Employee Benefit Plans

Employee benefit plans: Do you need a Form 5500 audit?

Some benefit plans are required to include an opinion from an independent qualified public accountant (IQPA) when filing Form 5500 each…

Benchmarking financial performance

You already may have reviewed a preliminary draft of your company’s year-end financial statements. But without a frame of reference,…

Third Quarter Industry Newsletters

Quarterly collection of current topics, news alerts and industry updates.   Auto Dealerships Newsletter – September 26, 2019 Business Valuation…

Year-End Strategies to Reduce AGI

Reducing your current-year adjusted gross income (AGI) is usually a tax-smart idea. Here are ten ways to reduce your AGI…

Expanding Retirement Plan Options for Small Businesses

Clarifying the Rules Existing DOL rules already allow MEPs to exist. And the new rule, which goes into effect on…

FAQs about CAMs

In July, the Public Company Accounting Oversight Board (PCAOB) published two guides to help clarify a new rule that requires…

Why do companies restate financial results?

Every year, research firm Audit Analytics publishes a study about financial restatement trends. In 2018, the number of public companies…

Is an HSA right for you?

To help defray health care costs, many people now contribute to, or are thinking about setting up, Health Savings Accounts…

AUP engagements: A middle ground between audits and consulting services

Your CPA offers a wide menu of services. An audit is a familiar type of attestation service that provides a…

Measuring “fair value” for financial reporting purposes

The standard for valuing certain assets and liabilities under U.S. Generally Accepted Accounting Principles (GAAP) is “fair value.” This differs…