Part of our job as advisors is explaining important issues in the simplest possible terms and laying out possible strategies and solutions. We’re not looking to confuse you—we’re here to enlighten you and expand your understanding. Bookmark this page or subscribe to our weekly newsletter for a steady stream of helpful articles.
Cybercriminals are always looking for novel ways to gain unauthorized access to online accounts and IT networks. A newer scheme, password “spraying” is one that you and your IT department
In an evolving regulatory landscape, financial institutions face increasing pressure to maintain robust internal audit functions while managing operational efficiency. One strategic solution gaining traction is co-sourcing internal audit functions,
Most employers recognize the importance of regularly scheduled performance reviews. The challenge is how to administer them. There are two general and commonly used approaches: numerical and narrative. If you
Financial statements tell a powerful story about your organization. However, without proper analysis, they can seem like an overwhelming collection of figures. Financial benchmarking studies can help you identify historical
If your estate planning goals include distributing your wealth while also encouraging specific behaviors or achievements among your heirs, using an incentive trust may be the right addition to your
Large, long-established non-profits generally know where the duties of their staffers end and those of their board members begin. However, smaller or newer organizations don’t always understand the limits of
Will your organization be ready to add a health insurance plan for next year, or change its current one? If so, now might be a good time to consider your
Have you ever invested in a business only to see its stock value plummet? (This may become relevant in light of recent market volatility.) While such an investment might be
Determining the value of a construction company is complex and requires a deep understanding of industry-specific challenges and financial metrics. An accurate valuation is essential, whether a construction business owner
When it’s time to consider your business’s future, succession planning can protect your legacy and successfully set up the next generation of leaders or owners. Exploring different succession strategies is
Employers with 20 or more employees that sponsor a group health insurance plan must offer “continuation coverage” under the Consolidated Omnibus Budget Reconciliation Act (COBRA). That means if employees leave
For many businesses, travel remains a critical expense, whether for client meetings, networking, industry conferences, or sales opportunities. However, travel and entertainment (T&E) costs can quickly spiral out of control,
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