09/05/2017

Practice Strategies - Summer 2017

  • Coordinating Healthcare for Each Patient: Could Your Practice Qualify as a Medical Home? | Page 1
  • Convenience, Comfort, Reimbursement: Ancillary Services Are Adding Revenue | Page 2
  • The Latest on ACI: Understanding This Critical MIPS Score Component | Page 3
  • Which Ancillary Services Could You Offer? | Page 4

08/29/2017

Nonprofit Insights - Summer 2017

  • Prepare for the Inevitable: Understand Conflicts of Interest Before They Happen | Page 1
  • Employee-Centered Giving: How to Harness Corporate Philanthropy Today | Page 2
  • Clarifying Donor Restrictions: New Reporting of Net Assets Starting Soon | Page 3
  • Sponsorship vs. Advertising: Know the Difference | Page 4 

08/22/2017

Business Owner's Perspectives- Summer 2017

  • The Ultimate End Game: What You Should Know About Selling Your Company | Page 1
  • Word to the Wise: Beware of Behavioral Red Flags That May Indicate Fraud | Page 2
  • Focus on Employee Benefits: How to Choose the Right Auditor for Your Plan | Page 3
  • Scam Alert: Watch out for Social Engineering | Page 4

08/17/2017

Dimensions - Summer 2017

  • Regulatory Compliance: Are Changes in Store at OSHA? | Page 1 
  • R&D Tax Credit: Could Your Contracting Business Qualify? | Page 2
  • Focus on Safety: OSHA's Top 10 Violations and "Fatal Four" Hazards | Page 3
  • Watch the Overhead: Even in Good Times | Page 4

08/15/2017

Benefits in Brief- Summer 2017

  • Indirect Payments and Revenue Sharing: Are the Fees Your Plan is Paying Reasonable? | Page 1
  • Corporate Mergers and Spinoffs: How Will Your Retirement Plan Be Affected? | Page 2
  • Sending ERISA Disclosures: The Benefits of Electronic Delivery | Page 3
  • Conditions Ripe For Transfer of Pension Plan Risk | Page 4

07/27/2017

Nonprofit Insights- Spring 2017

  • Compliance Matters: Expense Reporting Takes on New Significance | Page 1 
  • Buyers Guide: Choosing the Right Board Portal | Page 2 
  • Functional Expense Reporting: Have a Plan (and Stick to It) | Page 3
  • Reduce Uncertainty with an Operating Reserve | Page 4

07/18/2017

  • Update on the IRS Repair Regs: How to Maximize Your Company’s Tax Benefits | Page 1
  • Word to the Wise: Know Your Leadership Style | Page 2
  • Social Security Strategies: New Developments Warrant a Fresh Look | Page 3 
  • How to Manage the Loss of a Key Employee | Page 4

07/13/2017

Financial Lending Notes | Spring 2017 

  • A Best Practices Review: Small Business Loan Underwriting and Structure | Page 1
  • Banks and Cybercrime: Is Your Bank Vulnerable to a Cyber Attack? | Page 2
  • Small Business Loan Best Practices | Page 3
  • CECL: The Clock is Ticking | Page 4

 

07/12/2017

Benefits in Brief - Spring 2017

  • Record Retention: What to Hold, When to Fold | Page 1
  • Going It Alone: What to Know About Self-directed Brokerage Accounts | Page 2
  • Compliance Matters: Full Scope vs. Limited Scope Audits | Page 3
  • 6 Best Practices for Plan Sponsors | Page 4

07/11/2017

Dimensions- Spring 2017

  • Captive Insurance: Three Recent Developments to Watch | Page 1
  • New Revenue Recognition Standard: Where Things Stand | Page 2
  • FASB Lease Accounting Standard: Anticipate Its Effects in Advance | Page 3
  • New OSHA Electronic Reporting Requirement | Page 4

07/10/2017

Attorney's Report - Spring 2017

  • Document Retention and Destruction: Understanding the Document Lifecycle|Page 1
  • Deferred Compensation: How to Mitigate the Risks of an Unfunded Plan|Page 2 
  • File Retention: How Long Should You Keep Client Files?|Page 3 
  • 6 Steps to Better Time Management|Page 4

07/01/2017

Mueller Prost Grows to 18 Partners in July

William Azevedo and Terry Richars, CPA/ABV, ASA Become Newest Mueller Prost Partners

06/14/2017

Practice Strategies-Spring 2017

  • A Competitive Advantage: Should Your Practice Offer Extended Hours? | Page 1
  • Not for Everyone – Yet: What You Need to Know About AAPMs | Page 2
  • Early Attention Pays Off: Prevention Is the Key to Reducing Denied Claims | Page 3
  • Help Physicians Get off the Burnout Track | Page 4

06/13/2017

Valuation Report - Spring 2017

  • Transaction Strategies: Understanding Investment Value and Synergies in a Sale | Page 1
  • Valuation Insights: What’s the Relationship Between Debt and Value? | Page 2
  • Transaction Strategies: Investment Value and Synergies | Page 3
  • Considerations When Valuing a Carve-Out | Page 4

05/02/2017

Practice Strategies- Winter 2017

  • Medicare Need-to-Know: Understanding the MACRA Final Rule | Page 1
  • Efficiency in Motion: 5 Steps For Better Practice Flow | Page 2
  • MACRA Implementation: Pick Your Pace | Page 3
  • Are Your Practice Agreements Getting Dusty? | Page 4

02/23/2017

Benefits in Brief - Winter 2017

  • Hardship Requests Require Extra Diligence  |  Page 1
  • When Is a Loan Not a Loan?  |  Page 2
  • Safe Harbor Distributions  |  Page 3
  • Does Your Plan Support Financial Well-Being?  |  Page 4

02/21/2017

Business Owner's Perspectives - Winter 2017

  • Business Valuation:  How Much is Your Company Worth...Really?  |  Page 1
  • Word to the Wise:  Make the Most of the Generation Gap at Work  |  Page 2
  • New Lease Accounting Standard:  How Will Your Business Be Affected?  |  Page 3
  • New FASB Standard Simplifies NFP Reporting  |  Page 4

02/14/2017

Nonprofit Insights - Winter 2017

  • Accounting Standards Update:  Rethinking Nonprofit Financial Reporting | Page 1
  • Managing Mishap:  How to Keep Special Events Calamity-Free | Page 2
  • A New Face for Your Financials:  Start Preparing Now | Page 3
  • How Dusty Are Your Docs? | Page 4

01/10/2017

Attorney’s Report -- Winter 2017

  • Avoiding Ethical Concerns with Client Funds | Page 1
  • The Challenge of Valuing Intellectual Property | Page 2
  • Could You Survive a Trust Account Audit,How to Handle Fee Disputes? | Page 3
  • How to Handle Fee Disputes | Page 3
  • How to Fight Associate Attrition | Page 4

01/05/2017

Practice Strategies -- Fall 2016

  • Revenue Management: Revenue Management: Are You Collecting at the Time of Service? | Page 1
  • Virtual Visits: Is It Time for Telemedicine? | Page 2
  • Talking Costs: Helping Patients Afford Their Care. | Page 3
  • Who’s Counting Your Cash? | Page 4

01/04/2017

Financial Lending Notes – Fall 2016

  • How Community Banks Might Be Affected | Page 1
  • A Threat to Traditional Small Business Lending | Page 2
  • New Lease Accounting Standard Finally Approved | Page 4

12/21/2016

Valuation Report – Fall 2016

  • Litigation Insights: Court Cases Illustrate Key Valuation Concepts | Page 1
  • Word to the Wise: Put Projections in Context | Page 2
  • Expert Witness or Consultant: Which Do You Need? | Page 4

