Clark Schaefer
Articles

Why Audited Financials Are Critical for a Successful M&A Sale

For an M&A sale, audited financial statements are not just a formality—they’re a competitive advantage.

May 5, 2025
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Why Audited Financials Are Critical for a Successful M&A Sale
The Power of a Comprehensive Transaction Advisory Team

The Power of a Comprehensive Transaction Advisory Team

Nicholas Scharfeld
Nicholas Scharfeld

Featured Insights

R&D Tax Credits: Why Your Report Won’t Cut It

R&D Tax Credits: Why Your Report Won’t Cut It

Stephen Estelle
Stephen Estelle
Should You Outsource Your Not-for-Profit’s Accounting Functions?

Should You Outsource Your Not-for-Profit’s Accounting Functions?

Sherry Henning
Sherry Henning

Latest Insights

Corporate Volunteer Partnerships for NFPs

For corporations, partnering with NFPs through employee volunteer programs enhances brand visibility, boosts internal morale and strengthens teams

Corporate Volunteer Partnerships for NFPs
•Jun 24, 2025Articles

How Should Manufacturers Track Tariff Costs?

what’s the right approach for handling tariff costs? What’s right for one manufacturer isn’t necessarily the best route for all manufacturers, so it’s important to understand that you’ve got options.

How Should Manufacturers Track Tariff Costs?
2 Contributors
•Jun 23, 2025Events

Section 899: America’s Countermeasure to the Global Minimum Tax?

Adding section 899 to the Internal Revenue Code would penalize countries that implement the UTPR or other “discriminatory” tax policies

Section 899: America’s Countermeasure to the Global Minimum Tax?
•Jun 20, 2025Articles

Senate Releases Draft of 'One Big Beautiful Bill'

On June 16, 2025, Senate leaders released their draft of the “One Big Beautiful Bill,” offering a detailed look at possible updates to federal tax policy.

Senate Releases Draft of 'One Big Beautiful Bill'
•Jun 18, 2025Articles

Cybersecurity Program Best Practices for EBPs

A well-documented cybersecurity program is the foundation of risk management. It must include formal information security policies, clear frameworks and more.

Cybersecurity Program Best Practices for EBPs
•Jun 17, 2025Articles

Vetting Benefit Plan Vendors: 3 Tips for Cybersecurity Readiness

Ask providers about their cybersecurity policies and practices. Their protocols should align with standards like NIST or ISO/IEC 27001

Vetting Benefit Plan Vendors: 3 Tips for Cybersecurity Readiness
2 Contributors
•Jun 12, 2025Articles
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