Insights

The last bulleted news item in this month’s Roundup speaks to a breach resulting from password mismanagement.

When it comes to setting up a charter school in New York, there are important considerations to ensure success and sustainability.

With its People First Initiative set to expire July 15, 2020, the Internal Revenue Service (IRS) has announced a new audit initiative that targets private foundations.

Does your 501(c)(7) private club hold non-member/outside events, and do these events generate a profit for the club? The IRS is now focusing closer on whether or not private clubs are properly calculating the profit and paying income tax.

By Bruce L. Blasnik, CPA, CGMA, Partner The federal Office of Management and Budget (OMB) recently released Memorandum M 20-26, dated […]

The COVID-19 pandemic caused private foundations to relocate physical offices to a “virtual office” without much preparation. This hasty change […]

The Securities and Exchange Commission (SEC) recently voted to amend disclosure requirements for acquisitions and dispositions of businesses. The amendments are intended to improve for investors the financial information about acquired and disposed businesses, facilitate more timely access to capital, and reduce the complexity and cost to prepare the disclosures.

While putting together this issue of Cyber Roundup compiling cybersecurity incidents occurring in May 2020, I was brought back to my first personal encounter with a computer virus. I can even give you the date – May 5, 2000 ‒ 20 years ago.

A popular trend among institutional investors and family offices is to hire an outsourced chief investment office (OCIO) firm to manage their investment portfolio, rather than maintain an internal investment team.