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Posts
- 2020 Plan Year DOL Audit Quality Assessment
- 2021 Tax Data Schedule
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- 2022 Cost of Living Adjustments for Retirement Plans
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- 2026 Cost of Living Adjustments for Retirement Plans
- 2026 Limits on Employer-Provided Meal Deductions Are in Effect
- 3PL Services (Third-Party Logistics) and State Tax Implications
- 5 Business Succession Planning Tips to Transfer Ownership
- 5 Questions for Your Accountant to Achieve Small Business Growth
- 6 Reasons Businesses Choose Cloud Security
- 7 Essential Steps for a Successful Exit Planning Strategy
- 7 Ways Biden Administration Changes Could Indirectly Impact Nonprofits
- 8 Strategies to Help Your Business Combat Inflation
- 8 Tax Planning Strategies for 2025
- A Case Example: Applying ASC 842 New Leasing Standards
- A Complete Strategy for Investment Accounting Software Implementation
- A financial services company achieved significant performance improvements by leveraging Sage Intacct
- A Midmarket Company Guide for Cybersecurity Vulnerability Assessments
- A Step-by-Step Guide to Forming an Nonprofit Organization
- Accelerating Tax Deductions for Prepaid Expenses
- Accountant Shortage is Affecting Company Financial Statements
- Advisory Analytics: Turning Technology Risk Data Into Actionable Business Insights
- AI-Powered Social Engineering Campaigns: The New Frontier of Cybercrime
- American Rescue Plan Tax Credits Available to Small Employers
- An Introduction to Income Tax Nexus Standards
- An Introduction to Property Tax and Common FAQs
- Annual Financial Planning Avoids Business Decision Regrets
- Artificial Intelligence in Accounting and Tax Return Processing
- As the Conduent Breach Expands, What to Review Now
- ASC 740 Accounting for Income Tax | Webinar Recording
- ASC 740 and State Income Taxes
- ASC 842 and Lessor Accounting Changes
- ASC 842 Guidance for Private Companies: Important Actions to Take
- ASC 842 Lease Accounting: Navigating Your Options
- Assurance Services for Business and Why It's Important
- Automated Outsourced Accounting Work Increases Your Company’s Value
- Automating Accounts Payable and Receivable: A Recipe for Efficiency and Growth
- Average Retirement Savings in the US: The Pandemic and Gender Gap
- Avoid These 10 Consequences of Bad Bookkeeping to Keep Costs Down
- Benefits of an F Reorganization
- Beyond Federal Funding: Cultivating Donor Trust for Nonprofit Sustainability in 2025
- Biden Administration Proposes Multinational Business Tax Agreement
- Biden Signs Inflation Reduction Act: What are the Tax Implications?
- Biden Tax Plan – American Families Proposal
- Biden's FY2023 Budget Proposal: Real Estate and Corporate Tax Increases in 2022?
- Big Changes to California's PPP Loan Bill AB 80
- BOI Reporting Requirements On Hold Again
- Budget vs Actual: How To Do Variance Analysis
- Business Accounting Compliance: A Guide to Protection and Growth
- Business Combinations and Accounting for Income Tax Under ASC 740
- Business Email Compromise: Guarding Against Cyber-Scams
- Business Meal Deduction Clarification for 2021 and 2022
- Business Valuation Services: Starting a 5-Year Plan to Sell
- Buy-Side vs Sell-Side Due Diligence: What Changes and Why It Matters
- California Applies Public Law 86-272, How It Affects Taxes
- California Attorney General Online Filing Available
- California conforms to IRS filing extensions for California storm victims (01-13-23)
- California Conforms to IRS May 17 Extension and AB 80 Update
- California Conforms to IRS October 16 Deadline Extension
- California Employee Handbook Template for Small Businesses (2025/2026 Edition)
- California Form 3893 Passthrough Entity Tax Problems
- California Guidance on Other State Tax Credit and Reciprocity
- California LLC vs. S Corp: A Complete Guide
- California Tax Filing and Payment Deadline Extended to November 16, 2023
- CalSavers Program Deadline Approaching
- CalSavers Registration Deadline Almost Here!
