Thought Leadership

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Qualified Opportunity Zones Offer Rare Tax Savings

In order to encourage investment in distressed communities, Congress included in the Tax Cuts and Jobs Act (TCJA) significant tax benefits for investments in so-called Qualified Opportunity Zones (QOZs). The new law allows eligible taxpayers to defer taxation of gain that is reinvested in a QOZ.

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Are You Ready for Automation?

A specific form of artificial intelligence known as robotic process automation (RPA) can relieve accounting staff of repetitive burdens and allow people to focus on higher-level analyses and strategic projects. Unlike manufacturing automation, RPA relies on software to automate digital processes,…

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What Is a Company Worth When It’s Liquidated?

No matter how much the overall economy is thriving, some businesses will struggle and eventually need to liquidate their assets. Getting the most out of liquidation requires guidance from financial experts who can help owners make informed decisions.

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Enjoying Sudden Success? Protect Your Growing Wealth for Generations

If you’re a rising professional in your 30s or 40s, perhaps an executive in the booming oil and gas sector or a talented software developer, then you’re likely achieving enviable financial success. But how can you ensure that all your newly accumulated wealth is protected for both you and your…

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Boardrooms Are Looking More Diverse

Companies of all sizes and industries understand the strategic value of bringing diverse voices to the table, not only in their workforce but also in their boards of directors. Recent boardroom diversity studies have identified some key findings and characteristics — beyond diversity of gender and…

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Auditing Accounting Estimates and the Use of Specialists

The Public Company Accounting Oversight Board (PCAOB) recently voted to finalize two related standards aimed at improving audits of accounting estimates and the work of specialists. Though the new, more consistent guidance would apply specifically to public companies, the effects would likely…

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Small Lenders Could See Relief from HMDA Reporting

On May 2, 2019, the CFPB invited public comment on possible amendments to Regulation C, which implements the Home Mortgage Disclosure Act (HMDA). The new HMDA rules would increase the HMDA reporting threshold for mortgages, which means that smaller lenders would not need to c

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