Business Advisory Services

CPAs Acting as Interim CFOs: How to Manage the Risk
 

CPAs Acting as Interim CFOs: How to Manage the Risk

Posted: January 18, 2019
Professional liability insurance policies generally exclude coverage for services rendered when the policyholder also performs management duties or assumes management responsibilities on behalf of the client. Here are some simple precautions to better protect yourself, your firm and your stress level.

Effective Structuring in 2019 to Avoid SALT Exposure
 

Effective Structuring in 2019 to Avoid SALT Exposure

Posted: January 8, 2019
Effectively evaluating and monitoring changing state tax benefits and detriments is becoming vital rather than optional as the business tax climate in all states becomes more demanding and complicated.

Do New Tax Laws Mean It
 

Do New Tax Laws Mean It's Time for a New Identity?

Posted: November 20, 2018
When business owners see headlines proclaiming a 14-percent drop in the highest corporate tax rate, it’s only natural for them to assume that they can benefit from such a significant opportunity. But it's important to run the numbers first.

Deal or No Deal? M&A Due Diligence Could Make All the Difference
 

Deal or No Deal? M&A Due Diligence Could Make All the Difference

Posted: October 12, 2018
Monetizing a business can be successful for many clients, but taking advantage of an M&A opportunity requires a great deal of detail and strategy to ensure it is a success. Providing a roadmap for a well-executed due diligence process will be rewarded in the long run.

Steps to Take Risk Management to the Next Level
 

Steps to Take Risk Management to the Next Level

Posted: October 8, 2018
Companies can improve risk mitigation by investing in high safety standards, raising the bar on ethical expectations and developing a plan for supply chain disruption.


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