Clark Schaefer

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SECURE & SECURE 2.0 Deadlines: Is Your Retirement Plan Ready?
Qualified Plan Administration & Consulting , Advisory

SECURE & SECURE 2.0 Deadlines: Is Your Retirement Plan Ready?

2026 OMB Compliance Supplement Release Delay
Audit & Assurance

2026 OMB Compliance Supplement Release Delay

Max Kraus
Max Kraus, Senior Manager
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What NFPs Need to Know About the 403(b) Plan Cycle 2 Restatement

If your NFP organization sponsors a 403(b) retirement plan, now is the time to act. The IRS has opened the Cycle 2 403(b) Pre-Approved Plan Restatement window.

•Sep 24, 2026•Advisory
What NFPs Need to Know About the 403(b) Plan Cycle 2 Restatement

Addressing the Accounting Talent Gap in Community Banks

As regulatory expectations grow and financial reporting requirements become more complex, many institutions are finding it increasingly difficult to maintain and develop the internal expertise needed to manage these responsibilities.

Sep 21, 2026•Clark Schaefer Strategic HR
Addressing the Accounting Talent Gap in Community Banks

Michigan's New Housing Package for Affordable Housing Developers

Michigan just enacted its most significant affordable housing legislation in years. Signed into law in July 2026, the package pairs a new state tax credit with regulatory reform and new restrictions on institutional investors

•Sep 14, 2026•Tax
Michigan's New Housing Package for Affordable Housing Developers

5 Tips to Diversify Not-for-Profit Revenue Beyond Grants

A growing number of organizations are building a third source of revenue alongside them: income they earn themselves rather than raise.

Sep 8, 2026•Outsourced Accounting, Financial and Tax Services
5 Tips to Diversify Not-for-Profit Revenue Beyond Grants

What Community Bank CFOs Should Evaluate Before an Acquisition

One of the most important responsibilities during an acquisition is evaluating the true financial condition of the target institution.

•Sep 4, 2026•Transaction Advisory Services , Advisory
What Community Bank CFOs Should Evaluate Before an Acquisition

Section 163(j) Relief: The EBITDA Restoration for Leveraged Deals

OBBBA restores the more favorable EBITDA-based formula for tax years beginning after December 31, 2024. Depreciation and amortization are added back into adjusted taxable income

2 Contributors
•Sep 2, 2026•Business Tax
Section 163(j) Relief: The EBITDA Restoration for Leveraged Deals
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