
Audit Brief: New Disclosures Required for 2022
Starting in fiscal year 2022, all entities — except nonprofit organizations in the scope of Topic 958, Not-for-Profit Entities, and employee […]

Cryptocurrency Brief: The President’s Executive Order Summary
In recent years, digital assets have grown past $3 Trillion. Additionally, nearly 16% of Americans have traded, invested in, or […]

Audit Brief: New Audit Survey Reveals Risk Trend
In late January, a survey entitled “Audit Committee Practices Report: Common Threads Across Audit Committees” was published by Deloitte and […]

Tax Brief: Take advantage of a valuable tax break
The credit for increasing research activities, often referred to as the research and development (R&D) credit, is a valuable tax […]

Audit Brief: The 4 Levels of Audit Opinion and…
The first page of audited financial statements is the auditor’s report. This is an important part of the financials that […]

Tax Brief: Business Travel Deductions for Spouse
If you own your own company and travel for business, you may wonder whether you can deduct the costs of […]

Finra Exams: Broker Dealer Common Deficiencies
On June 5, 2019 the SEC adopted a new rule under the Securities Exchange Act of 1934, establishing a standard […]

NFA Compliance: Exam Relief Extended
Due to the ongoing COVID-19 pandemic, NFA has allowed Members to conduct all calendar year 2020 and 2021 annual inspections […]

Tax Brief: Looking to Minimize Tax Cost for Cash…
Do you want to withdraw cash from your closely held corporation at a minimum tax cost? The simplest way is […]
