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Learn MoreAs states continue to offer tax return filing, payment deferrals and other assistance measures in light of the COVID-19 pandemic, we take a closer look at New York. Learn more about relief efforts identified in other states in which our firm is located in our easy-to-use spreadsheet...
Read MoreOver the past several weeks, there has been a significant shift from working in the office to working from home as businesses and employees comply with "stay at home" orders across the country. However, businesses that have employees teleworking outside the office could be creating a “presence,” or...
Read MoreIn this installment of our “Business Intel” series — helping you monitor, understand and maximize your organization’s liquidity and cash management processes — we focus on strategies to make your organization’s working capital work for you and ways to optimize your cash management. As we...
Read MoreAs states continue to offer tax return filing, payment deferrals and other assistance measures in light of the COVID-19 pandemic, we take a closer look at Illinois. Learn more about relief efforts identified in other states in which our firm is located in our easy-to-use spreadsheet...
Read MoreWhile there have been a lot of changes in the investment industry over the past 50 years — in the variety of investment types, pricing providers, pricing models, accounting and auditing requirements, compliance changes and the complexity of investments — it’s been that long since the SEC conducted a...
Read MoreRecently, certain large businesses that applied for and received proceeds under the Paycheck Protection Program (PPP) came under public scrutiny. As the program is being expanded through additional funding from the Interim Stimulus Plan, the SBA has released updated guidance aimed at eliminating...
Read MoreIn our currently uncertain economic state, it is imperative to have a system in place to help monitor and understand your organization’s liquidity and cash management. In addition to our PowerBI Liquidity Dashboard — which helps analyze your current position and ensure your organization has real...
Read MoreOn the heels of the announcement regarding the Interim Stimulus Plan — which amends the CARES Act and offers more funding for both the Paycheck Protection Program (PPP) and Economic Injury Disaster Loan (EIDL) Program — the SBA issued new guidance on April 24, 2020, clarifying certain aspects of the...
Read MoreHere we are, barely into Q2 of the calendar year, and many organizations are operating under a budget that is essentially irrelevant. For calendar year-end companies, operating under the current budget for the remainder of the year doesn’t make sense. Organizations with non-calendar fiscal years may...
Read MoreThe current economic environment is anything but run-of-the-mill. Markets are volatile. Uncertainty is ubiquitous. As mutual fund advisors navigate the seas of change, their audit committees should take a deeper look at potential obstacles to upcoming financial reporting cycles and what aspects of...
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