- CalSavers to Impose Penalties for Non-compliant Employers
- Can You Save Taxes by Moving from California?
- Cash or Accrual Accounting Method, Know the Difference
- CECL Model for Measurement of Credit Losses
- CFO Services: When is Your Business CFO Ready?
- Changes to Energy Tax Credits and Incentives Under the OBBBA
- Changing Accounting Systems: Time for New Accounting Software?
- Charitable Deductions: New Limitations Under OBBBA
- Charities Having Credit Card Transactions Declined
- Child Tax Credit Tools Include Changes to Benefit Families
- Choosing Professional Service Accounting Software
- Choosing the Right Business Structure
- Cloud Accounting Software Benefits and Common Transition Mistakes
- Cloud Security Threats and Challenges: A Guide to Protecting Client Data
- COBRA Guidance Updates for Employers
- Common Accounts Payable Processing Challenges
- Common Financial Ratios for Business and Some Not So Common
- Common Types of Cybersecurity Attacks
- Communicating with Windes
- Congress Considering Updates to Opportunity Zone Regulations
- Congress Passes One Big, Beautiful Bill Act
- Consider the Taxes for Selling a House as Part of Your Move
- Cost Segregation Reports and Your Schedule K-1
- Court Puts BOI Reporting on Hold for All Businesses
- Creative Agency Reduced Administrative Burden by 50%, Shortened Month-End Close by 60%
- Crypto on Your Books? Here Is What Business Owners and CFOs Need to Know
- Cyber Incident Response Plan: 24-Hour Action Framework
- Cyber Insurance and Premium Increases
- Cyber Liability Insurance: Cost, Coverage, and Necessities
- Cybersecurity and AI: The Evolving Landscape of Cyberattacks
- Cybersecurity Compliance Advisory: A Practical Guide for Mid-Market Organizations
- Cybersecurity Requests in DOL Audits
- Cybersecurity Risk Management vs. Compliance: What’s the Difference for Growing Organizations?
- Cybersecurity Tabletop Exercise: What You Need to Know
- Cycle 3 Restatement July 31 Deadline: What You Need to Know
- Data Security Best Practices for Any Small Business
- Data-Driven Decisions: How Real-Time Financial Reporting from Outsourced Accounting Fuels Business Growth
- December 2021 Audit & Assurance Newsletter
- Depreciation Deductions and Cost Segregation for Tax Planning
- DOL Focuses on Uncashed Retirement Checks
- Due Diligence Checklist for M&A Before Buying a Business
- EBITDA Normalization: 5 Ways to Increase EBITDA Before a Sale
- EIDL Loan Requirements for Restaurants
- Employee Benefit Plan Audit: What It Is & Why Is It Important?
- Employee Engagement Strategies for Smaller Businesses: Building a Resilient Team
- Employee Retention Credit: Possible “Cashback” Refunds – For Nonprofits Too!
- Endpoint Detection and Response Solutions, What You Need to Know
- Energy-Efficient Tax Incentives for Commercial Buildings
- ERISA Audits: Know the Basics and Avoid DOL Deficiencies
- ERISA or Non-ERISA Plans?
- Executive Order Mandates Electronic Tax Refunds & Payments
- Exit Planning: What Is It & Why Do It?
- Face Masks and Personal Protective Equipment for COVID-19 are Tax Deductible
- FAQs and Answers About Cost Segregation Studies
- FAQs Regarding Research and Experimental Expenses Under Section 174
- FASB Update to Lease Guidance
- Fate of SALT Deduction Limit Uncertain
- Federal and State Gas Tax Holiday Effects on Pump Prices
- Final IRS Changes for Hardship Distribution Rules
- Financial Preparedness: Protecting What You’ve Built
- Financial Reporting Software, Jirav, and Outsourced Accounting
- FinCEN Ruling Ends BOI Reporting for U.S. Companies
- First-come, First-served by November 30! California Hiring Tax Credit II
- Fractional CFO vs Fractional Controller: Which Does Your Business Need?
