Newsletters Archives - Page 3 of 33

An Overview of Federal Loan Guarantee Management Best Practices

Posted on February 1, 2025

Federal loan guarantee management is the process government agencies use to oversee programs that provide guarantees on loans issued by private lenders. These guarantees reduce the risk for lenders, encouraging…

Navigating the Potential Expiration of the Qualified Business Income (QBI) Deduction

Posted on January 27, 2025

By Isabel

The Qualified Business Income (QBI) deduction, introduced under the Tax Cuts and Jobs Act (TCJA) of 2017, stands as one of the most impactful changes for business owners in recent…

Unlocking the Full Potential of Auditors: Strategic Advisors for Private Companies

Posted on January 27, 2025

By Isabel

In the fast-paced and ever-evolving world of business, private company owners often wear multiple hats. From driving growth and managing operations to ensuring compliance and safeguarding assets, the demands are…

Inventory Management Best Practices to Benefit Financial Reporting

Posted on January 27, 2025

By Isabel

If your business has significant inventory activity, ensuring inventory records are accurate provides a strong foundation for accurate financial reporting. Accurate financial data enables businesses, their owners, and key stakeholders…

How Federal Agencies Can Overcome Common Challenges in Grant Management

Posted on January 10, 2025

By Isabel

Grant management is an important cornerstone of many federal agencies. Doing it well enables grant-funded organizations to provide essential services to populations that need them. But it’s not always easy…

10 Transaction Monitoring Best Practices for Loan Guarantee Management

Posted on January 10, 2025

By Isabel

For loan guarantee programs, effective transaction monitoring helps mitigate risks, ensure compliance, and safeguard taxpayer interests. As regulatory environments shift and new challenges emerge, agencies will need to adopt robust…

How Federal Government Shutdowns Affect SBA Lending

Posted on January 7, 2025

By Isabel

Nearly all of us were following the news headlines or stories about the recent federal government shutdown and wondering when it would be over. While the duration and visibility of…

Preparing for an ERISA 103(a)(3)(C) Audit: A Guide for First-Time Plan Sponsors

Posted on December 19, 2024

By Isabel

Navigating an Employee Retirement Income Security Act (ERISA) 103(a)(3)(C) audit can be challenging, especially for plan sponsors who have never undergone a plan audit before. However, with proper preparation and…

Best Practices & Fiduciary Responsibilities for Employee Benefit Plan Sponsors

Posted on December 19, 2024

By Isabel

In today’s competitive job market, offering comprehensive employee benefit plans can be a game-changer for attracting and retaining top talent. However, sponsoring an employee benefit plan comes with a set…

Selecting the Right Service Providers for Your Defined Contribution Retirement Plans

Posted on December 19, 2024

By Isabel

In the complex world of Defined Contribution (DC) retirement plans, the selection of service providers for custodial and recordkeeping services is a critical decision that can significantly impact the plan’s…

Knowledge and Insights: Newsletters

An Overview of Federal Loan Guarantee Management Best Practices

Navigating the Potential Expiration of the Qualified Business Income (QBI) Deduction

Unlocking the Full Potential of Auditors: Strategic Advisors for Private Companies

Inventory Management Best Practices to Benefit Financial Reporting

How Federal Agencies Can Overcome Common Challenges in Grant Management

10 Transaction Monitoring Best Practices for Loan Guarantee Management

How Federal Government Shutdowns Affect SBA Lending

Preparing for an ERISA 103(a)(3)(C) Audit: A Guide for First-Time Plan Sponsors

Best Practices & Fiduciary Responsibilities for Employee Benefit Plan Sponsors

Selecting the Right Service Providers for Your Defined Contribution Retirement Plans

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