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09 Nov 2022

What’s Changing in Tax and What You Need to Know for 2023

Watch this year-end tax update to gain an understanding of expiring or changing tax provisions from CARES Act and Tax Cuts and Jobs Act. Our panel also covers implications of the Inflation Reduction Act and the status of the IRS, […]

Webinars

18 Aug 2016

What's in an Assumption?

If you aren’t an actuary, there’s a good chance you have picked up your defined benefit plan’s actuarial reports and have been confused. A number of assumptions go into the actuary’s calculations utilized for financial reporting, and they generally differ […]

Articles

30 Apr 2017

What's in a Definition? FASB Concludes on "Readily Determinable Fair Value"

Although it intended to simplify and clarify investment disclosures and create more consistent application across entities, the FASB caused some unintended confusion when it issued the following Accounting Standards Updates (ASU): The fair value of an equity security that is […]

Articles

28 May 2025

What the "One Big, Beautiful Bill" Means for Nonprofits

On May 22, 2025, the U.S. House took a significant step by voting to approve and advance a sweeping piece of tax legislation, commonly referred to as the “One Big, Beautiful Bill.”  This far-reaching bill holds the potential to impact […]

Articles

11 Feb 2021

What Nonprofits Need to Know About PPP Round 2

Round 2 of the Paycheck Protection Program (PPP Round 2) loans, part of The Economic Aid Act (the Act), was passed in December. Eligibility for PPP Round 2 loans, up to $2 million, is for small businesses that have: Eligibility […]

Articles

Webinars

Our external webinar program provides clients, colleagues, and friends of the firm with education on timely topics.

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Webinars

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26 Aug 2021

Washington Captive Premium Taxes

As a reminder, starting in 2021, any captive insurance company that has policyholders in the State of Washington may be required to pay a premium tax to the state. This means any entity acting as an eligible captive insurer and […]

Articles

03 Mar 2022

Using Analytics to Identify Incompatible Role Based Access

We all know Segregation of Duties (SOD) is key to fraud mitigation, but how are you utilizing digital technologies and capabilities to gain timely, meaningful insights into compromised SOD rules? We regularly read news articles about indictments of individuals who […]

Articles