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Thought Leadership

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Top Areas of Tax Exposure and Audit Risk for Restaurants

Top Areas of Tax Exposure and Audit Risk for Restaurants

Whether it be an examination by the Internal Revenue Service (IRS) or a state or local government, an audit of your books and records can undoubtedly bring unwanted anxiety, be a drain on resources, and in some cases, prove costly if your entity is found to be...

Changes to the 2023 Form 5500

Changes to the 2023 Form 5500

The Form 5500 serves as a vital source of information for the Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation. This form provides details regarding a retirement plan's operations, qualifications, financial status, and...

CRITICAL KPIs FOR RETAILERS

CRITICAL KPIs FOR RETAILERS

When working with retailers, a common question I get asked is “How do I know if my business is doing well, and what should I be looking at?” It’s a great question and one that I find many business owners struggle with and generally don’t know where to look to find the...

Three Key Supply Chain Considerations for 2023 and Beyond

Three Key Supply Chain Considerations for 2023 and Beyond

The COVID-19 pandemic sent a shock wave through the manufacturing industry and highlighted key points of risk that resulted in the massive supply chain shortages we saw over the past few years. While these supply chain headwinds are likely to continue in 2023, there...

SECURE Act 2.0

SECURE Act 2.0

In December 2022, the Biden administration signed into law the Consolidated Appropriations Act, 2023, which included the SECURE Act 2.0 of 2022. The original SECURE Act was released in December 2019 and sought to expand retirement savings coverage and increase savings...