April 23, 2018 Participant Corner: Rebalancing Your Portfolio This month’s employee memo provides participants with information on rebalancing portfolios — what it is, its purpose and how to … Read More
April 23, 2018 Evaluating Your Plan’s Fees? Think More, Not Less. Should you reduce your plan’s fees to better serve participants? Many vocal experts speaking on behalf of investors and participants … Read More
April 23, 2018 Have You Conducted a Fee Equalization/Levelization? Fees in defined contribution (DC) plans can be complicated. Historically, fees have not been fully and simply disclosed, but the … Read More
April 18, 2018 Should Your Nonprofit Have An Advisory Board? Advisory board members aren’t responsible for governing your nonprofit the way regular board members are. But they nevertheless have an … Read More
April 18, 2018 Business Interest Expense Deductions Guidance The IRS has issued interim guidance on the new business interest expense deductions created by the Tax Cuts and Jobs … Read More
April 16, 2018 Public vs. Private Companies: Different Accounting Rules From Main Street to Wall Street, businesses come in various sizes. One set of accounting rules can’t fit everyone, so … Read More
April 16, 2018 4 Steps To Boosting Positive PR For Your Nonprofit Getting your nonprofit in the news in a positive way broadens its exposure, enhances its credibility and enables you to … Read More
April 11, 2018 Internal Control Testing: What Role Does Sampling Play? Auditors rely on more than just random techniques and gut instinct to pick transactions to analyze during internal controls testing. Read More
April 6, 2018 SD Mayer Announces Financial Planning Workshop Series SD Mayer & Associates LLP, an accounting, technology and financial advisory services solutions provider, today announced that it will hold … Read More
April 4, 2018 Section 163 (J) Interest Limitation Guidance On April 2, the U.S. Department of the Treasury and the IRS (Treasury) released Notice 2018-28 (the Notice) to provide … Read More
April 4, 2018 Treasury Issues Additional Guidance Under Section 965 On April 2, 2018, the Department of the Treasury and the Internal Revenue Service (collectively, “Treasury”) issued Notice 2018-26 (the … Read More
April 4, 2018 Finding A Bookkeeper For Your Nonprofit Nonprofit bookkeepers may be required to handle everything from accounts payable to audit preparation to sending donor acknowledgments. To find … Read More
