Thought leadership.
Our insights on topics affecting the industries we serve.
Thought Leadership
Your go-to source for relevant industry insight from experienced professionals.
5 Questions to Ask When Selecting an Auditor for Your Benefit Plan
Under federal law, most organizations with an employee benefit plan (EBP) that has 100 or more participants are required to submit audited plan financial statements when they file their annual tax return or report. This audit is required to ensure that the...
Does your employee benefit plan need an audit?
Do you offer benefit plans to your employees like 401(k)? Then you may be required to have the plan audited by an independent public accountant under the Employee Retirement Income Security Act of 1974 (ERISA). ERISA requires that an annual report be filed with the...
Creative Solutions are Helping Restaurants Address Supply Chain Challenges
Restaurants continue to face significant pandemic-related challenges. From supply chain disruptions to staffing shortages, companies are heading into a third calendar year of difficulties that continue to change, leaving restaurateurs scrambling for solutions. The...
How Retailers Can Increase Sales
One of the most common concerns that I hear when working with retailers is that “we need more sales!” Of course, but sales are just one component of determining overall profitability as “costs” can also dictate whether a retailer makes or loses money. Retailers are...
Inflation, Cybersecurity, Labor Challenges Key Concerns for Investment Clients in 2022
Retirement plans and financial planners may be facing many questions when it comes to the economic outlook for 2022. After two years of uncertainty due to the COVID-19 pandemic, wild economic swings and political divisions, 2022 is shaping up to have its own set of...
Are you looking to review or enhance your small business tax strategy?
You’re in luck. DHW Principal, Tim Reynolds, and Tax Manager, Matt McKinney, recently presented a webinar for the Small Business Center Network at the North Carolina Community College System. The hour-long webinar discussed a basic overview of common questions many...
Recent Comments