 

10/24/2016

Nonprofit Insights – Fall 2016

  • Risk Management for Volunteers: 5 Questions You Should Be Asking | Page 1
  • Compliance Matters: Fundraising Events and Fair Market Value | Page 2
  • Best Practices: Risk Management Steps You Can Take Today | Page 3
  • Are You Protecting Your “Good Standing”? | Page 4

10/18/2016

Business Owner’s Perspectives – Fall 2016

  • Year-end Tax Moves: Now is the Time to Start Planning | Page 1   
  • Word to the Wise: Will the New Overtime Rules Affect Your Business? | Page 2
  • Credit Insurance: How You Can Insure Payment of Accounts Receivable | Page 3
  • The Benefits of a Business Advisory Board | Page 4

10/13/2016

Benefits in Brief – Fall 2016

  • Regulatory Update: Investment Advisors Become Fiduciaries Under ERISA | Page 1
  • Audit Speak: How (and When) to Communicate with Your Auditor | Page 2
  • Understanding Control Deficiencies | Page 2
  • Best Practices: How to Ensure Accurate Census Data | Page 3
  • When Not to Rely on Your TPA | Page 4

10/12/2016

Dimensions – Fall 2016

  • Pursuing New Opportunities: Be Sure You Have Adequate Bonding Capacity | Page 1
  • Financial Reporting: How New Lease Accounting Rules Will Affect Contractors | Page 2
  • By the Numbers: Five Key Performance Indicators Sureties Watch | Page 3
  • Know When to Say “No” | Page 4

10/04/2016

Valuation Report – Summer 2016

  • Tax Matters: Research Backs Validity of Tax Affecting S Corporations | Page 1
  • The Damage Done: The Ins and Outs of Calculating Lost Profits | Page 2
  • Valuation Insights: Normalizing Compensation Reflects True Cash Flow | Page 3
  • Discount Planning to Save Taxes Is Under Fire | Page 4

 

 

 

10/03/2016

Attorney’s Report – Fall 2016

  • Deferred Fee Arrangements: Get Paid on Your Time | Page 1     
  • Practice Pointers: Stop Costly Clients at the Door | Page 2
  • Problem Client Profiles | Page 2
  • Understanding Qualified Settlement Funds (QSFs) | Page 3
  • Cash Flow Planning Pointers | Page 4
        

09/21/2016

MO Sales and Use Tax on Delivery Charges

Due to a recent court ruling, delivery charges may now be subject to sales or use tax.

08/24/2016

Why Businesses Need to Know About the IRS's Proposed Changes to Section 2704

IRS Releases Proposed Regulations on Section 2704, Causing Concern of Business Discounts Being Obsolete.

08/16/2016

Nonprofit Insights - Summer 2016

  • IRS Form 990: Is Your Board Onboard? | Page 1
  • Disaster Recovery Planning for Nonprofits | Page 2
  • The Dangers of Excess Benefit Transactions | Page 3
  • Tips for Setting Executive Compensation | Page 4

07/29/2016

Dimensions - A CPA's Report to the Construction Industry - Summer 2016

  • Indirect Cost Allocation | Page 1 
  • Managing for Success | Page 2
  • Is an IRS Audit in Your Future? | Page 3
  • Estimating and Bidding Checklist: Five Best Practices | Page 4

07/27/2016

Mueller Prost Named Finalist for Best in Business

Mueller Prost Named One of the Top Four Accounting Firms in St. Louis Metro Area by the Small Business Monthly

07/26/2016

Benefits in Brief - Summer 2016

  • Compliance Matters: How to Determine Eligible Compensation | Page 1 
  • Plan Operations : Keys to Switching Service Providers Painlessly | Page 2
  • Best Practices : Take Steps Now to Avoid Compensation Errors | Page 3
  • A Matter of Record : Why Minutes Matter | Page 4

07/22/2016

Mueller Prost Launches Young Professionals Group

Mueller Prost Launches Young Professionals Group   

07/19/2016

Business Owner's Perspectives - Summer 2016

  • Marketplace Lending: Should You Search for Business Financing Online? | Page 1
  • Don't Ignore State and Local Tax Liabilities | Page 2 
  • Popular Tax Breaks Extended | Page 3 
  • Buy-Sell Agreements: A Must for Partnerships | Page 4 

07/07/2016

Mueller Prost Grows to 18 Partners in July

Greg S. Pfeuffer and Christopher B. Volz Become Newest Mueller Prost Partners

06/28/2016

Mueller Prost Hires New Marketing Director

Kate Ewing Joins Mueller Prost as Director of Marketing and Practice Growth

06/23/2016

Manufacturing & Distribution - Spring 2016

  • Tax Planning - PATH Makes Several Key Tax Provisions Permanent | Page 1
  • Word to the Wise - Start with the Customer to Establish Target Pricing | Page 2
  • Estate Planning is Important, Even with Higher Exemption | Page 3
  • Take Advantage of Economic Incentives and Credits | Page 4 

06/22/2016

SEP and Simple IRA Plans - Avoiding Common Errors

The IRS recently identified a number of common errors seen in two of the most popular retirement plans used by small businesses - the SEP plan and the SIMPLE IRA plan.

06/15/2016

Attorney's Report | CPA’s Report to the Legal Profession - Spring 2016

  • Make Your Content Count | Page 1
  • Strategic Recruitment | Page 2
  • 5 Ways to Stay Out of Trouble Online | Page 3
  • CPAs and the Mediation and Arbitration Process | Page 4

06/14/2016

Practice Strategies - Spring 2016

  • How Mid-Levels Can Transform Your Practice | Page 1 
  • Protecting Patient Data Is Your Responsibility | Page 2
  • The Role of Mid-Level Providers | Page 3
  • The Telltale Signs of Fraud | Page 4

06/13/2016

Valuation Report - Spring 2016

  • The Ins and Outs of Using a Neutral Appraiser | Page 1 
  • Key Factors Influencing Physician Practice Valuations | Page 2 
  • Buyer Beware: How to Perform Proper Due Diligence | Page 3
  • Valuation or Calculation: Which Do you Need? | Page 4

06/09/2016

Financial Lending Notes - Spring 2016

  • How the Guidance Indirectly Affects Community Banks | Page 1
  • Test For Rising Rates and Other Adverse Outcomes | Page 2
  • What You Should Know Right Now | Page 3 
  • GAO Report Examines Impact of Dodd-Frank Rules | Page 4

06/08/2016

Nonprofit Insights - Spring 2016

  • Is Your Board an Accident Waiting to Happen? | Page 1
  • Q&As for Receiving Federal Awards | Page 2
  • Building a Fundraising-Friendly Award | Page 3
  • What are 403(b) Plan Compliance Responsibilities | Page 4

06/07/2016

Benefits in Brief - Spring 2016

  • Relief Now Available for Elective Deferral Failures | Page 1 
  • Hiring a Quality Auditor Is Your Responsibility | Page 2 
  • Is It Time for Automatic Enrollment? | Page 3
  • Four Questions Your 401(k) Committee Should Ask | Page 4

06/07/2016

Don't miss out on potential income tax credits!

The  deadline to file the necessary forms to claim the Work Opportunity Tax Credit (WOTC) is quickly approaching. 

