yet?

Background — What’s Next?: Be Smart About Exit Planning

Background — Litigation Update: Kress Case Signals Court’s Assent to Tax-Affecting

Background — Focus on Safety: OSHA Compliance Is Just the Beginning

Background — Your Mission Statement: What is Your Why?

Background — Technical Topics: New Reporting Standards Clarified

Background — Word to the Wise: Disaster Recovery Planning: Expect the Unexpected

Background — Handling Change Orders: A Disciplined Approach Can Avert Problems

Background — Subchapter S Corporations: “Reasonable” Compensation Is a Must

Background — Word to the Wise: How to Structure Buy-Sell Valuation Provisions

Background — Technical Topics: How to Work with New Lease Accounting Standards

Background — The Healthy Nonprofit: Best Practices for Board Orientation

Background — Accounting Matters: How to Navigate the New Revenue Recognition Rules

Background — Opportunity Zones: New Tax Provision Could Benefit Contractors

Background — Changes to Business Auto Depreciation and Deductions

Background — Charitable Gifts Before Sale Require Timing & Valuation

Background — Word to the Wise: Understanding D&O Liability Insurance

Background — Strategic Planning: Is It Time for a Fresh Look?

Background — Should You Switch from an S Corp to a C Corp?

Background — Tax Topics: TCJA & Valuation–What’s the Impact?

Background — Word to the Wise: Working with Millennials–Different Is Good

Background — Understanding the Job Schedule: Accounting for Contract Costs

Background — Yes, Social Media Can Raise Real Money

Background — Word to the Wise: Financial Improprieties? Call on Forensic Accountants

Background — L3C: A Foundation-Business Partnership to Support Nonprofits

Background — Divorce and Tax Reform–Pay Attention to Tax Law Changes

Background — Engagement 101: Valuation vs. Calculation: What’s the Difference?

Background — Prevent Sexual Harassment at Your Nonprofit

Background — Proactive, Not Reactive: Board Succession Planning Pays Off

Background — Word to the Wise: M&A: Value Is in the Eye of the Beholder … or Buyer

Background — To Manage It, Measure It: Analyzing Event ROI: Why and How

Background — New Revenue Recognition Rules: ASC 606 Could Impact Your Financial Statements

Background — Customer Rating Systems: Which Customers Should You Focus On?

Background — Raising Up Leaders: Leadership Training Tips for the Millennial Generation

Background — Your Untapped Funding Source? Don’t Forget Planned Gifts

Background — Transparency, Continued : Changes in Accounting for Leased Property

Background — What’s in a (Family) Name?

Background — AICPA Extends ABV Credential to Non-CPAs

Background — Word to the Wise: Consider Trusts for Wealth Preservation

Background — The Benefits of an Outside Audit

Background — Effective Internal Controls: Reducing Losses, Managing Risks

Background — Are You Prepared for Disaster?

Background — Litigation Update: On Appeal, Delaware Supreme Court Supports Dell Deal Price

Background — Fighting Fraud: Study Shows Controls Can Reduce Losses

Background — Financial Planning Budgeting Strategies as You Plan for a New Year

Background — Assignments and Alignment: Set Your Investment Committee Up for Success

Background — New Rules, New Forms: Get an Early Start on Your 2018 Income Taxes

Background — Impact of Supreme Court Ruling States Can Now Collect Online Sales Tax

Background — Word to the Wise: Uncovering Fraudsters at Work

Background — Word to the Wise: The Ins and Outs of a Valuation Review READ MORE

Background — Work in Progress: Understanding the Basics of the Job Schedule

Background — 2018 ACFE Report to the Nations: Fraud and Its Effect on Value

Background — Boost Efficiency and Profitability: Are You Using These Treasury Management Tools?

Background — Construction Material Costs: Don”t Let Rising Costs Eat Away Profits

Background — Is Your Nonprofit a “Foreign Agent”?

Background — Federal Fuel Tax Credits

Background — Exit Planning Strategies The Role of Nonqualified Retirement Plans

Background — Is Outsourced Accounting Right for You?

Background — DLOM Always on IRS Radar

Background — Tax Reform for Contractors Some Good–and Some Not So Good–News

Background — Stop, Look, and Listen: How to Invest Wisely in Fundraising Technology

Background — Who’d Rob a Charity?: Cybercrime: Nonprofits in the Crosshairs

Background — Word to the Wise: How to Work Best with Your CPA

Background — Technical Topics: Valuation Considerations for Craft Breweries

Background — Asset Protection: Good Insurance Is Just the Beginning

Background — Tax Reform Highlights Big Changes for Pass-Through Businesses

Background — A Benefit to the Donor? Revenue: Contribution, Exchange, or Both?

Background — An inevitable transition: Who will Succeed Your Executive Director?

Background — Financial Strategies: Are You Budgeting for Replacement Capex?

Background — Balance Sheet Is Not Equal to Value

Background — Build Value for a Successful Exit

Background — Talking Technology: How to Keep Your Business on the Cutting Edge

Background — Charitable Deductions More Limited: The New Tax Law and Nonprofit Fundraising

Background — The OCC™ Semiannual Risk Perspective: Community Banks Face Strategic Risk in 2018

Background — Government Contracting: Changing Accounting Standards Will Have an Impact

Background — Word to the Wise: Done a SWOT? Now Try a PEST Analysis

Background — The Tax Reform Act: An Overview of Provisions Affecting Contractors

Background — Should Your Nonprofit Offer Sabbaticals?

Background — Word to the Wise: How to Work Best with Valuation Expert Witnesses

Background — Daubert Challenges: How Expert Testimony Works — or Doesn’t

Background — Treasury Withdraws Section 2704 Regulations

Background — Year-End Tax Planning? Remember the DPAD

Background — Word to the Wise: Why Fair Market Value Does Not Equal Selling Price