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Free Webinar: Cannabis CFO Insights: Metrics to Cultivate Profits
Reserve Your Spot Now! Financial metrics are an important asset for growing a Cannabis business. In this webinar, you will discover how much cash your business should have in the bank, what a forecast is and why you need one, how metrics can serve as levers to...
GASB Issues Guidance Requiring Governments to Disclose Certain Risks
The Governmental Accounting Standards Board (GASB) issued Statement No. 102, Certain Risk Disclosures. Statement 102 requires all state and local governments to disclose essential information about risks related to vulnerabilities due to certain concentrations or...
New CMS Model to Reward Behavioral Health Integration with Primary Care
The Centers for Medicare & Medicaid Services (CMS) announced the Innovation in Behavioral Health (IBH) Model, aiming to improve care for Medicare and Medicaid beneficiaries living with mental health conditions and substance use disorders (SUD). The eight-year...
How This 40 Year Accounting Veteran Slayed the Tax Dragon with Cold, Ruthless Efficiency
Leveraging Technology to Conquer Tax Season, Not Let it Conquer You At this point in my prestigious career, tax season no longer phases me. While many CPAs resign themselves to 80 hour work weeks filled with manual drudgery this time of year, I glide smoothly through...
401(K) Audit CPA Success Show: 7 Tips to Become a Proactive Plan Administrator
As a 401(k) administrator, failing to take a proactive stance in your yearly planning can result in missed deadlines, costly late filing fees and other disruptions to the 401(k) audit process. Even with a third-party administrator (TPA), details such as investment...
Changes to Beneficial Ownership Reporting and Considerations for Financial Institutions
The U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) issued a final rule at the end of 2023 that establishes a long-awaited framework for accessing and protecting beneficial ownership information (BOI). This rule – called the “Access...