- From Startup to Scale-up: Leveraging a Part-time CFO for Strategic Fundraising and M&A
- FTB Provides Additional AB 80 Guidance
- FTB Revises Market-Based Sourcing Regulation
- Full Draft of Tax Bill Released
- Global Minimum Tax, What You Need to Know
- Governor Signs California’s PPP Loan Bill AB 80
- Governor Signs Two Major Bills
- Growing Real Estate Firm Transforms Financial Operations
- Hiring Trends: Accounting, Finance, and IT Staffing Tips for 2022
- Holistic Financial Planning: Seeing the Full Picture
- How a Budget Can Impact Your Nonprofit
- How Buyers Value Your Business Before Setting a Price
- How Do Fractional Controller Services Benefit Businesses?
- How Does the SALT Deduction Work?
- How LLCs Can be Recognized as Tax-Exempt Organizations
- How Modern FP&A Tools Drive Business Agility and Strategic Growth
- How Non-Recurring Expenses Become Sale Price Multipliers
- How Often Should You Conduct an Employee Handbook Review and Update
- How Small Businesses Can Handle Supply Chain Disruptions
- How Technology is Changing the Future of Payroll Management
- How the Biden Tax Plan Could Impact the Wealthy
- How to Calculate and Qualify for the R&D Tax Credit
- How to Know if You Have Outgrown Your Family Office Accounting Software
- How to Know if Your Business is Ready for Sage Intacct
- How to Value a Small Business for Buyers and Sellers
- HR Compliance: What California Small Businesses MUST Prepare for Next Year
- IEEPA Tariff Refund Claims Now Open After Supreme Court Ruling
- If Improperly Forgiven, the IRS Says PPP Loans are Taxable
- Important Calendar Year Retirement Plan Deadlines
- Important Update About QuickBooks Desktop
- Increase in EIDL Loan Availability
- Increase Operating Profit for Improved EBITDA Before Exit
- Independent Contractor vs. Employee: New DOL Classification Rules
- Inflation Reduction Act Tax Credits and Green Manufacturing
- Infrastructure Bill Repeals Employee Retention Credit for Fourth Quarter
- Interstate Tax Issues: A New Concern for Employees and Business
- IRS 2026 Mileage Rate Increase: Business Deductions Rise to 72.5 Cents
- IRS Accelerates Work on Employee Retention Credit Claims
- IRS Audit Improvements Suggest Increased Capacity
- IRS Begins Processing Oldest ERC claims; Moratorium Remains in Place
- IRS Business Tax Account System Online Tool
- IRS Contributions Rule Change for High-Earner 401(k)s
- IRS Delivers More Options to Amend Returns Electronically
- IRS Electronic Payments: What Business Owners and Individuals Should Know
- IRS Grants Filing Extension to California Storm Victims: Deadline Extended to October 16, 2023
- IRS grants filing extensions to California storm victims (01-11-23)
- IRS Increases 401(k) and IRA Contribution Limits for 2026
- IRS Individual Tax Accounts: An Overview
- IRS Math Act Signed into Law: A New Era of Taxpayer Transparency
- IRS Not Taxing Certain State Payments, Including the California Middle Class Tax Refund
- IRS Reopens Energy Credits Portal, Waives Deadline for 2024
- IRS Starts Accepting 2025 Tax Returns on January 26
- Is Cloud Computing Safe? What You Need to Know
- Is It Better to Pay Off Mortgage or Invest?
- Is Your GRC Framework Flexible Enough to Adapt to Changing Regulations?
- Is Your Plan Effective in Retirement Planning for Employees?
- Is Your Retirement Plan at Risk of a DOL Investigation?
