A buyer’s guide: Hiring the right auditor for your benefit plan

return to work checklist

Clark Schaefer Hackett created this buyer’s guide to help you and other plan fiduciaries make an informed decision when hiring a quality auditor for your employee benefit plan audit. This guide covers your fiduciary responsibilities, the timing of a plan audit, audit quality, finding the right auditor and more.

80-120 Rule: Do you Need a Retirement Plan Audit Infographic

Related Content: A buyer’s guide: Hiring the right auditor for your benefit plan Helping you and other plan fiduciaries make an informed decision when hiring a quality auditor for your employee benefit plan audit. This guide covers your fiduciary responsibilities, the timing of a plan audit, audit quality, finding the right auditor and more. Download […]

Lease Accounting Adoption Is Near

If your organization has not already adopted lease accounting, the clock is ticking. The amendments are effective for fiscal years beginning after December 15, 2021, meaning that nonpublic companies must adopt the new rules with an effective date of January 1, 2022. Summary of the Changes The most significant change from existing guidance is the […]

Bonus Grants: A Creative Way to Retain and Reward Key Employees

Changes in the economy – as well as clashing generations in the workforce – have altered the employment landscape. Gone are the days of someone retiring after 40 years with the same company. Job hopping has become the norm, and in the war for talent, top performers are regularly being courted by the competition. Organizations […]

Comparing the Cost of Sales Tax Compliance: In House vs. Outsourcing Infographic

Sales tax compliance can get incredibly complex. If your company only has sales tax nexus in one or two states, then the process could be relatively manageable. The complexity (and risk) grows drastically, however, as your sales tax obligation and the number of states in which you have nexus grows. At some point, most companies […]

Disasters and your taxes: What you need to know

natural disaster forest fire

Homeowners and businesses across the country have experienced weather-related disasters in recent months. From hurricanes, tornadoes and other severe storms to the wildfires again raging in the West, natural disasters have led to significant losses for a wide swath of taxpayers. If you’re among them, you may qualify for a federal income tax deduction, as […]

Ohio Tax Update: Ohio 2022-2023 Biennial Budget Tax Reform

Overview Ohio Governor Mike DeWine signed 2021 HB 110 (“law” or “law change”), Ohio’s 2022-2023 biennial budget with significant tax law changes, rate reductions, and municipal income tax reforms. Many of the changes are effective retroactive to January 1, 2021 and other effective dates as noted below. Individual Income Tax Law Changes HB 110 reduces […]

What is the Employee Retention Tax Credit?

Question: What is the Employee Retention Tax Credit and how can I take advantage of this program? Answer: As an incentive to employers of all sizes to keep employees on payroll, the Employee Retention Tax Credit (ERTC) was created to help employers navigate the unprecedented impact of COVID-19. The ERTC is a refundable tax credit […]

The Evolving Role of the CFO

Man looking at data and analytics in a dashboard

It’s an exciting time to be a middle-market CFO, as the chief financial officer role is going through a major transformation. The CFO of the past was conservative and risk averse, spending most of their time crunching numbers and performing mundane (but important) tasks such as financial reporting, budgeting, cost control, cash flow management and […]

CFOs: 4 signs you need data visualizations

Today’s financial leaders have more responsibilities than ever. On top of managing cash flow, overseeing the accounting department and helping to drive growth, you’re also responsible for ensuring the quality of your organization’s financial data and translating that data into reporting that stakeholders can understand. A data visualization tool such as Microsoft Power BI helps […]

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