Top 5 missteps to endowment management under UPMIFA
Are you managing your endowment funds under the current rules? See how you match up to these common issues in the application of UPMIFA.
Need Help with Your Accounting Policies and Procedures?
One of the most important aspects of an adequate accounting system lies in the supporting policies and procedures. But where do you start when developing these policies and procedures?
SECURE 2.0: Considerations to achieve your workforce and business goals
Employers that understand SECURE 2.0's new requirements and the pros and cons of adopting optional provisions can implement the act effectively.
Don’t Take the Cash (or any Relief of Liabilities): 1031 Exchange Rules
1031 exchanges are a popular tax deferment strategy for real estate investors. Certain scenarios can trigger capital gains tax. Learn what they are and how to avoid these common pitfalls.
What Government Contractors Need to Know about PTET
Understanding the rules and laws governing PTETs and various state rules, as well as GAAP guidance, can help make sure government contractors remain compliant and efficient.
Two-for-One Rate Buydown for Real Estate Developers
Mortgage rates may be trending downward, but they’re still about double what they were a year ago. As potential home buyers are looking for ways to better manage the higher costs of purchasing a home, one option is the 2/1 rate buydown.
What does SECURE 2.0 mean for small employers?
SECURE 2.0 changes retirement plan rules for small employers with 100 or fewer employees.
CFO Insights after the SVB Collapse
This blog will help CFOs and business leaders understand what led to the Silicon Valley Bank collapse, what to do next, how to protect their companies from similar risks, and what to expect going forward.
Accounting System Compliance – Foundation for Success
An accounting system for government contractors is composed of a general ledger, unallowable costs, job costing, labor collection, indirect cost allocation, and billing. An accounting system does not equate to accounting software; it is the process, including written policies and procedures.
401(k) Plan Participant Loan Year-End Review
Too often, we find participant loans that were never set up in payroll or where payroll withholding of repayments ceased prematurely, resulting in defaulted participant loans. For calendar year-end plans, plan sponsors have until March 31 of the following year to correct the failed set up of a participant loan.