Discover how private equity fund managers can prepare for audits at the fund level. Learn key differences between SBIC and non-SBIC structures, common pitfalls, and six practical steps to ensure compliance and protect investor confidence.
In this Thanksgiving special episode, Drs. Drew Brannon, Milt Lowder, and Gabby Caviedes explore the transformative power of gratitude.
Discover five key accounting methods for construction contractors: PCM, CCM, cash basis, accrual, and accrual less retainage. Learn how OBBBA changes impact residential contracts and tax planning.
Discover how the One Big Beautiful Bill Act (OBBBA) temporarily raises the SALT deduction cap to $40,000, its phaseout for high-income earners, and strategies to optimize tax planning before the cap reverts in 2030.
The FASB introduced significant changes to the CECL standard, addressing purchased financial asset accounting and acquisition reporting. The new guidance applies to fiscal years beginning after December 15, 2026, with early adoption permitted.
This article provides the replay of our November Financial Services Group Risk Management, Compliance & Internal Audit Forum
In this episode, Dr. Milt Lowder sits down with Kathy Ligon, Founder & CEO of HINGE Advisors, to explore how leaders can scale without losing sight of their mission.
Discover how real estate firms, REITs, and QOFs stay compliant through specialized requirements and periodic testing. Learn operational best practices when managing fixed assets, planning for estimated tax payments, and preparing for audit.
Discover how healthcare CFOs can harness AI to drive operational efficiency, reduce burnout, and improve patient outcomes. Learn scalable strategies for financial performance, workforce support, and compliance in U.S. healthcare systems.
Discover tax-saving opportunities for business owners managing multiple entities. Learn how entity structure, strategic elections, advanced planning tools, and knowledgeable advisors can help you reduce tax liability and maximize after-tax income.
Explore how the One Big Beautiful Bill affects charitable giving in 2025. Learn tax benefits of donating stock and cash, AGI limits, and strategies to maximize deductions before upcoming changes.
Discover 7 essential year-end tax strategies for family-owned businesses. Learn how to reduce tax liability, optimize cash flow, and preserve generational wealth through income timing, deductions, charitable giving, and more.