- IT Governance Framework for Mid-Market Companies: A Complete Guide
- IT Policies and Procedures Template: Essential Documents for Compliance
- June 2021 Audit & Assurance Newsletter
- Key Provisions in the "One Big Beautiful Bill" Impacting Tax-Exempt Organizations
- Keys to a Successful Mergers and Acquisitions Strategy
- Know the Rules Regarding Late Employee Deferral Deposits
- Latest federal COVID-19 Relief Bill Sent to President
- Lease Accounting Software Efficiencies for Real Estate and Property Managers
- Lease Accounting Standards Allow Nonprofits to Use Risk-Free Rate
- Leaving California? Tax Strategies for Businesses and Individuals
- LOI and Purchase Agreement Strategies Every CFO Should Know
- M&A Deals - The Outlook for 2025
- M&A Due Diligence: Answers to Common Questions from Sellers
- M&A Strategy for Sellers: Deal Stage Preparation Guide
- M&A Technology is Transforming Due Diligence and Deal Execution
- Major R&D Credit Changes Coming Ahead
- Managed Security: In-House vs. Outsourced SOC
- Managing Financial Oversight During High Growth
- Maximize Cash in Your Pocket: 100% QSBS Exclusion
- Maximize the Tax Benefits of Transaction Costs
- Maximizing 199A Rental Income Deduction
- Measure ULA: Los Angeles Transfer Tax on Real Property Sales
- Medicaid Waiver Payments Were Earned Income Even Though the IRS Excluded Them from Gross Income
- Monetizing Renewable Energy Tax Credits
- Multi-Entity Resort Avoided $75K in Costs
- Navigating Tax Regulations and Reducing Tax Compliance Burdens for Your Business
- Navigating the World of M&A Valuation
- New Business Vehicle Tax Deduction: Buy vs. Lease
- New California Pass-Through Entity Tax Legislation
- New DOL Guidance Regarding Missing Participants
- New Estate Tax Portability Election Relief
- New Form 5500 Guidance: DOL Changes Participant Count Methodology
- New IRS Form: Sick and Family Leave Tax Credits for the Self-Employed
- New Schedule K-2 and K-3 Forms: Are You Ready?
- New SECURE Act 2.0 Long-Term Part-Time Employee Rules
- Newsom Targets Incomplete Non-Grantor Trusts for California Residents
- NOLs Suspended and Business Credits Limited in California
- Nonprofit Governance Post COVID-19 Pandemic
- Nonprofit Sustainability
- Nonprofit Webinar: Cybersecurity and Tax Reporting Issues Facing Nonprofits Today
- OBBBA Impact on Opportunity Zones
- October 2021 Audit & Assurance Newsletter
- OMB Proposed Rewrite of Uniform Guidance
- OMB Rewrite of Uniform Guidance
- One Big Beautiful Bill and Exempt Organizations
- One Big Beautiful Bill: What You Need to Know
- Operational Transfer Pricing Processes
- Operations and Remote Work: Outsourced Finance and Accounting
- Options for Franchisees Managing Multiple Companies in QuickBooks
- Outsourced Accounting Services for Small Businesses: What You Can Hand Off and What You Should Keep
- Outsourced Bookkeeping Services: How to Find the Ideal Bookkeeper
- Outsourced Payroll vs. In-House: Cost-Benefit Analysis for Small California Firms
- Outsourcing Accounting Services: What to Outsource, and When
- Overcoming Multi-Entity Accounting and Consolidation Issues
- Passthrough Entity Elective Tax and PPP Forgiveness Update
- Passthrough Entity Elective Tax Fix and Other Economic Relief On Its Way?
- Pen Test vs. Vulnerability Assessment: Which Does Your Company Need?