05/02/2016

Business Owner's Perspectives - Spring 2016

  • Succession Planning: Are You Honing Next-Generation Leaders? | Page 1
  • Word to the Wise: Estate Planning: Don't Ignore It | Page 2
  • What's Next?: Why Owners Hang On Too Long | Page 3
  • Wellness Takes Center Stage in Benefits | Page 4

03/21/2016

Nonprofit Insights - Winter 2016

  • What's On Your Attorney General's Radar? | Page 1
  • 5 Things Your Nonprofit Should Know | Page 2
  • Public Charity of Private Foundation? | Page 4

03/17/2016

Financial Lending Notes - Winter 2016

  • Managing Portfolio Credit Risk: Has Your Bank Defined its Risk Appetite? | Page 1
  • Lending Discipline: The Importance of Sound Commercial Lending Policies | Page 2
  • Why BSA Compliance Is Critical Today | Page 4

03/16/2016

Benefits in Brief - Winter 2016

  • An Ounce of Prevention: The Case for Effective Internal Controls | Page 1
  • ERISA 3(21) vs. 3(38): Which Role Is Your Investment Advisor Playing? | Page 2
  • Signs of Weakness: Understanding Control Deficiencies | Page 3
  • Non-discrimination Testing for Health and Welfare Plans | Page 4

03/07/2016

Business Owner's Perspectives - Winter 2016

  • Exit Planning Strategies: Is an ESOP Right for You and Your Employees? | Page 1
  • Word to the Wise: Fraud Prevention: What Works? | Page 2
  • C to S Corp Switch: There's More To This Than Meets the Eye | Page 3
  • Four Steps to Getting the Most from a Voluntary Audit | Page 4

03/06/2016

White Collar Overtime Rules May Make You Hot Under the Collar

Does your company have “white collar” salaried employees making less than $50,440? If so, you could be impacted when the Department of Labor (DOL) releases the final overtime rule later this year.

03/02/2016

Dimensions - A CPA's Report to the Construction Industry - Winter 2016

  • The Search for Skilled Workers | Page 1
  • VIE Rules Can Cause Confusion | Page 2
  • Are You Ready for the Paperless Jobsite? | Page 3
  • Structuring Your Business: CFO, Controller or Both? | Page 4

02/15/2016

Practice Strategies - Fall 2015

  • Claim Denials: Prepare Your Strategy for ICD-10 | Page 1
  • Signing Bonuses: The Icing on the Recruitment Cake | Page 2
  • A Closer Look at Direct Primary Care | Page 4

02/11/2016

Valuation Report - Fall 2015

  • Litigation Review: Court Cases Shed Light on Key Valuation Topics | Page 1
  • Industry Insights: Consideration in Oil and Gas Valuation | Page 2
  • DLOM Tool Offers Probability-Based Calculations | Page 4

02/09/2016

Financial Lending Notes - Fall 2015

  • Lending to Nonprofits: Promise...and Peril...for Community Banks | Page 1
  • Planning for Disaster: Do Borrowers Have Business Interruption Insurance? | Page 2
  • Global Cash Flow and Personal Expenses | Page 4

02/08/2016

Nonprofit Insights: A Newsletter for Nonprofit Decision Makers - Fall 2015

  • Nonprofit Fundraising: Discover the Power of the Crowd | Page 1
  • Financial Literacy: Does Your Board Really Know the Numbers? | Page 2
  • A Look at Liability: Why Do Nonprofits Get Sued? | Page 3
  • How to Maximize Community Foundation Giving Days | Page 4

02/04/2016

Manufacturing and Distribution - Fall 2015

  • R&E Tax Credits:  Don't Leave Money on the Table  |  Page 1
  • Fraud Vulnerability:  Where Are Your Weaknesses?  |  Page 2
  • Word to the Wise:  How to Build an Incentive Compensation Plan  |  Page 3
  • Captives Are Good For Smaller Businesses, Too | Page 4

01/20/2016

Mueller Prost Adds Two Partners in January

Matthew Fraizer, CPA, CCA, and W. Guy Crouch, CPA, Become Newest Mueller Prost Partners

08/03/2015

Manufacturing and Distribution - Summer 2015

  • Business Basics:  Manage Cash Flow to Keep Your Company Healthy  |  Page 1
  • Word to the Wise:  Treat Your Company Like an Investment  |  Page 2
  • Preparing for Sale:  What's so Personal About Personal Goodwill  |  Page 3
  • Increased IT Security Imperative for Manufacturers  |  Page 4

04/10/2015

Business Owner's Perspectives - Spring 2015

  • What's Your End Game:  The Importance of Succession Planning | Page 1
  • Focus on Operations: The Benefits of Performing an Operational Review | Page 2
  • Word to the Wise: Take Time to Be Strategic | Page 3
  • Disaster Planning:  Expect the Unexpected | Page 4

04/08/2015

Dimensions: A CPAs Report to the Construction Industry - Spring 2015

  • Avoiding Boom and Bust: Grow Your Company the Right Way | Page 1
  • Claims Management: Quick Response is Critical When Disputes Arise | Page 2
  • Greener Pastures: Points to Consider When Working Across State Lines | Page 3
  • How Grouping Can Avoid the Medicare Surtax | Page 4

04/01/2015

Manufacturing and Distribution - Spring 2015

  • Tips for Taxpayers:  Think About 2015 Tax Planning Opportunities | Page 1
  • Word to the Wise:  How to Protect Your IP From Global Threats | Page 2
  • Next Steps:  Would an ESOP Work for Your Company? | Page 3
  • A Primer on Unclaimed Property Reporting Rules | Page 4

03/23/2015

NPE2015: Conversations with Plastics News

Michael Devereux II, CPA, Partner and Director of Plastics Industry Services, sits down with the Economics Editor of Plastics News, Bill Wood, during the NPE:2015 conference on Tuesday in Orlando, FL

03/16/2015

Practice Strategies: A Newsletter for Healthcare Professionals - Winter 2015

  • Disability Insurance: Are You as Covered as You Think You Are? | Page 1
  • Before Making the Offer: Tips for Effective Recruiting | Page 2
  • For the Sake of the Practics | Page 3
  • Using Utilization Data to Increase Reimbursement | Page 4

03/12/2015

Manufacturing and Distributions - Winter 2015

  • Best Practices: Stop "Profit Leaks" to Increase Efficiency | Page 1
  • Word to the Wise: How Do Your Fraud Prevention Measures Stand Up? | Page 2
  • Accounting Matters: Get Ready for New Revenue Recognition Rules | Page 3
  • Is it Time for a Depreciation Schedule Cleanup? | Page 4

02/20/2015

Valuation Report: Business Valuation Trends and Strategies - Winter 2015

  • Litigation Update: Genco Case Illuminates Key Valuation Issues | Page 1
  • Exit Planning: Put Yourself in the Mind of a Buyer | Page 2
  • What's It Worth...to Whom?  | Page 4

02/13/2015

Business Owner's Perspectives - Winter 2015

  • Going Global: How to Grow by Expanding Internationally | Page 1
  • Word to the Wise: Is Your Business Healthy? | Page 2
  • Tax Tips: Be on the Lookout for Tax Identity Theft | Page 3
  • Dealing with Complicated Families | Page 4

12/29/2014

Attorney's Report: A CPAs Guide to the Legal Profession - Winter 2015

  • Fraud Watch: Seven Internal Controls for Law Firms | Page 1
  • Law Firm Profitability: Benchmarking and Key Performance Indicators | Page 2
  • "Quick, What Do We Do?": First Steps When Fraud is Detected | Page 3
  • Three Steps for Boosting Profits | Page 4

11/19/2014

Still Not Using the R&D Tax Credit?

A majority of plastics processors and toolmakers probably send too much money to the IRS. Why? The R&D Tax Credit is getting a lot of attention at conferences and across the industry.  Here is what you need to know.

