Whitepaper | For Boards, the Best Cybersecurity Defense Is a Good Offense

The regulation has been introduced to improve transparency in the markets for sustainable investment products while increasing transparency around sustainability claims made by FMPs.

2024-01-24T17:09:29-05:00September 7, 2023|Categories: Cybersecurity, Risk Advisory, Whitepaper|Tags: , |

Whitepaper | Contingent Consideration: A Means of Mediation in Acquisitions

As transactions increase their reliance on contingent consideration, it is important to ensure they are valued correctly.

2023-11-07T08:25:03-05:00August 17, 2023|Categories: Transaction Advisory, Whitepaper|Tags: |

Whitepaper | IRS Dirty Dozen Top Tax Scams To Avoid

Each year, the Internal Revenue Service publishes its annual Dirty Dozen list of tax scams highlighting various schemes that put taxpayers and their financial well-being at risk. In this video, we'll provide an overview of five of the top scams on the list.

2024-03-18T11:45:07-04:00April 10, 2023|Categories: Tax: Business, Tax: Individual, Whitepaper|

Whitepaper | Protecting Your Company From Ransomware

Ransomware is a significant threat for business owners of any size, and the damages can be catastrophic. This video will explain what ransomware is and provide seven tips on protecting you and your company.

2024-01-25T09:43:53-05:00March 1, 2023|Categories: Cybersecurity, Risk Advisory, Whitepaper|Tags: , |

Whitepaper | Cybersecurity Considerations and Trends for Boards and Audit Committees

Boards of directors can strengthen cybersecurity at their organizations by understanding trends and taking action accordingly.

2024-01-24T17:13:38-05:00December 7, 2022|Categories: Cybersecurity, Risk Advisory, Whitepaper|Tags: , |

Whitepaper | Succession Planning for Nonprofits

Developing future leaders and mapping out a succession plan in advance is one of the best ways to mitigate the risk of losing key personnel and prepare for the future needs and growth of an organization. This video offers tips and best practices for creating and implementing a succession plan for your nonprofit.

2023-11-07T08:29:13-05:00May 17, 2022|Categories: Not-for-Profit, Whitepaper|Tags: |

Whitepaper | Valuing Your Business

A business valuation helps to determine the fair market value of a company and may be needed for a variety of reasons such as buying or selling a business, transferring equity, developing an estate plan or purchasing insurance. In this video, you'll learn why you might need a valuation and the common methodologies used to determine value.

2023-11-07T08:30:07-05:00November 30, 2021|Categories: Business Valuation, Transaction Advisory, Whitepaper|Tags: |

Whitepaper | Tax Benefits of Opportunity Zone Funds

The proposed plan to increase long-term capital gains tax rates has motivated investors to seek opportunities to defer and reduce capital gains taxes. Opportunity Zone Funds have been increasing in popularity because of their ability to defer and reduce capital gains. Watch now to learn more about Opportunity Zone Funds.

2023-11-07T08:31:04-05:00November 18, 2021|Categories: Tax: Credits & Incentives, Whitepaper|Tags: , , |

Whitepaper | When the office can be anywhere, where are taxes paid?

Virtual workforce opportunities have allowed employees to become transient, potentially increasing or reducing your state tax obligations.

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