Thought leadership.
Our insights on topics affecting the industries we serve.
Thought Leadership
Your go-to source for relevant industry insight from experienced professionals.
What Retirement Plan Sponsors Need to Know About Cybersecurity
The retirement plan industry holds over $37 trillion in total participant retirement accounts. Yet, the industry as a whole lacks a comprehensive system of cybersecurity laws and regulations to protect those assets. The Department of Labor (DOL) has issued guidance...
Beneficial Ownership Reporting
Beginning January 1, 2024, millions of entities registered to do business within the US will become subject to the new Beneficial Ownership Information (BOI) reporting requirements. The Financial Crimes Enforcement Network (FinCEN) has been tasked with developing this...
Retail Tips for a Successful Holiday Season
The holidays are rapidly approaching, and the holiday season is big business for retailers! Americans spent over $936 billion during the 2022 holiday season according to the National Retail Federation (NRF) which is impressive considering that it occurred amid...
Tips on How Your Retail Organization Can Reduce Holiday Theft and Loss
The Holiday shopping season is here, and retailers will soon be navigating the annual Black Friday and Cyber Monday events. Stores will welcome thousands of visitors, most of which will be there to legitimately shop. However, there will most likely be a few bad actors...
Effective Strategies for Increasing Average Check Size in Restaurants
In the highly competitive restaurant industry, finding ways to increase revenue and profitability is a top priority for restaurant owners and managers. One effective approach is to focus on increasing the average check size, which refers to the amount of money spent...
Tips for Form 990 Review: What Nonprofit Boards Need to Know
A Form 990 is the nonprofit tax form that details an organization’s activities and financial standing. This form not only justifies an organization’s tax-exempt status, but also reveals key information that charity-rating organizations and grant makers use when...
Recent Comments