11/13/2014

Dimensions -A CPAs Report to the Construction Industry - Fall 2014

  • Strategies for Success: How to Improve Worker Productivity | Page 1
  • Deductible Casualty Losses: Adequate Records Are a Must | Page 2
  • Setting Benchmarks: Start with Onsite Observations and Activity Sampling | Page 3
  • Add Value to Create a Competitive Edge | Page 4

08/27/2014

Attorney's Report: A CPA's Report to the Legal Profession - Summer 2014

  • Compensation Issues: Tips for Incentivizing Non-equity Partners | Page 1
  • Forensic Accounting: Establishing Value in Dissenting Shareholder Cases | Page 2
  • Risk Management: How to Reduce Your Firm's Exposure | Page 3
  • Estate Tax Update: Portability Extended | Page 4

08/20/2014

Final Rules Give More Flexibility for Managing the Risk of Outliving Retirement Savings

Final rules announced by the U.S. Treasury Department on July 1, 2014 will allow additional flexibility for retirees over 70.5 years of age to defer payments as insurance against outliving their savings.

08/20/2014

Video: How Much Will You Pay?

Part 2 is here!  Our President, Doug Mueller, CPA, is featured on ThrottleNet TV in a 2 part series on important tax planning issues.  See both episodes here.

08/18/2014

Tax Senior

08/13/2014

Plastics News: New regulations favor plastic manufacturers

In the past nine months, the U.S. Department of the Treasury issued two sets of regulations that are favorable to plastics manufacturers. This article in Plastics News written by our partner, Michael Devereux, gives you the information you need to know.

01/01/2014

R&D Tax Credits: USA Injects Cash Into the Plastics Industry, Plastics Engineering, January 2014

08/01/2013

August 1 | Tax Incentives for Farm Equipment Manufacturers, (Ag Innovator, Summer 2013)

Benefits in Brief - Fall 2015      

  • Doing the Right Thing: Best Practices for Plan Administrators | Page 1
  • A Matter of Minutes: The Importance of Documenting Decisions | Page 2
  • Compliance Matters: How "Timely" is Timely? | Page 3
  • The Duty of Prudence: Lessons from the Courts | Page 4

Business Owners Perspectives - Fall 2015

  • Financial Focus: Do You Have a Good Handle on Your Costs? | Page 1
  • Word to the Wise: The Psychology of Family Business Succession Planning | Page 2
  • Compensation Strategies: How Should You Compensate Non-Family Employees? | Page 3
  • You + Your CPA = A Winning Team | Page 4

Dimensions - A CPA's Report to the Construction Industry - Fall 2015   

  • Boom or Bust? Watch for Signs of the Next Business Cycle | Page 1
  • Employee Compensation: Recruiting and Retaining Key Personnel | Page 2
  • Growth Strategies: Things to Consider When Evaluating an Acquisition | Page 3
  • Data Security - It's Not Just an IT Problem | Page 4

Attorney's Report: A CPAs Report to the Legal Profession

  • Stock for Legal Feels:  Issues in Equity Fee Arrangements | Page 1
  • Attorneys and the IRS:  Are You in the Audit Cross Hairs? | Page 2
  • Protecting the Attorney-Client Privilege During an Audit | Page 3
  • The Challenge of Vanishing Retainers | Page 4

How CPA Firms Can Capitalize on the Affordable Care Act, CPA Practice Management Forum, October 2013

Financial Lending Notes: A Newsletter for Commercial Lenders - Summer 2015

  • What is the Community Bank's Role? | Page 1
  • The Importance of Performing Vendor Due Diligence | Page 2
  • Trends in Third-Party Risk | Page 2
  • Profiting From Succession | Page 3
  • FRF for SMEs and Small Business Borrowers | Page 4

 

 

 

Manufacturing and Distribution - Summer 2017

  • Professional Employer Organizations: The Pros and Cons of Employee Leasing | Page 1
  • How to Manage an IRS Tax Audit | Page 2
  • Tackling Cybersecurity | Page 3
  • New Lease Accounting Standard Now | Page 4

Attorney's Report | CPA's Report to the Legal Profession - Summer 2016

  • Calculating Lost Profits in an Infringement Action | Page 1
  • When Costs Come Out of Your Pocket | Page 2
  • It Costs More Than You Think | Page 3
  • Settlement Awards and the IRS | Page 4

Attorney's Report - A CPA's Report to the Legal Profession - Fall 2014

  • Compensation Issues: Tips for Retiring Unfunded Obligations | Page 1
  • Profitability Watch: Are You a Wise Delegator? | Page 2
  • Business Development: The Art of Soliciting Overflow Work | Page 3
  • Discoverability, Draft Reports and FRCP 26 | Page 4

Business Owner's Perspective - Summer 2015

  • The Importance of Ratios and Benchmarking | Page 1
  • How to Use Big Data in Small(er) Businesses | Page 2
  • What You Should Know About the ACA in 2015 | Page 3
  •   Aligning Business Values with Family Values | Page 4

Dimensions -- Winter 2017

  • Make Energy Efficiency Pay: How Section 179D Deduction Can Benefit Contractors | Page 1
  • Succession Planning: Cash Flow Needs Will Drive Your Strategy | Page 2
  • Joint Ventures: Pros, Cons and Best Practices | Page 3
  • Skilled Labor Shortage? Try Cross-Training | Page 4

Financial Lending Notes: A Newsletter for Commercial Lenders - Summer 2014

  • Risk Appetite and Tolerance: Have You Drafted a Risk Appetite Statement? | Page 1
  • The Competitive Landscape: Is Cloud Funding on Your Radar Yet? | Page 2
  • Integrating Your Risk Appetite Statement and Strategic Plan | Page 3
  • What's Your Post-Reg Q Strategy? | Page 4

Financial Lending Notes - Summer 2016

  • Current Expected Credit Loss (CECL) Standard | Page 1 
  • CRE Loan Profitability | Page 2
  • Common CECL Questions and Answers | Page 3
  • Disaster Planning and Data Backup | Page 4

Financial Lending Notes - Summer 2017

  • Contractor Accounting: Understanding the Nuances of Lending to Contractors | Page 1
  • SBA Lending: How SBA Loans Can Benefit Borrowers and Your Bank | Page 2
  • Understanding the Nuances of Contractor Accounting | Page 3
  • Watch Out for E-mail Compromise Fraud Schemes | Page 4

Manufacturing and Distribution Newsletter - Spring 2017

  • Looking Ahead: Don’t Be Paralyzed by Tax Uncertainty | Page 1 
  • Word to the Wise: How to Build a Deeper Talent Bench | Page 2
  • IRS Proposes Restrictions on Transfers of Closely Held Businesses | Page 3

Valuation Report - Summer 2017

  • Technical Topics: How to Value Startups and Pre-Revenue Companies | Page 1
  • Word to the Wise: The Importance of Storytelling in Valuation | Page 2
  • What's It Worth: Different Standards Apply to Different Circumstances | Page 3
  • Streamlined Goodwill Impairment Rule Now in Effect | Page 4

Nonprofit Insights - A Newsletter for Nonprofit Decision Makers - Summer 2015

  • Executive Sessions: What They Are and Why You Should Have Them | Page 1
  • The Importance of Revenue Diversification | Page 2
  • How to Perform Cloud Computing Due Diligence | Page 4

US Savings for US Innovation, as part of the Society of Plastic Engineers' ANTEC Conference April 22 - 24, 2013.

