In this section of our site, you have access to all of the firm's recent newsletters and insights. If you're unable to find what you're looking for, please do not hesitate to contact us.

 

 Quarterly Industry Newsletters:

Attorney's Report Benefits in Brief
Business Owners' Perspectives Construction Dimensions
Financial Lending Notes Manufacturing and Distribution
Nonprofit Insights Practice Strategies
Valuation Report

 

Keeping You Informed:

04/25/2018

Valuation Report - Spring 2018

  • Litigation Outlook: Court Cases Highlight Valuation Issues | Page 1
  • Word to the Wise: How to Work Best with Valuation Expert Witnesses | Page 2
  • Interesting Valuation Cases | Page 3
  • Balance Sheet ≠ Value | Page 4

04/24/2018

Financial Lending Notes - Spring 2018

  • The Tax Cuts and Jobs Act: How Might Tax Reform Affect Community Banks? | Page 1 
  • The OCC’s Semiannual Risk Perspective: Community Banks Face Strategic Risk in 2018 | Page 2
  • Effects of Tax Reform | Page 3
  • Are You Tracking Exceptions and Variances? | Page 4

 

04/11/2018

Benefits in Brief - Spring 2018

  • 401(k) Plan Loans: What Are Employees’ Options When They Depart? | Page 1
  • Monitoring Service Provider Performance: The Role of Type II, SOC 1 Reports | Page 2
  • Compliance Matters: Are Your Employee Remittances Timely? | Page 3
  • Correcting Plan Errors: SCP vs. VCP | Page 4

03/23/2018

Nonprofit Insights - Spring 2018

  • An Inevitable Transition: Who’ll Succeed Your Executive Director? | Page 1
  • Charitable Deductions More Limited: The New Tax Law and Nonprofit Fundraising | Page 2
  • A Benefit to the Donor? Revenue: Contribution, Exchange, or Both | Page 3
  • Should Your Nonprofit Offer Sabbaticals? | Page 4

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