U.S. Income Tax Treaties: Tax Relief for Individuals

The U.S has more than 60 tax treaties with foreign countries who are trading partners. Tax treaties can benefit individuals by clarifying their tax obligations, reducing tax burdens, and simplifying cross-border economic activities.

2024-06-04T07:40:24-04:00June 12, 2024|Categories: Tax: Individual, Tax: International|Tags: |

Case Study: Non-Profit Foundation Navigates a Critical Transition by Outsourcing the Controller Function

Case Study: Non-Profit Foundation Navigates a Critical Transition by Outsourcing the Controller Function

2025-05-01T15:04:45-04:00June 11, 2024|Categories: Business Advisory, Case Study, Cloud Accounting, Consulting, Not-for-Profit|Tags: |

Avoid the 7 Common Pitfalls of Process Optimization Projects

Process optimization can be a game-changer for your business by boosting efficiency, reducing costs, and improving overall performance. However, beginning without a clear plan can lead to unexpected roadblocks and disappointing results.

2024-06-10T17:59:31-04:00June 10, 2024|Categories: Risk Advisory|Tags: , |

Bridging the Compliance Gap: The Unseen Challenge of SOC 2 and PCI DSS

In today's rapidly evolving digital landscape, maintaining robust security and compliance mechanisms is not just a regulatory requirement; it's a business imperative. Two primary frameworks dominate this landscape: SOC 2 and PCI DSS. However, the market presents a unique challenge: the intersection of firms that can proficiently handle both SOC 2 reports and PCI DSS assessments.

2024-06-03T09:00:41-04:00June 7, 2024|Categories: Cybersecurity, Risk Advisory|Tags: , |

Navigating Data Security in Healthcare: Understanding the Distinctions Between HIPAA and HITRUST

Comparing HIPAA and HITRUST is a bit like comparing apples and oranges because they serve different purposes within the realm of healthcare compliance. Understanding their distinctions is essential for any healthcare entity striving to achieve comprehensive data security.

2024-06-03T09:01:03-04:00June 5, 2024|Categories: Healthcare, Risk Advisory|Tags: , |

Embracing HITRUST CSF 11.3.0: A Strategic Imperative for Healthcare Companies Handling PHI

While many have been striving to meet HIPAA requirements for years, the landscape is shifting with the recently released HITRUST CSF version 11.3.0, which introduces critical updates designed to address emerging cyber threats and evolving regulatory demands.

2024-06-03T09:01:45-04:00June 5, 2024|Categories: Cybersecurity, Healthcare|Tags: , |

Safeguarding the Foundations: Cybersecurity in the Construction Industry

Discover why the construction sector is particularly vulnerable to cybersecurity threats, the financial and operational impacts these threats can have, and pragmatic steps that business owners and key stakeholders can take to mitigate these risks.

Whitepaper | Financial Planning Issues to Consider When Buying a Home

There are a number of things you should be aware of when buying a home, including how it will impact your overall financial planning goals. Use this checklist as a guide.

2024-06-04T16:45:22-04:00June 4, 2024|Categories: Wealth Management, Whitepaper|

Process Optimization for Healthcare: Streamlining for Efficiency and Resilience

In the dynamic and high-stakes environment of healthcare, process optimization isn't just about cutting costs—it's about enhancing service delivery, boosting patient outcomes, and improving operational resilience. Here are key strategies to consider for 2024.

2024-06-05T15:08:05-04:00June 4, 2024|Categories: Healthcare, Risk Advisory|Tags: , |
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