Tax Law Changes in 2013 & Beyond, Ag Innovator, January 2013

Valuation Report: Business Valuation Trends and Strategies - Summer 2015

  • Bross Trucking Case Illuminates the Nature of Goodwill | Page 1
  • What Did the Analyst Know - and When Did He Know It? | Page 2
  • The Nature of Goodwill | Page 3
  • Different Credentials = Different Standards | Page 4

Dimensions - A CPAs Report to the Construction Industry - Summer 2015

  • Overtime and Productivity: Finding the Right Balance | Page 1
  • Focus on Technology: Upgrading Your Accounting Software | Page 2
  • Payroll Tax Compliance: Be Careful When Classifying Employees | Page 3
  • Important Tax Deadlines: April 15 Is Only One | Page 4

Practice Strategies - A Newsletter for Healthcare Professionals - Summer 2015

  • Can a Medical Scribe Improve Your Efficiency? | Page 1
  • Is Your Practice Ready for Launch? | Page 2
  • Scribe Signature Requirements | Page 3
  • Three Things the Feds Are Watching | Page 4

 

 

Benefits in Brief - Winter 2015

  • Best Practices: The Importance of Properly Valuing Plan Investments | Page 1
  • Compliance Matters: Handling Hardship Distributions | Page 2
  • The Murky Matter of Alternative Investments | Page 3
  • Avoid Missed Handoffs with Your TPA | Page 4

Nonprofit Insights: A Newsletter for Nonprofit Decision Makers - Winter 2015

  • Best Practices: What Makes a Great Audit Committee? | Page 1
  • Funding Notes: A Closer Look at Quasi-Endowments | Page 2
  • Three Things Your Audit Committee Should Be Doing | Page 3
  • Nonprofit Marketing in a Multi-Channel World | Page 4

2012 Act Reinstates Valuable Tax Credits, Lab Management Today, March 2013

Cliff Notes and Other Tax Changes, Plastics Business, Winter 2013

Attorney's Report: A CPA's Report to the Legal Profession - Fall 2013

  • Use Your CPA Wisely | Pages 1-2
  • Create a Bio That the Internet Will Love | Pages 2-3
  • Making It Rain with Great Content | Page 3
  • Of Hurricanes and Hard Drives | Page 4

Attorney's Report: A CPA's Report to the Legal Profession - Spring 2014

  • Collecting Your Fee is Still the Key | Pages 1-2
  • Three Collections Calls You Should Be Making | Pages 3
  • The Fine Art of Cultivating Referrals | Page 5

Attorney's Report: A CPA's Report to the Legal Profession - Winter 2014

  • Is ADR in Your Legal Toolbox? | Pages 1-2
  • The CPA as Peacemaker | Pages 2
  • Data Security When You’re on the Go | Page 3
  • Why Corporate Clients Hire Law Firms | Page 4

Attorney's Report: A CPA's Report to the Legal Profession - Summer 2013

  • Follow the RULES of Law Firm Profitability | Pages 1-2
  • Why a Healthy Banking Relationship Matters | Pages 2-3
  • Closing the Cash Flow Gap | Page 4

Attorney's Report: A CPA's Report to the Legal Profession - Fall 2012

  • Add Some Structure to Your Settlements | Page 1-2
  • The Ticking Time Bomb of Succession Planning | Page 3-4
  • Where to Find Benchmarking Data | Page 5

Attorney's Report: A CPA's Report to the Legal Profession - Spring 2012

  • Legal Tender: How to Resolve (and Avoid) Fee Disputes | Pages 1-2
  • Structured Fee Settlements: An Attorney’s Best Friend? | Pages 3-4
  • IRS Moves Aggressively on Offshore Accounts | Page 5

Attorney's Report: A CPA's Report to the Legal Profession - Spring 2013

  • How Not to Get in Trouble | Pages 1-2
  • The Dangers of Double Dipping | Pages 3-4
  • Protecting Client-Attorney Privilege for CPA Services | Page 5

Attorney's Report: A CPA's Report to the Legal Profession - Summer 2012

  • Putting Money on the Case | Pages 1-2
  • What to Consider Before Serving | Pages 3-4
  • Paralegals as Profit Centers | Page 5

Attorney's Report: A CPA's Report to the Legal Profession - Winter 2012

  • Avoiding Ethical Concerns with Client Funds | Pages 1-2
  • Handling Advance Legal Fees | Pages 3
  • Data Security When You’re on the Go | Page 4
  • Valuation Discounts and Estate Planning | Page 5

Attorney's Report: A CPA's Report to the Legal Profession - Winter 2013

  • Succession Planning for Attorneys | Pages 1-2
  • Making Fixed Fees Work | Pages 2-3
  • Valuing Ownership Interests for Retiring Partners | Page 4
  • How to Submit Bills That Get Paid | Page 5

Benefits in Brief - Summer 2015

  • Communication Breakdown:  The Challenge of Plan Disclosure  |  Page 1
  • Compliance Issues:  SOC 1 Reports and the Importance of User Controls  |  Page 2
  • Disclosure Obligations:  A Lesson from the Courts  |  Page 3
  • Understanding the 80-120 Participant Rule  |  Page 4

Benefits in Brief - Summer 2014

  • Compliance Matters: How Plan Sponsors Get Into Trouble | Page 1-2
  • Fee Disclosures: DOL Simplifying Fee Disclosure Requirements | Page 3
  • Understanding Your Investment Fiduciary Duties | Page 4

Benefits in Brief - Fall 2014

  • Best Practices for Your Plan's Investment Committee | Page 1
  • Understanding the Corrective Distribution Process | Page 2
  • Compliance Notes | Page 3
  • Are You Ready for an EBP Audit? | Page 4

Business Owner's Perspectives - Fall 2013

  • How to Succeed in Exit and Succession Planning | Page 1
  • What’s Your Plan for Philanthropy? | Page 2
  • Improve and Build Value in Your Business Now! | Page 3
  • How to Set SMART Goals for Your Company | Page 4

Business Owner's Perspectives - Fall 2014

  • Let It Roll:  A Better Way to Forecast and Budget | Page 1
  • Word to the Wise: Creating the Next Generation of Leadership | Page 2
  • Growth Strategies: Growing Your Business the Smart Way | Page 3
  • Marketing Basics for Family Businesses | Page 4

Business Owner's Perspectives - Summer 2013

  • Now Is the Time to Revisit Estate and Gift Plans | Page 1
  • What Makes Good Companies Great? | Page 2
  • The Ins and Outs of Social Media Policies | Page 3
  • Is It Time for a Full-Time CFO? | Page 4

Business Owner's Perspectives - Spring 2014 :

  • Business Basics: What Are You Doing to Prevent Occupational Fraud? | Page 1
  • Word to the Wise: Compensation Issues in Family Businesses | Page 2
  • Management Topics: Voluntary Audits Deliver Valuable Insights | Page 3
  • Unique Benefits Help Attract (and Keep) Employees | Page 4

Business Owner's Perspectives - Spring 2014

  • What Are You Doing to Prevent Occupational Fraud? | Page 1
  • Compensation Issues in Family Businesses | Page 2
  • Voluntary Audits Deliver Valuable Insights | Page 3
  • Unique Benefits Help Attract (and Keep) Employees | Page 4

Business Owner's Perspectives - Summer 2014

  • Preparing for Sale: Five Realities of Business Valuation | Page 1
  • Word to the Wise: How to Honor Tradition and Promote Progress | Page 2
  • Management Topics: Family Employment Policies Set Clear Expectations | Page 3
  • How Final ACA Tax Regulations Impact Rental Income | Page 4

Business Owner's Perspectives - Winter 2014

  • How to Reduce Healthcare Reform Tax Liability | Page 1
  • Growing Up Wealthy, Healthy, and Wise | Page 2
  • Cross-Tested Retirement Plans for Key Employees | Page 3
  • Different Ages, Different Stages | Page 4

