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Our blog is an extension of the expert guidance you receive every time you speak with one of our advisors. From industry trends to essential tax and audit resources, you’ll gain insights to power your business dream.

Beware of Rules of Thumb for Agency Valuations: What Is My Agency Really Worth?
Beware of the unreliability that an industry "rule of thumb" has on your agen...

SECURE Act 2.0 Provisions Coming in 2026: What Plan Sponsors Can Do Now
Some SECURE Act 2.0 provisions will come into effect in 2026, learn about the...

A Top Auditor's 401(k) Audit Document Checklist
We are often asked if there is a 401(k) audit checklist that we could offer t...

How Much Will My 401(k) Audit Cost?
You may have just found out that your 401k plan needs an audit. If you have n...

Agricultural Loan Exemption – How Lenders Can Move on New OBBB Provision
The One Big Beautiful Bill Act (OBBB) introduces a new agricultural loan exem...

What is The Profit-Focused Accounting Maturity Assessment and How Can it Help My Business?
The Profit-Focused Accounting Maturity Model helps business owners connect th...

Cyber Risk Management in M&A – Best Practices for Due Diligence in Merger and Acquisitions
Managing cyber risk in your merger or acqusition? Learn these cybersecurity M...

5 Reasons to Get a Marketing Agency Valuation
Creative agencies, including advertising, marketing, graphic design and more,...

California Franchise Tax Board Implement Final Regulations for Market-Based Sourcing for Specified Sales
California’s Franchise Tax Board (FTB) has adopted final regulations amending...

Audit, Review, or Forensic Examination? Here’s How to Tell What You Need
Confused by the difference between an audit, review, and forensic examination...

National Flood Insurance Program – What Lenders Should Know During Federal Government Shutdown
While the National Flood Insurance Program (NFIP), lenders must comply with s...

How to Protect U.S. Water Treatment Facilities from Rising Cybersecurity Threats
Water treatment facilities are critical for their communities but inadequate ...
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