- Phishing Emails: How to Recognize Them
- Possible Extension of Section 199A Pass-Through Deductions
- PPP Deductions May Be Coming for California
- PPP Round 2: The Sequel
- Preparing for the Audit During COVID
- Preserving Your Retirement Plan's Company Matches
- Presidential Tax Plans, Policy Differences Harris vs. Trump
- Private Attorneys General Act (PAGA): Staying Compliant
- Private Companies Unsure About Lease Costs
- Professional Services Company Eliminated 64 Hours of Manual Payroll and Billing Processes
- Proposed IRS Regulations for 401(k) Forfeitures
- PTETs: Strategic Advantages in M&A Transactions
- QBot Malware Most Prevalent in the First Half of 2023
- Qualified Opportunity Zone Investors: The 2026 Tax Bill is Coming – What to Do Now
- Quality of Earnings Analysis and M&A Deals
- Questions an Exit Planning Advisor Should Ask for Better Results
- R&D Expenses and 2023 Taxes
- Ransomware - The Fastest Growing Cyber Threat to Your Business
- Real Estate Firms: Focus on Strengths with Outsourced Accounting
- Real Estate Investment and Capital Gains on Exit
- Recap of AICPA Not-for-Profit Advisory Committee Meeting of March 2025
- Recap of September 2024 AICPA Not-for-Profit Advisory Committee Meeting
- Receiving a Contribution of Cryptocurrency? Your Donor May Need a Qualified Appraisal
- Recent House Vote - Employee Retention Tax Credit Extension
- Reducing Cybersecurity Vulnerabilities in Time of Increased Threats
- Reforming Distribution Requirements for Donor Advised Funds and Private Foundations
- Relief for Partial Plan Termination Explained
- Remote Employee Relocations Create Tax Season Issues for Employers
- Remote Work Tax Implications, Home Office, Travel, and More
- Retirement Plan Provisions Modified by the SECURE 2.0 Act of 2022
- SAS 136 and Preconditions for an ERISA Section 103(a)(3)(C) Audit
- SB 167: California's Shift in Oil and Gas Taxation
- Schedule K-1: A Guide for Real Estate Investors
- Schedule K-2/K-3 Domestic Partnership Exemption Expanded and Revised
- Section 1031 or Like-Kind Exchange Tax Strategies
- Section 30D Clean Vehicle Credit
- Section 603 SECURE 2.0 Act - Guidance on Catch-Up Contributions
- SECURE 2.0 Act Streamlines Hardship Distributions Through Self-Certification
- SECURE 2.0 Act: Changes to Retirement Savings Plans
- SECURE Act 2.0 Clears House for Retirement Savings Plan Changes
- Security Awareness Training That Works
- Selecting the Right Accounting Audit Partner for Your Business
- Sell My Business? Am I Mentally and Operationally Ready?
- Sell-Side M&A Transactions and Tax Due Diligence
- Selling a Business, The Art of Letting Go
- Selling a Small Business in Seven Steps
- Semiconductor Bill Passed, President Biden Expected to Sign
- Senate Drafts Key Changes in Tax Bill
- Shifts in M&A Deal Flow as a Result of Rising Interest Rates
- Short-Term Rental Depreciation Considerations for Owners
- Signs You Have Outgrown QuickBooks Accounting Software
- Six GAAP Standards You Cannot Afford To Ignore
- Small Business Accounting: In-House to Outsourced
- Small Business Open Enrollment Benefits: Offer Fortune 500-Caliber Plans Without Breaking the Bank
- Spear Phishing Prevention: A Guide for Business Owners
- SSAE 18 Compliance and Who Needs It
- State Residency Rules to Know to Avoid Dual Taxation
- Steer Your Company Towards Growth with Fractional CFO Services
- Stock-Based Compensation and How it Is Affected by ASC 740
- Strategic BPO Benefits: The Modern Outsourcing Playbook
- Strategic Diversification: Strengthening Your Portfolio
- Streamline Your Business with Outsourced Accounting Services
- Tariff Refunds in M&A: Who Owns the Value?
- Tariffs and M&A Trends Part 1: Why Companies Acquire to Avoid Trade Barriers
- Tariffs and M&A Trends Part 2: Essential Tactics for Middle-Market Companies
- Tax Bill Passes House, Heads to Senate
- Tax Credits Available to Nonprofits Under the Inflation Reduction Act of 2022
- Tax Cuts and Jobs Act Sunset, Start Tax Planning Now
- Tax Dependent Deductions, Children, College, and Relatives
- Tax Planning Services for High-Earning Executives: How to Avoid Surprises Next Year
- Tax Relief for American Families and Workers Act of 2024
- Tax Relief for California Wildfire Victims
- Tax Relief/Stimulus Payment Bills Sent to Governor
- Tax-Filing and Tax-Payment Deadline Postponed to November 16, 2023 for Most California Taxpayers
- Taxation of Cryptocurrency Transactions: What You Should Know
- Technology Company Avoided $140K in Costs with Sage Intacct
- Tennessee Franchise Tax Property Measure (Schedule G) Refunds
- The 3-Statement Model: What Buyers Demand Before Talking Price
- The Benefits of Outsourced Accounting
- The Employee Retention Credit Has Ended, What Next?
