Key Personnel

To Audit or Investigate: That Is The Question…
Internal audits serve to provide independent assurance that a company’s risk management, governance and control processes are operating effectively, and address issues that are fundamentally important to the survival and…

Retire At Your Own Risk
Can you believe that the oldest Baby Boomers (who were born in 1946) will turn 70 this year? Although a lot of younger Boomers continue to be actively involved in…

Could A PEO Prune Your Employment-Related Hassles?
For business owners, employment-related hassles can sprout like weeds and quickly grow out of control. If you find yourself constantly getting tangled in a thicket of HR and payroll problems,…

Student Debt – A Growing National Crisis
Over 70 percent of Bachelor’s degree recipients need to borrow money to attend college – having racked up $1.3 trillion in student loan debt nationally. With the average debt being…

Holiday Saving Starts NOW
Summer was the time to get away, but now we’re back to school, college, and work. Before we know it, Thanksgiving will be over and the holidays will be nipping…

When Nonprofits are Taxed on Unrelated Business Income
While most nonprofits are operated primarily to be tax exempt, it doesn’t mean they won’t pay business income tax. When nonprofits generate income on unrelated activities, this can result in that

Trends in Family Philanthropy
Whether you are a family foundation or a grant-seeker, we thought you would find some interest in these trends. Family foundation giving almost doubled between 2002 and 2013 and the…

Is Your Payroll Service Provider Really Remitting Your Taxes?
At a recent client board meeting I was asked how an organization would know if their payroll service provider was remitting the payroll taxes on their behalf. In light of…

Our Annual Business Plan – We Have One Too!
Well we did it again – we went to Washington to recharge, regroup and visit with our nonprofit peers to convene about top of mind subjects at the AICPA not…

Lines of Defense – The Key Challenges in Integrating Control Activities
The current economic environment and significant risk events over the last few years have caused companies to maintain a renewed focus on the effectiveness of risk management. Substantial amounts have…