Business Owner's Perspectives - Fall 2012

  • What to Consider Before Expanding Overseas | Page 1
  • Hiring Right: Look Inward at Your Company First | Page 2
  • How to Create a Board of Advisors | Page 3
  • Beware of Data Security Pitfalls | Page 4

Business Owner's Perspectives - Spring 2012

  • Making a Big Decision? Ask Your CPA | Page 1
  • Will Your Internal Controls Help Prevent Fraud? | Page 2
  • Building Career Satisfaction for Non-Family Executives | Page 3
  • Making the Most of Social Media | Page 4

Business Owner's Perspectives - Summer 2012

  • Now Is the Time to Focus on Customers | Page 1
  • The Rules of Communication for Family Business | Page 2
  • Simple Documents Provide Necessary Protection | Page 3
  • Be Aware of Your Fiduciary Responsibilities | Page 4

Business Owner's Perspectives - Winter 2012

  • Get Going Now on Estate Planning | Page 1
  • Stay True to Your Investment Strategy | Page 2
  • Top Tips for Online Security | Page 3
  • Pay Your Taxes — All of Them! | Page 4

Business Owner's Perspectives - Winter 2013

  • Where Is Your Company in Its Growth Lifecycle? | Pages 1-3
  • Why Creativity Counts | Pages 3-4

Dimensions: A CPA's Report to the Construction Industry - Fall 2013

  • Managing Risks During Recovery | Pages 1-2
  • Deferred Compensation and Phantom Stock Plans | Pages 2-3
  • Safety Training - A Key Risk Management Tool | Pages 4
  • New Lease Accounting Rules and Financial Statements | Pages 5

Dimensions: A CPA's Report to the Construction Industry - Spring 2014

  • Clear Answers Are Still Not Easy to Find | Pages 1-2
  • Practical Ways to Prevent Problems | Pages 2-3
  • IRS Finalizes Net Investment Income Tax Regulations | Page 4
  • GAAP Alternatives Under Consideration | Page 5

Dimensions: A CPA's Report to the Construction Industry - Winter 2014

  • Internal Controls Help Deter Fraud | Pages 1-2
  • Managing the Closeout Process | Page 2-3
  • Breaking the “Fraud Triangle” | Page 4
  • Finding and Keeping Qualified Employees | Page 5

Dimensions: A CPAs Report to the Construction Industry - Winter 2015

  • New Revenue Recognition Standard: Manageable Changes for Long-Term Contracts | Page 1
  • Forecasting for Success: A Process, Not an Event | Page 2
  • Federal Acquisition Regulation (FAR): Understanding What's Needed for Government Work | Page 3
  • A 2014 Year-End Checklist | Page 4

Dimensions: A CPA's Report to the Construction Industry - Fall 2012

  • Should You Form a Captive Insurance Company? | Pages 1-2
  • Managing the Details of Your Business Transition | Pages 3
  • Cost-Effective Employee Benefits | Pages 4
  • Getting Ready for an OSHA Visit | Pages 5

Dimensions: A CPA's Report to the Construction Industry - Spring 2012

  • Understand Your Contracts: Right Cost Language Can Mean More Profitable Jobs | Pages 1-2
  • Start Planning Today for a Smooth Transition | Page 3
  • Clearing up the Confusion on Consolidation | Page 4
  • Background Checks: What, When, How and Who | Page 5

Dimensions: A CPA's Report to the Construction Industry - Spring 2013

  • How to Take Over a Troubled Project | Pages 1-2
  • Protect Yourself Against Rising Material Costs | Pages 2-3
  • How to Address Sureties’ Concerns | Page 4
  • Get Ready for New FASB Revenue Recognition Rules | Page 5

Dimensions: A CPA's Report to the Construction Industry - Summer 2012

  • Planning and Preparation Key to Mastering a Disaster | Pages 1-2
  • Accurate Valuation Is Essential | Pages 2-3
  • What Matters to Lenders | Page 4
  • Fraud Prevention and Detection in a Lean Operation | Page 5

Dimensions: A CPA's Report to the Construction Industry - Summer 2013

  • Six Tech Trends to Watch | Pages 1-2
  • Prepare for New Disclosure Requirements | Page 2-3
  • When and How to Report Job Costs | Page 4
  • Collections Are Critical in Today’s Economy | Page 5

Dimensions: A CPA's Report to the Construction Industry - Winter 2012

  • Contractors Can Benefit from Section 179D Deduction | Pages 1-2
  • New Accounting Standards Affect Many Contractors | Page 3
  • Recent Case Provides Guidance on Section 199 | Page 4
  • Don’t Overlook Federal Fuel Tax Credit | Page 5

Dimensions: A CPA's Report to the Construction Industry - Winter 2013

  • Understanding Federal DBE Requirements | Pages 1-2
  • Discipline and Knowledge Can Help Avert Problems | Page 2-3
  • “Reasonable” Subchapter S Compensation Is a Must | Page 4
  • Are You Prepared for the New Medicare Surtax? | Page 5

Financial Lending Notes: A Newsletter for Commercial Lenders - Fall 2013

  • Regulatory Guidance Provides Some Clarity | Pages 1-2
  • Are You Pursuing Multi-Faceted Customer Relationships? | Page 3
  • The Latest on UDAAP and Disparate Impact | Page 4

Financial Lending Notes: A Newsletter for Commercial Lenders - Fall 2014

  • Loan Agreements and Debt Covenants: Are You Using and Monitoring Them? | Page 1
  • Compliance Strategies: The ABCs of TDRs | Page 2
  • Calculating Debt Service Coverage | Page 3
  • Deferred Tax Assets and NOL Carryforwards | Page 4

Financial Lending Notes: A Newsletter for Commercial Lenders - Summer 2013

  • Eight Ways to Grow Your Loan Portfolio | Pages 1-2
  • Another Way to Grow Your Portfolio | Page 3
  • Are You Complying with SCRA? | Page 4

Financial Lending Notes: A Newsletter for Commercial Lenders - Winter 2014

  • Should You Expand Your SBA Loan Initiatives? | Pages 1-2
  • A Fresh Look at Lender Compensation | Page 3
  • COSO Internal Control Framework Updated | Page 4

Financial Lending Notes: A Newsletter for Commercial Lenders - Winter 2015

  • Looking Ahead at 2015... and Beyond: Where is the Next Round of Problem Loans Lurking | Page 1
  • Operation Choke Point: How Might This Regulatory Initiative Affect Your Bank? | Page 2
  • New Basel III Capital Requirements Now Phasing in | Page 3

Financial Lending Notes: A Newsletter for Commercial Lenders - Fall 2012

  • Return to the Fundamentals of Commercial Lending | Pages 1-2
  • How Might Basel III Affect Bank Capital Levels? | Page 3
  • Update on Lease Accounting | Page 4

Financial Lending Notes: A Newsletter for Commercial Lenders - Spring 2012

  • Targeting Nonprofits and Medical Practices | Pages 1-2
  • Are Community Banks an Endangered Species? | Page 3
  • FASB Offers Guidance on TDRs | Page 4

Financial Lending Notes: A Newsletter for Commercial Lenders - Summer 2012

  • It’s Time to Give SBA Loans a Second Look | Pages 1-2
  • Should You Participate in Participation Loans? | Page 3
  • Accounting for OREO (Other Real Estate Owned) and Foreclosed Assets | Page 4

Financial Lending Notes: A Newsletter for Commercial Lenders - Winter 2012

  • The Pendulum Swings Back to C&I Loans | Pages 1-2
  • How Do You Calculate Debt Service Coverage? | Page 3
  • Charge-off Recovery: Now Is the Time | Page 4

