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SD MAYER INSIGHT

In-depth advice on wealth management, outsourced accounting, tax, and audit services.

Steps to Take In Advance of a Compliance Audit: A Timeline

Steps to Take In Advance of a Compliance Audit: A Timeline

Putting a professionally-managed compliance program into place for your company can be a challenging and complex task. Starting from scratch and getting everyone trained and tested in all regulatory topics takes time and careful planning. It can take a year or more to...

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Not Just for Seniors: When to Buy Life Insurance

Not Just for Seniors: When to Buy Life Insurance

No one really loves to discuss life insurance except perhaps, well, insurance brokers. The subject alone inherently addresses end-of-life issues and final expenses head-on. Even most of the life insurance advertisements we see in digital media or on TV don’t depict...

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529s vs ESAs: Exploring College Savings Plans

529s vs ESAs: Exploring College Savings Plans

It’s no secret that the cost of a college education has skyrocketed, and that more and more individuals are incurring significant amounts of debt in order to pay for their degrees, to the tune of about $1.5 trillion. Education is so expensive now that even with...

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SOX Compliance: What Publicly Traded Companies Need to Know

SOX Compliance: What Publicly Traded Companies Need to Know

In the early 2000s, a series of major corporate scandals destroyed billions of dollars in market capitalization and caused thousands of people to lose their jobs. The failures of top executives caused shareholder stocks to become nearly worthless. Even major...

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Can Auditors Provide Non Audit Services?

Can Auditors Provide Non Audit Services?

Most business managers and non-profit directors hire external auditors for specific audit-related needs only. These outside experts review the organization’s books and financial statements which then get distributed to external shareholders, the public, or other B2B...

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Wealth Management for Beginners: Advice from an Expert

Wealth Management for Beginners: Advice from an Expert

You’re a middle-income earner with some assets and some serious goals for your future and retirement. You know you’re ready to begin organizing your finances to better meet these goals, but you aren’t entirely sure where to start. If you’ve never had help before with...

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Do You NEED a Wealth Manager? And Other Real Questions

Do You NEED a Wealth Manager? And Other Real Questions

If you ask ten of your friends or loved ones what it means to be financially healthy, you’ll probably get ten very different answers. We tend to develop our ideas and perceptions about finances from a multitude of influences; these can include everything from the ways...

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Updated Rules For Use Of Employer-Provided Vehicles

Updated Rules For Use Of Employer-Provided Vehicles

An attractive fringe benefit for some employees is an employer-provided vehicle that can be used for business and personal use. The IRS recently issued guidance on how to value the personal use of such vehicles to include the amount in an employee’s income.
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The DOL Proposes Updated Overtime Exemption Rule

The DOL Proposes Updated Overtime Exemption Rule

There’s been much upheaval over the overtime exemption rule since the last one went into effect in 2004. The Department of Labor has issued a proposed update to the rule, but it’s unclear if it will be finalized in its current form.
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Automating Your Accounting Department

Automating Your Accounting Department

Robotic process automation (RPA) is the wave of the future. While most RPA initiatives target “core” business operations, routine accounting functions also can be automated. RPA software can assume control of such tasks as journal entries, bank reconciliations, and certain aspects of budgeting and forecasting. However, using RPA in financial reporting takes some initial legwork and a fresh mindset. It also may affect the procedures a CPA performs when preparing your financial statements. Contact us for more information.
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