Articles
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.
A Primer for Fund Managers: Incorporating Third-Party Pricing Vendors and Valuation Firms into a Robust Valuation Process
With private credit markets booming and regulators taking note, fund managers should be ready for additional scrutiny.
Better Manage Your ESOP Repurchase Liability: Consider a Defined Benefit Pension Plan
Proper financial planning is critical to manage your repurchase liability, particularly when preparing for succession planning.
Planning for the Succession of Your Business: Step by Step
Owners of privately held businesses who think about succession are very often confused or intimidated about how to start.