Defining Risk Appetite in a Politically Charged Landscape
Having a clearly defined risk appetite can help you respond to pressures with consistency and strategic alignment rather than making snap decisions.
How to Build a Worldclass Whistleblower Program
Learn the steps and best practices for developing a whistleblower program, and how it reinforces ethical standards and protects organizational value.
Business Tax Planning: Preparing for Tax Reporting Year 2024 and Beyond
For business owners, tax planning is more critical than ever. With the phase-out of certain tax benefits and possible changes to the Tax Cuts and Jobs Act (TCJA), understanding your tax obligations and opportunities can help you maximize savings. Qualified Business Income (QBI) Deduction The QBI deduction (Section 199A) allows pass-through businesses (S-Corps, partnerships, sole…
Enhance Trust and Security: The Advantages of SOC 2 Audits for Your Organization
Would you do business with an organization you don’t trust? Safeguarding the sensitive data your organization receives from donors, customers, employees, and other stakeholders is a strategic imperative today. That’s where a SOC 2 audit comes in. This audit assesses an organization’s controls related to security, availability, processing integrity, confidentiality, and privacy of customer data….
Reevaluating and Realigning United States Foreign Aid
On January 20, 2025, the President signed the Executive Order, Reevaluating and Realigning United States Foreign Aid. An Executive Order (EO) states mandatory requirements for the Executive Branch and have the effect of law. What is the Effect of the EO? In a nutshell, all department and agency heads with responsibility for United States foreign…
Quick Tips for Your 2024 Year-End Business Review
As we head toward the close of the year, the business tax landscape is beginning to come into focus. We won’t know what tax law changes might be in effect until well into the new year. Regardless of the political climate, however, we recommend common sense tax planning considerations you should undertake now as part…
Using Business Valuations to Drive Performance
Written and edited by Mac Lillard. Research assistance by AI. In the dynamic world of small and medium-sized enterprises (SMEs), understanding the financial health and market position of your business is crucial. One key metric that often goes overlooked is the valuation of your business. Regularly monitoring your business valuation can provide useful insights that…
The Forensic Accountant: Your Secret Weapon for Thorough Due Diligence
A forensic accountant can enhance the valuation process, providing a credible and accurate assessment of the business’s value.
Protect Your Business: Cyber Risks from Physical Theft
Locking the doors is not enough to protect your business from theft. Today, companies face both physical and cyber risks, and it’s critical to understand how they’re connected. Cyber Risks from a Physical Theft Connected devices pose a double threat to your company’s security. If a thief breaks into one of your employee’s cars and…