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Insights & Resources

Start exploring insights from across the industries we serve, featuring the latest industry trends, compliance alerts, tax and accounting news and much more.

NCAA 2026 reporting changes increase focus on name, image and likeness (NIL), revenue sharing and collectives. Learn what institutions should do now.
H.R. 7362 could simplify Form 5500 filing requirements through standardized deadlines, electronic signatures and aligned compliance timelines.
New pharmacy benefit manager fee transparency requirements may be coming. Learn what plan fiduciaries should do now to prepare and stay compliant.
CTAPP compliance reviews are smoother when firms prepare early. Learn the most common friction points and how California law firms can reduce disruption.
Strengthen retirement plan committee governance. Revisit top practices that help reduce fiduciary risk and improve oversight and efficiency.
Learn what a CTAPP compliance review involves, how attorneys are selected and what California law firms can do now to prepare.
Explore common pitfalls in management company accounting, from consolidation and revenue recognition to leases and alternatives to a U.S. GAAP audit.
SEP-IRAs offer S corporations a simple, tax-efficient retirement vehicle. Learn more about the eligibility, salary rules and contribution benefits.
Simplify employee benefit plan audits with preparation strategies that improve compliance and enhance efficiency.
Tune in to our on-demand webinar, which covers the potential impact of the Trump administration on employee benefit plan regulations in 2025.
Set up a SIMPLE IRA for your small business before October 1, 2024, to access tax benefits within a retirement plan that attracts employees promotes retention.
Boards and management should examine how traditional and emerging risks, especially generative AI and other new technology, may affect their operations.
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