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Recent News & Blog

  • GASB 84 - identifying fiduciary activities

    By: Teena R. Curnow, CPA       Audit Manager Government Accounting Standards Board (GASB) Statement No. 84 establishes criteria for identifying fiduciary activities. The Statement was effective for periods beginning after December 15, 2019 (after the passing of GASB No. 95).

  • What exactly is a lease?

    By: William D. Oyster, CPA       Member of the Firm

  • Have you followed up on the management letter from your audit team?

    Auditors typically deliver financial statements to calendar-year businesses in the spring. A useful tool that accompanies the annual report is the management letter.

  • 5 ways nonprofits can prepare for an audit

    No not-for-profit looks forward to annual audits. But regular maintenance and preparation specific to an impending audit can make the process less disruptive. We recommend taking the following steps. 1. Reconcile routinely

  • 5 possible tax aspects of a parent moving into a nursing home

    If you have a parent entering a nursing home, you may not be thinking about taxes. But there are a number of possible tax implications. Here are five. 1. Long-term medical care

  • Customers paying late? How to create statements

    There are many ways to encourage delinquent customers to pay. QuickBooks Online’s statements may be effective for you.

  • Is an LLC the right choice for your small business?

    Perhaps you operate your small business as a sole proprietorship and want to form a limited liability company (LLC) to protect your assets. Or maybe you are launching a new business and want to know your options for setting it up.

  • Keep family matters out of the public eye by avoiding probate

    Although probate can be time consuming and expensive, one of its biggest downsides is that it’s public — anyone who’s interested can find out what assets you owned and how they’re being distributed after your death.

  • Analytics software: A brave new world in auditing

    Analytical software tools will never fully replace auditors, but they can help auditors do their work more efficiently and effectively. Here’s an overview of how data analytics — such as outlier detection, regression analysis and semantic modeling — can enhance the audit process.

  • The deductibility of corporate expenses covered by officers or shareholders

    Do you play a major role in a closely held corporation and sometimes spend money on corporate expenses personally? These costs may wind up being nondeductible both by an officer and the corporation unless proper steps are taken.

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