- The Impact of AI in Accounting: Ready to Embrace the Future?
- The Impact of Crypto Asset Reporting on Nonprofit Organizations and Businesses
- The Impact of the COVID-19 Pandemic on M&A Deals
- The Importance of Accurate Variance Reporting, 5 Keys to Success
- The Importance of Beneficiary Designation Forms
- The Importance of Cybersecurity in M&A Due Diligence
- The Importance of Strategic Finance
- The Importance of the EBITDA Calculation in Business Valuation
- The Inflation Reduction Act of 2022 Passes in the Senate
- The IRS Is Putting a Hold on Processing New ERC Claims
- The New Federal Audit Clearinghouse
- The Power of Scenario Planning: Preparing Your Business for Any Economic Headwind
- The QuickBooks Alternative for Growing Companies
- The Short-Term Rental Strategy: A Powerful Tax Tool for High-Income Earners
- The Silent Killer: Why Inaccurate Accounting Kills Deals and How to Fix It
- The Strategic Leap: Why Cloud Computing Accounting Software is Your Next Step
- The Threat of Deepfake Technology Scams
- The Top Mergers and Acquisitions Benefits You Should Know
- The True Cost of a Cyber Breach
- The U.S. Bipartisan Infrastructure Bill: Funding and Requirements Guide
- The Value Drivers That Increase Company Worth Before a Sale
- Third-Party Risk Management: Why Your Vendors Are Your Biggest Cybersecurity Exposure
- Top 10 Cybersecurity Terms You Need to Know
- Top 5 Cyber Threats: Small to Mid-Sized Companies
- Trump Accounts vs. 529 Plans
- Trustworthy AI Model Integrity: The Foundation of Responsible Automation
- Turning Numbers into Strategy with Client Advisory Services
- Understanding California Residency vs. Domicile for Tax Purposes
- Understanding Revenue Synergies for a Successful M&A Strategy
- Understanding SALT Cap Workarounds
- Understanding the Buy, Borrow, Die Tax Planning Strategy
- Understanding the New Rules for Domestic R&D Expenses Under the OBBBA
- Unlocking Business Value Through Transferability: A Key to Sustainable Success
- Update! New Pass-Through Entity Tax Information
- Valuation Allowances for Deferred Tax Assets
- Value Acceleration and Exit Planning for Your Business | Webinar Recording
- Valuing Goodwill, Understanding Personal vs. Enterprise Goodwill
- Virtual CISO Services: When to Hire vs. Outsource IT Leadership
- WEBINAR | Five Do's and Don'ts for Retirement Plan Fiduciaries
- WEBINAR | Nonprofit Industry & Accounting Update
- WEBINAR | Update on the State of the Economy
- WEBINAR: Employee Retention Credit Essentials for Nonprofits
- What Are the Rules of the Restaurant Revitalization Fund?
- What is a SOC Audit, How to Prepare, and the Benefits
- What is a “Reasonable” Cybersecurity Posture?
- What is an Earnout and How Do They Work: Pros and Cons
- What is CECL, and How Will It Affect Nonprofit Organizations?
- What Nonprofits Need to Know About New Lease Accounting Standards
- What Parents Need to Know About the American Rescue Plan Act
- What Retirement Plan Fiduciaries Can Do to Prevent Lawsuits
- What You Need To Know About Cash Flow Analysis
- What You Need to Know, ERISA Record Retention Requirements
- What You Should Know About Cybersecurity Risk Assessments
- When Does a Retirement Plan Require an Audit?
- Where Does Tax Money Go - How Does The Government Spend It?
- Why Do Businesses Outsource CFOs?
- Why Work Remotely with Outsourced Accounting Services?
- Windes Leverages Sage Intacct to Deliver Modern, Cloud-Based Outsourced Accounting Solutions
- Windes SOC 2 Audit Checklist: Compliance Success
- With Property Taxes Rising, What Can You Deduct in 2021?
- Working Capital in M&A Transactions