Newsletters Archives

Multi-Year Grant Funding: When Nonprofit Financial Statements Don’t Tell the Whole Story

Posted on September 26, 2026

For years, funders have been encouraged to provide more multi-year funding. Nonprofit leaders have welcomed that shift, and for good reason. Multi-year commitments provide stability, support long-term planning, and allow…

AI, Deepfakes, Fraud & Scams: A Perspective for Bankers & the Customers They Serve

Posted on September 23, 2026

By Dominic Hulick

Artificial intelligence is enabling criminals to proliferate fraud at a rate higher than ever. Banks and financial institutions must rethink how they approach identity verification, fraud prevention, and risk management…

Trump Accounts — A New Planning Tool for the Next Generation

Posted on August 24, 2026

By Kimberly Zisa

A CLIENT ADVISORY FROM OUR TAX DEPARTMENT Trump accounts are a recently introduced federal child savings vehicle designed to help families begin retirement-oriented investing during childhood. For high-net-worth families, we…

Inventory Management Best Practices for Accurate Financial Reporting

Posted on August 13, 2026

By Stephen Noon & Stephanie Toplinski

For companies with significant inventory, accurate inventory management remains a critical component of reliable financial reporting. Inventory often represents a substantial portion of a company’s assets, directly impacting profitability, cash…

IRS Expands Business Tax Account Access for Tax‑Exempt Organizations

Posted on April 29, 2026

By Lovepreet Buttar

The IRS has expanded access to its Business Tax Account (BTA) to include tax‑exempt organizations, along with partnerships and government entities. For nonprofit leaders, this is a meaningful step toward modernizing how organizations…

OBBBA & MEDICAID COMPLIANCE: A COMPLETE GUIDE FOR HEALTHCARE PROVIDERS

Posted on September 19, 2025

By Heather Tiernan

The One Big Beautiful Bill Act (OBBBA) is reshaping the world of Medicaid billing and compliance, bringing both opportunities and new challenges for healthcare organizations. With the move to consolidated invoicing and more…

The Role of a Forensic Accountant in Litigation

Posted on April 9, 2025

By Frank Pina

Forensic accounting is a specialized field that merges accounting, auditing, and investigative skills to analyze financial information and provide insights in legal contexts. Forensic accountants are crucial in litigation, offering…

The Rise of Pig Butchering Scams: A Modern Financial Threat

Posted on April 9, 2025

By Jenniffer Fox

In the ever-evolving landscape of cybercrime, fraudsters continuously devise new schemes to exploit unsuspecting individuals. One of the most insidious and rapidly growing scams is known as “pig butchering.” This…

Preparing for a Financial Statement Audit

Posted on March 27, 2025

By Digesh Patel

A financial statement audit is essential for any business, including government agencies, aiming to ensure accuracy and transparency in their financial reporting. Whether you’re a small business owner or the…

Strategic Planning for Modern Businesses: Charting the Course to Success

Posted on March 20, 2025

By Myron M. Gellman

In the dynamic and highly competitive landscape of business, strategic planning is not just a necessity; it’s the cornerstone of sustainable success. Whether you’re running a manufacturing, construction, real estate,…

Knowledge and Insights: Newsletters

Multi-Year Grant Funding: When Nonprofit Financial Statements Don’t Tell the Whole Story

AI, Deepfakes, Fraud & Scams: A Perspective for Bankers & the Customers They Serve

Trump Accounts — A New Planning Tool for the Next Generation

Inventory Management Best Practices for Accurate Financial Reporting

IRS Expands Business Tax Account Access for Tax‑Exempt Organizations

OBBBA & MEDICAID COMPLIANCE: A COMPLETE GUIDE FOR HEALTHCARE PROVIDERS

The Role of a Forensic Accountant in Litigation

The Rise of Pig Butchering Scams: A Modern Financial Threat

Preparing for a Financial Statement Audit

Strategic Planning for Modern Businesses: Charting the Course to Success

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