Nonprofit Insights: A Newsletter for Nonprofit Decision Makers - Fall 2012

  • Steps for Incentivizing Performance | Pages 1-2
  • New Traps on the Digital Frontier | Page 3
  • Tips for Determining Executive Compensation | Page 4
  • Fraud Watch: How to Beat Billing Schemes | Page 5

Nonprofit Insights: A Newsletter for Nonprofit Decision Makers - Spring 2012

  • Put Your Form 990 to Work | Pages 1-2
  • How to Find Your Next Great Board Member | Page 3
  • Twitter Best Practices for Nonprofits | Page 4

Nonprofit Insights: A Newsletter for Nonprofit Decision Makers - Summer 2012

  • Avoid Looking a Gift Horse in the Mouth | Pages 1-3
  • The Mechanics of Merging | Page 3-4
  • Gauging the True Costs of Your Programs | Page 5

Nonprofit Insights: A Newsletter for Nonprofit Decision Makers - Summer 2013

  • You May Not Be as Compliant as You Think | Pages 1-2
  • The Dangers of Mixing Busines with Charity | Page 3-4
  • IRS Announces “Pre-Approved” 403(b) Plans | Page 4

Nonprofit Insights: A Newsletter for Nonprofit Decision Makers - Winter 2012

  • The Low-Down on Public Inspection Rules | Pages 1-2
  • Beware the Independent Contractor Trap | Page 3
  • Red Flag Rules: Lessons to Be Learned | Page 4

Nonprofit Insights: A Newsletter for Nonprofit Decision Makers - Fall 2013

  • The Challenge of Alternative Investments | Page 1
  • L3Cs Are Creating Buzz in the Foundation World | Page 2
  • What Your Investment Committee Needs to Know | Page 3
  • Who Is Opening Your Bank Statements? | Page 4

Nonprofit Insights: Quarterly News for Nonprofit Organization - Fall 2013

  • The Challenge of Alternative Investments | Page 1
  • L3Cs Are Creating Buzz in the Foundation World | Page 2
  • What Your Investment Committee Needs to Know | Page 3
  • Who Is Opening Your Bank Statements? | Page 4

Nonprofit Insights: A Newsletter for Nonprofit Decision Makers - Fall 2014

  • Risk Assessment: 7 Threats That Can Bring a Nonprofit Down | Page 1
  • Legacy Gifts: Best Practices for Your Planned Giving Committee | Page 2
  • Good Governance: How Many Policies Do You Really Need? | Page 3
  • Not All Bequests Are Created Equal | Page 4

Nonprofit Insights: A Newsletter for Nonprofit Decision Makers - Winter 2014

  • Healthcare Reform and Nonprofit Employers | Pages 1-2
  • Who’s Watching Your Organzation? | Page 3
  • Website, Facebook Page, or Both? | Page 4

Practice Strategies: A Newsletter for Health Care Professionals - Fall 2012

  • Begin with the End in Mind | Pages 1-2
  • Strategic Planning for the New Medicare Surtax | Pages 2-3
  • Working in an ACO: Questions to Ask | Page 4

Practice Strategies: A Newsletter for Health Care Professionals - Spring 2012

  • Look Before You Leap into Accountable Care | Pages 1-2
  • Is Your Practice at Risk? | Page 3
  • Tips for Dialing Down Distractions | Page 4

Practice Strategies: A Newsletter for Health Care Professionals - Summer 2012

  • Why You Should Be Gauging Patient Satisfaction | Pages 1-2
  • Five New Rules for Success | Page 3
  • Leveraging Non-Physician Providers| Page 4

Practice Strategies: A Newsletter for Health Care Professionals - Winter 2012

  • 5 Steps for Maximizing Revenue | Pages 1-2
  • Know Who’s Talking About You | Page 3
  • New Medicare Surtax Calls for Strategic Tax Planning | Page 4

Practice Strategies: A Newsletter for Healthcare Professionals - Spring 2015

  • Early Warning:  Signs of Practice Financial Problems | Page 1
  • Patient Engagement:  This Is the Year to Make Patient Portals Work | Page 2
  • Questions and Answers:  How to Avoid Incident-to Overbilling | Page 3
  • ICD-10: Master What Matters | Page 4

Practice Strategies: A Newsletter for Health Care Professionals - Fall 2013

  • Tax Benefits for 2013 Equipment Purchases | Pages 1-2
  • It’s More Than Charts You Need to Watch | Pages 2-3
  • Equipment Leasing and Section 179 | Page 4
  • Innovate for Improved Patient Compliance | Page 5

Practice Strategies: A Newsletter for Healthcare Professionals - Fall 2014

  • Employed Physicians: What to Do When It Doesn't Work Out | Page 1
  • Physicians and Prenuptials: Romance Killer or Wise Move? | Page 2
  • The Single-Specialty/Single Discipline Group Practice | Page 3
  • Future Drivers of Quality Care |Page 4

Practice Strategies: A Newsletter for Health Care Professionals - Summer 2013

  • How to Stay Out of Trouble | Pages 1-2
  • What the Feds Are Targeting | Page 2
  • There’s Gold in Your Practice Data | Page 3
  • Reflect and Renew with a Productive Retreat | Page 4

Practice Strategies: A Newsletter for Healthcare Professionals - Summer 2014

  • Employed Physicians: Tips for Renegotiating Employment Contracts | Page 1
  • The White Coat Investor: Know Your Retirement Savings Options | Page 2-3
  • Antitrust Risks in Physician-Hospital Mergers | Page 3
  • Understanding Key EHR Contract Terms | Page 4

Practice Strategies: A Newsletter for Health Care Professionals - Winter 2014

  • It All Starts with Due Diligence | Pages 1-2
  • Why Mergers Fail | Page 2
  • Don’t Leave Money on the Table | Page 3
  • Dodging the ICD-10 Cash Crunch | Page 4

Valuation Report: Business Valuation Trends and Strategies - Fall 2012

  • Valuation Provisions Critical to Buy-Sell Agreements | Page 1
  • Salaries vs. Dividends: What’s Reasonable? | Page 2
  • A(nother) Look at Tax Affecting S Corporations | Page 3
  • How to Make the Most of Your Expert Witness | Page 4

Valuation Report: Business Valuation Trends and Strategies - Spring 2012

  • DLOMs: A New Normal? | Page 1
  • FLPs: What Is the IRS Looking for? | Page 2
  • Valuation Issues in Distressed Businesses | Page 3
  • Preparing for a Business Valuation | Page 4

Valuation Report: Business Valuation Trends and Strategies - Summer 2012

  • Recent Bankruptcy Cases Worthy of Attention | Pages 1-2
  • Goodwill Impairment Testing: The New “Step 0” | Page 2
  • Beware of Occupational Fraud | Page 3
  • Distinguishing Active vs. Passive Appreciation | Page 4

Valuation Report: Business Valuation Trends and Strategies - Winter 2012

  • A Look at Transactions in the Current Marketplace | Page 1
  • Defined Value Clause Upheld in Gift Tax Case | Page 2
  • Are Low Interest Rates Interfering with Valuations? | Page 3
  • Now Is the Time to Act on Gift and Estate Planning | Page 4

Valuation Report: Business Valuation Trends and Strategies - Winter 2013

  • FLP Stands up to Scrutiny in Long-Running Court Battle | Pages 1-2
  • Salaries vs. Dividends: What’s Reasonable? | Page 3
  • Why Valuation Credentials Count | Page 4

Valuation Report: Business Valuation Trends and Strategies - Fall 2013

  • Understand Pricing Multiples to Facilitate Negotiation | Page 1
  • FLPs - Treat Them with Respect to Preserve Tax Benefits | Page 2
  • Identifying Value Drivers in a Business | Page 3
  • Daubert Challenges Reach an All-Time High | Page 4

