Knowledge and Insights: Newsletters

Don’t Let Your Tax Refund Burn a Hole in Your Pocket

April 15th has passed and many of us are awaiting, or recently received, a tax refund.  The average U.S. taxpayer refund over the last two years has approximated $3,100.  If…

Read More

Focus on Fair Lending Compliance

Fair lending compliance remains in high focus with federal and state regulators. The Department of Justice recently created a new fair lending enforcement unit staffed with economists, attorneys and an…

Read More

Achieve Growth Through Compliance Leadership

The banking industry has seen noted changes in income margins for institutions of all sizes over the last five to ten years. Growth strategies focused solely on revenue channels are…

Read More

It’s a Taxing Time of Year for Companies in Bankruptcy

Keeping on top of tax compliance is one aspect of the working relationship that debtors and bankruptcy professionals have with accountants or financial advisors.  One pitfall I’ve seen is that…

Read More

The Role of the Forensic Accountant in Fraud and Defalcation of Business Assets

In many cases the forensic accountant is engaged too late. This usually results from lack of knowledge of the critical importance of discovery during the first five days of an investigation.…

Read More

Does Your Audit Committee Have What It Takes?

For-profit companies are always searching for ways to improve their efficiency and productivity—otherwise known as the “bottom line.” Nonprofit organizations have the same needs. Similar to public corporations, the board…

Read More

Would Your Nonprofit Benefit From an Alliance or Merger?

Nonprofits are finding it increasingly difficult to operate under the continued financial uncertainty and regulatory pressures of the last several years. Many have reached the point where they have begun…

Read More

Strengthen Your Municipal Management and Credit Rating

Ratings agencies track the financial condition of bond issuers and update their ratings if and when necessary. Many credit ratings are upgraded or downgraded by these agencies each year. Such…

Read More

The Importance of Succession Planning in Government

According to the U.S. Census Bureau’s Census of Governments report, the number of state and local government employees decreased 0.2% and 1.5%, respectively, from 2010 to 2011, the latest available…

Read More

National ‘America Saves’ Week – February 25th to March 1st

Looking to achieve a financial goal? Whether it is something small like the latest new gadget, large like a down payment for a house, or ongoing like retirement, saving is the best ways to get there.

Read More