SEC Amendments to Regulation S-P: What Broker-Dealers and Registered Investment Advisors Need to Know
The new amendments consist of two primary components – the safeguard rule and the disposal rule.
Selling Your Business? Be Prepared for ERC Review
It’s no surprise that potential acquirers and investors are looking closely at target companies that have claimed or received ERCs.
Grantmaking to Religious Organizations
Even with very strict due diligence procedures in place, questions arise when a first-time grant to a place of worship doesn’t fit in nicely to a foundation’s existing processes, checklists, etc.
Best Practices for a Successful Month-End Close
Streamlining your month-end close process is critical to increase the efficiency and accuracy of your monthly financial reporting.
Latest Fraud Trends: What You Need to Know
Our forensic accounting experts weigh in on the highlights of the ACFE’s 2024 Report to the Nations.
REITs Get the GREEN (Energy) Light on EV Charging Stations
We questioned how REIT tax status might be impacted if receiving income from electric vehicle charging stations (EV Stations).
AI Adoption: Three Key Compliance Strategies for Investment Managers
Implementing AI should be an iterative and exhaustive process — more a marathon than a sprint.
Beyond the Audit
Building a solid relationship with your auditors is an important component of success for any organization.
Demystifying Vendor Risk Management
Building a sound vendor management program is a process that requires effort and resources to do it correctly.
Tax Court Invalidates Conservation Easement Regulation
In a recent decision regarding conservation easements, the Tax Court determined that an IRS Treasury Regulation was invalid.
The Benefits and Challenges of Program-Related Investments
The popularity of PRIs is on the rise within the foundation community. Learn more.
Successful Transitions | Taking Charge of Your Business
In this issue of Successful Transitions, we share 10 powerful tips to guide you through succession planning for your business.