Hours: Monday - Friday 8:00 am - 5:00 pm

Resources

Videos and Articles

IRS releases 2022 retirement plan limitations

IRS releases 2022 retirement plan limitations

The IRS has released its annual cost-of-living adjustments for retirement plan limits, effective Jan. 1, 2022.
Financial institutions and the phase out of LIBOR

Financial institutions and the phase out of LIBOR

We have updated our white paper regarding the fundamentals of LIBOR phase out and transition for financial institutions.
2021 Effective Date Reminder

2021 Effective Date Reminder

This document lists pronouncements that became effective on or after Jan. 1, 2021 or are not yet effective as of Nov. 1, 2021.
The American labor market, business and the post-pandemic economy

The American labor market, business and the post-pandemic economy

Widespread labor shortages are hampering companies’ ability to capitalize on an expanding economy as the country recovers from a pandemic.
Lessons from the American dream mega-mall

Lessons from the American dream mega-mall

What happens when a real estate investor does not look at changing consumer preferences when undertaking a new project?
Leveraging a Spousal Lifetime Access Trust

Leveraging a Spousal Lifetime Access Trust

The lifetime gift tax exemption is at an all-time high of $11.7 million per individual and $23.4 million per couple but may be reduced in the near future by potential legislation. This video provides an overview of the Spousal Lifetime Access Trust and how it can help couples maximize their lifetime gift tax exemption.
GASB renames the comprehensive annual financial report

GASB renames the comprehensive annual financial report

The GASB has changed the term “comprehensive annual financial report” to “annual comprehensive financial report.”
Board risk assessment: Where’s the focus?

Board risk assessment: Where’s the focus?

Risk. Such a broad topic, but boards are ultimately responsible to investors and others for the all-encompassing task of risk oversight.
What’s going on with energy prices?

What’s going on with energy prices?

As economies continue to emerge from COVID-19-induced lockdowns, demand has rebounded more than expected, helping fuel the recent rally.
SBA Enhances the Economic Injury Disaster Loan Program

SBA Enhances the Economic Injury Disaster Loan Program

The SBA has modified and enhanced the Economic Injury Disaster Loan (EIDL) program to expand both eligibility and program benefits. In this video, we'll quickly cover the changes and how they might help you and your business.
Homebuilders, facing material shortage, can’t meet soaring demands

Homebuilders, facing material shortage, can’t meet soaring demands

Even as the housing market leads the U.S. economic recovery, homebuilders are facing new pressures as they try to meet surging demand.
SAS 136: Changes for employee benefit plans and their auditors

SAS 136: Changes for employee benefit plans and their auditors

SAS 136 will affect audits of employee benefit plans subject to ERISA effective for periods ending on or after December 15, 2021.
OCC’s “Bank Accounting Advisory Series” – 2021 edition

OCC’s “Bank Accounting Advisory Series” – 2021 edition

The OCC recently issued its views on a variety of accounting topics relevant to the financial institutions industry.
Dot the i’s and cross the t’s—a deeper look into ASC 842 adoption

Dot the i’s and cross the t’s—a deeper look into ASC 842 adoption

Join this webcast as we discuss high-risk areas to consider as your company is implementing the new ASC 842 lease accounting standard.
Green energy credits and excise tax proposals in Build Back Better Act

Green energy credits and excise tax proposals in Build Back Better Act

House Ways; Means reconciliation bill contains significant changes to renewable energy credits as well as new excise taxes.