I have a fulfilling job. And as a trusted advisor to our manufacturing clients, one of my great pleasures is a plant tour. I recently visited a plant for one of our firm’s new clients for the first time. On this day, you meet your typical groups (accounting, finance, legal) and people in operations that […]

Ensuring your system and organization controls audits and reports are detailed, comprehensive and effective is an essential responsibility for service organizations. Your customers rely on you to be committed to strong internal controls, and a SOC audit and report completed by a trustworthy CPA firm is the best way to provide them with the peace […]

President Trump and the Republican Congress plan to act swiftly to make broad changes to the United States — including its federal tax system. Congress is already working on legislation that would extend and expand provisions of the sweeping Tax Cuts and Jobs Act (TCJA), as well as incorporate some of Trump’s tax-related campaign promises. […]

There is a lot of press about generative artificial intelligence (GenAI) and a subset called large language models (LLM). As someone who makes a living in public accounting, I find this topic very interesting. I lived through the changes that paperless audits, mobile devices and the internet brought to the profession. My first audit room […]

To help make sure you don’t miss any important 2025 deadlines, we’re providing this summary of when various tax-related forms, payments and other actions are due. Please review the calendar and let us know if you have any questions about the deadlines or would like assistance meeting them. January 31 Businesses: Provide Form 1098, Form […]

The 2017 Tax Cuts and Jobs Act (TCJA) resulted in many favorable (and a few unfavorable) tax law changes. Most of the changes related to individual taxpayers are set to expire at the end of 2025. What does this mean for taxpayers? While it is expected that a new tax bill will be passed in […]

At a time when technological advancements are reshaping every industry, the accounting field is no exception. I began my career in 2021. You may think, “How much could change in three years in a profession like public accounting?” With automation and other new technology tools, the answer is almost everything. Technology’s Impact on the Accounting […]

Updated as of March 27, 2025: The U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) issued an interim final rule that narrows reporting obligations under the Corporate Transparency Act (CTA). As of March 21, 2025, U.S. companies and U.S. persons are exempt from reporting beneficial ownership information (BOI) to FinCEN. Entities formed under […]

The U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) has extended the deadline for many small businesses to file beneficial ownership information (BOI) reports to January 13, 2025. This comes after a federal appeals court recently granted a motion to lift an injunction put in place by a district court ruling. How We Got Here Under […]

 Watch our interview with Partner Katie Deutschler as she discusses how a strong internal control environment can help protect your company’s future.