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Resources

Videos and Articles

Why inflation expectations remain subdued

Why inflation expectations remain subdued

Inflation expectations remain remarkably well anchored despite the recent five-month surge in topline inflation.
Tax Benefits of Opportunity Zone Funds

Tax Benefits of Opportunity Zone Funds

The proposed plan to increase long-term capital gains tax rates has motivated investors to seek opportunities to defer and reduce capital gains taxes. Opportunity Zone Funds have been increasing in popularity because of their ability to defer and reduce capital gains. Watch now to learn more about Opportunity Zone Funds.
Building a successful family office: Top 10 questions to answer

Building a successful family office: Top 10 questions to answer

The life cycle of a successful family office begins with family objectives, investments, technology systems and more.
Preventing and Addressing Fraud in Your Business

Preventing and Addressing Fraud in Your Business

Fraud is a significant problem across businesses of all sizes. Here's a great video on steps you can take to prevent and address fraud in your business.
Markets Moved Higher Despite Peak Concerns

Markets Moved Higher Despite Peak Concerns

July was, on balance, a good month for investors. Many broad market indexes across equity and fixed income posted positive returns.
Addressing risks in your health care organization

Addressing risks in your health care organization

A successful risk assessment and internal audit can help locate high-risk areas within your health care organization.
IRS issues employee retention credit gross receipt exclusion procedure

IRS issues employee retention credit gross receipt exclusion procedure

Rev. Proc. 2021-33 allows exclusion of PPP, restaurant revitalization and shuttered venue operator grants from ERTC gross receipts test.
Recipient accounting for SVOG and RRF grants

Recipient accounting for SVOG and RRF grants

The AICPA has issued recipient accounting guidance for Shuttered Venue Operators Grants and Restaurant Revitalization Fund grants.
Health care data analytics: Lessons learned in a time of disruption

Health care data analytics: Lessons learned in a time of disruption

Health care leaders share how they leveraged data analytics to meet the challenge of the pandemic and prepare for the future.
IRS enhances employee retention credit guidance for open questions

IRS enhances employee retention credit guidance for open questions

Notice 2021-49 provides answers on previously uncertain issues and addresses changes implemented in the American Rescue Plan Act.
Accounting for certain leases with variable lease payments

Accounting for certain leases with variable lease payments

ASU 2021-05 addresses the accounting for a lease with variable lease payments that do not depend on a reference index or a rate.
PRF distributions: Delayed reporting and new reporting portal

PRF distributions: Delayed reporting and new reporting portal

HHS recently opened the Provider Relief Fund Reporting Portal and published a related User Guide and FAQ document.
4 steps for nonprofits to protect against cybersecurity attacks

4 steps for nonprofits to protect against cybersecurity attacks

Nonprofits are an attractive target for cyberattacks. Understand steps your organization can take to improve security.
10 Recruiting Strategies for a Tight Labor Market (Part 2)

10 Recruiting Strategies for a Tight Labor Market (Part 2)

Recruiting is one of the most important functions of any company, especially in a tight labor market. In this second of a two-part series, we will cover 5 more tips and strategies to help improve your success in attracting and hiring qualified candidates for your company.
Keys to an effective family office governance framework

Keys to an effective family office governance framework

A family developing a family office needs to establish a governance framework apart from the operating business that grew its wealth.