Guidance for Growth

Advisory Watch2024-06-20T13:55:38-04:00

Case Study: Client Seeks a More Efficient Invoicing Process

Discover how a company reduced its manual invoicing process from 5 days to 30 minutes, improving efficiency and gaining valuable data insights without a costly system overhaul.

SECURE 2.0 Act – Employer Matches of Qualified Student Loan Payments (QSLPs)

Section 110 of the SECURE 2.0 Act allows plan sponsors to treat student loan payments as elective deferrals to match contributions effective for plan years beginning after December 31, 2023.  Plan sponsors considering allowing employer match contributions of qualified student loan payments (QSLPs) might have postponed their decision until further guidance was provided.  On August 19, 2024, the IRS issued interim guidance that will assist plan sponsors in determining whether to adopt the provisions.

September 26, 2024|Categories: Retirement|Tags: |

The Critical Importance of a Properly Conducted SOC Examination by an Independent CPA: A Specialist’s Perspective

SOC examinations are a critical component of a service organization’s risk management strategy. Learn about how their value is entirely dependent on the quality of the examination process.

September 24, 2024|Categories: Audit & Assurance, Risk Advisory|Tags: |
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