Strengthening cyber resilience: Strategies to address new SEC mandates
The Security Exchange Commission (SEC) requires public companies to implement strategies to ensure timely and effective disclosure of security breaches.
Charitable Giving With the New Legacy IRA
New Legacy IRA rules mean that charitable gift annuities are even more valuable as part of a larger tax strategy, especially for taxpayers who want to fulfill philanthropic goals and/or minimize Medicare premiums.
IRS will use AI to help target partnerships and high net worth individuals
The IRS announced a sweeping enforcement effort that will engage AI to focus on large partnerships and wealthy individuals.
1099-K Reporting Requirement Delayed for 2023; New, Phased-In Approach for 2024
The IRS delayed implementing new, lower reporting requirements for Form 1099-K in 2023 and announced a phased-in approach for 2024.
When Healthcare Providers Outsource the Accounting Function
Learn more about how outsourcing accounting in various areas of the healthcare industry is providing a variety of benefits — from cost savings to improving the quality of care.
3 Tips When Preparing to Outsource Your Accounting Function
When considering finance and accounting outsourcing (FAO), a bit of research and planning in advance can help you make an informed decision and ensure the transition is as seamless as possible.
Whitepaper | Financial Planning Issues to Consider Before Year’s End
Tracking numerous deadlines and avoiding missed financial planning opportunities can be challenging during the end of the year. Use this checklist of issues to consider.
What is operational resiliency and why is it important?
Operational resiliency: anticipate, prepare, respond, recover from disruptions, ensuring core services.
The Virginia Land Preservation Tax Credit Program
Learn how Virginia taxpayers can reduce their state tax liability through the Virginia Land Preservation Tax Credit program.
Best Practices: Assess Investment Portfolio Risk and Return Using Benchmarks
In this article, we’ll discuss recommendations from the Government Finance Officers Association (GFOA) about best practices for measuring portfolio risk and return against market indexes and benchmarks.