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Broker-Dealer Audit Inspections: Key Insights from the PCAOB
May 2, 2025 By Courtney K. Corallo, CPA, Business Assurance & Advisory Services Senior Manager PCAOB inspection report findings can be a useful resource for broker-dealers Per the most...
Switching 401(k) Providers – How to Change Recordkeepers, Custodians and Payroll Providers
Switching your 401(k) plan providers can be a complicated affair. Changing to a new recordkeeper, custodian or payroll provider can have a direct impact on your 401(k) plan audit, requiring...
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Internal Controls in the Construction Industry
April 28, 2025 By Teresa Marangon, CPA, Business Assurance & Advisory Services Manager Managing potential internal control risks Five years ago, the COVID-19 pandemic abruptly changed not...
Jennifer N. Burnham
Market Growth Lead Download Bio | Connect with Jennifer Specialties Specialties Market Growth Strategy Lead Generation Customer Engagement Digital Marketing Market Research Professional Profile...
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Kelly M. Peery
Market Growth Lead Download Bio | Connect with Kelly Specialties Specialties Business Development Strategy Marketing and Sales Technology Marketing Analytics Process Improvement Professional...
Carried Interest Tax Treatment Controversy – 2025 Update
April 22, 2025 By Yuting Chen, CPA, Tax Manager On February 6, 2025, President Donald Trump had discussions with Congressional Republican leadership about proposals for eliminating the...