The Hidden Cyber Risks in Virginia’s CSBs – And How to Fix Them

Like many organizations, Virginia’s Community Service Boards (CSBs) are going digital—managing client records, processing financial transactions, and coordinating services all online. Learn more about how to protect your organization from cyber threats.

2025-03-10T13:55:11-04:00March 10, 2025|Categories: Cybersecurity, Risk Advisory|Tags: |

2025 Outlook: 3 Common Trends in M&A Activity

Whether you’re buying, selling, or investing in a business in 2025, success hinges on making informed decisions. This article examines trends in M&A activity.

2025-03-18T10:05:06-04:00March 6, 2025|Categories: Tax: Business, Transaction Advisory, Wealth Management|Tags: , , |

Navigating Uncertainty: Key Economic and Policy Shifts Impacting Organizations

Rapid policy changes and legal challenges are making the business environment increasingly unpredictable. Shifts in trade, labor, and tax policies can create both opportunities and disruptions. While uncertainty is inevitable, businesses that stay informed, assess risks, and build flexibility into their operations will be better equipped to adapt

2025-03-06T13:01:12-05:00March 6, 2025|Categories: Tax: Business|Tags: |

New Rulings Expand Self-Employment Tax for Limited Partners

Active limited partners who participate in a partnership’s operations may now owe self-employment taxes on ordinary income. Recent court rulings stress the importance of a partner’s role over their title, making it essential for businesses to evaluate involvement, review agreements, and ensure compliance to avoid penalties.

2025-02-28T14:19:52-05:00February 27, 2025|Categories: Construction and Real Estate, Tax: Business|Tags: |

Time’s Up: OMB’s New Cybersecurity Mandates Are Now in Effect for Federal Grant Recipients in 2025

Understand the new cybersecurity -related revisions from the Office of Management and how to stay in compliance.

2025-02-26T13:24:52-05:00February 19, 2025|Categories: Cybersecurity, Risk Advisory|Tags: |

Webinar Recording | M&A Trends in 2025: Key Factors That Can Impact Your Business Exit

Are you a business owner considering an exit in the near future? It’s important to understand how to navigate the ever-changing M&A landscape. This webinar will cover insights and strategies that can maximize value and ensure a smooth transition.

2025-03-07T08:23:55-05:00February 7, 2025|Categories: Events, Tax: Business, Transaction Advisory, Webinar|Tags: , , , |

Fraud Risks in Nonprofits: Trends and Strategies for 2025

Nonprofits are increasingly prioritizing fraud prevention to protect their resources and fulfill their mission. In 2025, two key areas require attention: internal fraud by employees and external risks to systems and data. Proactive measures can help organizations address these challenges and maintain financial integrity.

2025-02-26T13:36:43-05:00January 27, 2025|Categories: Fraud/Forensics, Not-for-Profit, Risk Advisory|Tags: |

Roth Employer Contributions

Roth elective deferral contributions have been permitted in qualified retirement plans since 2006. Section 604 of SECURE 2.0 provided for an optional provision that allows employees to designate their employer contributions, whether it be matching nonelective, as Roth. This applies to 401(k) Plans and 403(b) Plan. This was effective December 29, 2022; however, several challenges delayed implementation of this provision.

2025-01-02T09:36:52-05:00January 2, 2025|Categories: Employee Benefit Plans, Retirement|Tags: |
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