Valuation Report: Business Valuation Trends and Strategies - Fall 2014

  • Planning Ahead: Best Valuation Practices for Buy-Sell Agreements | Page 1
  • Litigation Topics: Economic Damages - Lost Profits vs. Lost Business | Page 2
  • Technical Topics: Determining the Value of Control | Page 3
  • One Neutral Appraiser May Speed Litigation | Page 4

Valuation Report: Business Valuation Trends and Strategies - Spring 2015

  • Litigation Update:  DLOM at Issue in Recent Valuation Cases | Page 1
  • Technical Topics:  The Importance of Challenging Projections with DCF | Page 2
  • Beware of Rules of Thumb | Page 3

Valuation Report: Business Valuation Trends and Strategies - Summer 2013

  • AICPA Issues Updated “Cheap Stock Guide” | Page 1
  • Double Dipping in Divorce | Page 2
  • Should You Convert from a C to an S Corporation | Page 3
  • Valuation Standards at a Glance | Page 4

Valuation Report: Business Valuation Trends and Strategies - Winter 2014

  • Latest Court Cases Present Provocative Issues | Pages 1-2
  • Start-Up Valuations Require Careful Assessment of Risk | Page 3
  • Simplified GAAP Proposed for Private Companies | Page 4

Attorney's Report | CPA’s Report to the Legal Profession - Winter 2016

  • Cross-selling Your Legal Services: How to Get More Work from Existing Clients | Page 1
  • Law Practice Economics: Riding Herd on Your Biggest Expenses | Page 2
  • Cross-selling Your Legal Services | Page 3
  • The Case for Financial Experts | Page 4

Dimensions - A CPA's Report to the Construction Industry - Spring 2016

  • Cost Segregation Studies: Benefits to Building Owners and Contractors Alike | Page 1
  • Managing Risk: Fraud Deterrence Is Always a Priority | Page 2
  • Smart Hiring: Take Care When Using Background Checks | Page 3
  • Maintain Up-to-Date Corporate Minutes | Page 4

Business Owner's Perspectives - Spring 2013

  • What Are You Doing to Prevent Occupational Fraud? | Page 1
  • Compensation Issues in Family Businesses | Page 2
  • Voluntary Audits Deliver Valuable Insights | Page 3
  • Unique Benefits Help Attract (and Keep) Employees | Page 4

Attorney's Report | CPAs Report to the Legal Profession - Summer 2015

  • The Importance of Reigning in Write-offs | Page 1
  • Avoid These Performance Review Pitfalls Page 2
  • Why Law Firms Write Down Time | Page 3
  • How to Improve Your Management Reporting Page 4

Practice Strategies: A Newsletter for Healthcare Professionals - Spring 2014

  • The Race to Meaningful Use:  Extricating Yourself from a Bad EHR Contract | Page 1
  • Employed Physicians:  Is the Grass Really Greener? | Page 3
  • Life After ICD-10 | Page 4

Attorney's Report | A CPA's Report to the Legal Profession - Fall 2015

  • Law Firm Economics: Leverage Your Way to Better Profits | Page 1
  • Planning for the Future: Surviving the Succession Tsunami | Page 2
  • Lawyers and Their Tablets | Page 4

 

Benefits in Brief - Spring 2015

  • Best Practices: Keeping Tabs on Service Providers | Page 1
  • Compliance Matters: Understanding Prohibited Transactions | Page 2
  • 3 Common Audit Deficiencies | Page 3
  • Timing Employer Matching Contributions | Page 4

Financial Lending Notes: A Newsletter for Commercial Lenders - Spring 2015

  • Community Bank Succession Planning: Why It's Especially Critical Today | Page 1
  • Leveraged Lending:  How to Underwrite Loans Using TEV as Collateral | Page 2
  • Mobile Banking Strategies for Community Banks | Page 4

Manufacturing & Distribution - Fall 2013

Manufacturing & Distribution - Spring 2014

Manufacturing & Distribution - Summer 2014

  • Smart Ways to Reduce Net Investment Income Tax  |  Page 1 
  • FASB Updates Private Company Accounting Issues | Page 2
  • Seeking Technology Alternatives?  Look to the Cloud | Page 3

Manufacturing & Distribution - Winter 2012

Manufacturing & Distribution - Winter 2013

Manufacturing & Distribution - Winter 2014

Manufacturing and Distribution - Fall 2014

  • Financing Your Growth:  How to Talk to the Bank | Page 1
  • Word to the Wise: Know Thy Customers | Page 2
  • Tax Topics: State and Local Taxes Deserve Attention | Page 3
  • Use NDAs to Protect Trade Secrets | Page 4

Manufacturing and Distribution - Winter 2016

  • Creative Ideas to Fill the Skills Gap and Attract Great People | Page 1
  • Address SALT Issues Before You Sell | Page 2
  • Think Big! How to Use Big Data | Page 3

Manufacturing and Distribution Newsletter - Winter 2017

  • Lean Six Sigma:  How to keep continuous improvement on track  |  Page 1
  • Word to the Wise:  Scenario planning helps think through the "what ifs"  |  Page 2
  • State and Local Taxes (SALT):  Five steps to managing exemption certificates  |  Page 3
  • Why and When LIFO Might Make Sense  |  Page 4

Manufacturing and Distribution Newsletter Fall 2016

  • Want to Spark Growth?  Think Outside the Box | Page 1
  • What is Next?  Good Preparation Makes Succession Smooth | Page 2
  • Word to the Wise:  Plan Ahead for Involuntary Conversion | Page 3

Manufacturing and Distribution Newsletter Summer 2016

  • Business Without Borders:  Thinking of Exporting?  What You Need to Know  |  Page 1
  • Word to the Wise:  Look for an Experienced Benefit Plan Auditor  |  Page 2
  • How Cost Segregation Studies Can Improve Cash Flow  |  Page 3
  • Reduce Federal Tax Liability with IC-DISC  |  Page 4

Manufacturing and Distribution- Spring 2017

 Manufacturing and Distribution- Spring 2017


 

Nonprofit Insights: A Newsletter for Nonprofit Decision Makers - Spring 2015

  • Making the Case:  Tips for Effective Grant Writing | Page 1
  • Nonprofits and Leases:  Understanding the Options (and Opportunities) | Page 2
  • FAQs:  The Low-Down on Hiring a Grant Writer | Page 3
  • Grant Reform and New Single Audit Rules | Page 4

Nonprofit Insights: A Newsletter for Nonprofit Decision Makers - Summer 2014

  • Fundraising Strategies: Making Major Donor Events Work | Page 1
  • Lawsuits and Lessons: The Importance of Honoring Donor Intent | Page 2
  • Guidelines for Restricted Gifts | Page 3
  • 5 Tips for Finding (and Keeping) Effective Volunteers | Page 4

Valuation Report - Winter 2016

  • Valuation Insights: The Red Flags of Fraud | Page 1
  • Veluchamy Bankruptcy: Huge Bankruptcy Case Involves Many Valuation Questions | Page 2
  • Technical Topics: TEEM: How to Value a Business with Real Estate | Page 3
  • Considering an Exit? Close the Value Gap Now | Page 4

Valuation Report- Winter 2017

  • Selling Your Business: How to Get Your Company Transaction Ready | Page 1
  • Tax Update: IRS Suggests Restricting Estate Valuation Discounts | Page 2
  • AICPA Introduces New Fair Value Credential | Page 4

For assistance with
Tax Services:

Call Us: 314.862.2070

 

Accounting News