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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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WEBINAR: Adapting Strategies in Today's Economic Environment

Join Sherry Saddler, CSH's Director of Not-for-Profit Managed Services, for a practical session on adapting your organization's financial strategy,

Sep 23, 2026•Events
WEBINAR: Adapting Strategies in Today's Economic Environment

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

ROAD to Housing Act: How It Reshapes Affordable Housing

A new federal housing law is now in effect, and if you develop, syndicate, or invest in affordable housing, it's worth a closer look. The 21st Century ROAD to Housing Act passed with rare bipartisan support

•Aug 25, 2026•Audit & Assurance, Business Tax
ROAD to Housing Act: How It Reshapes Affordable Housing

How to Prepare for Trust and Custody Bank Examinations

Trust and custody operations introduce additional regulatory oversight and specialized accounting responsibilities. These services can be an important source of revenue and strengthen long-term client relationships

•Aug 24, 2026•Audit & Assurance
How to Prepare for Trust and Custody Bank Examinations

New Mobile and Web Accessibility Requirements

HHS issued updated regulations under Section 504 of the Rehabilitation Act that establish specific digital accessibility standards for organizations receiving HHS financial assistance

•Aug 21, 2026•Audit & Assurance
New Mobile and Web Accessibility Requirements
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