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Using the Right Software Will Help Your Business Ace Your SOC 2 Audit
Every business needs to manage customer data securely to ensure it remains compliant with all relevant regulations. Businesses can ensure they are doing this right by undergoing a SOC 2 audit....
Q2 Market Review and Outlook: S&P 500 New Highs, but Breadth Narrows
Markets had a challenging start to the quarter. US stocks fell in April, declining over 5% from the March highs as stickier inflation and a strong jobs report caused the markets to push out...
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Payment on Death of Employee to Spouse
I am looking for guidance on the correct tax treatment of a payment from an employer to the spouse of a deceased employee. Background: The death was not by accident during service. Prior to...
SEC Proposed “Safeguarding Rule” May Impact RIAs
July 17, 2024 By Courtney K. Corallo, CPA, Business Assurance & Advisory Services Senior Manager Potential increase in number of registered investment advisors subject to “Custody Rule” In...
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Tricky Compliance Risks for Not-for-Profits: Best Practices for Boards and Executives
Keeping your not-for-profit on mission depends on your organization’s ability to overcome the riskier areas in compliance: donor restrictions and board-designated net assets, Form 990, and...
Guide | Contract Collection Checklist
Simplify Contract Management Fundamental tasks like budgeting and cash flow forecasting are needlessly complex if the finance and accounting team doesn’t have visibility into contracts. But...