…and financial health. Other challenges and considerations for endowment management Investment management pitfalls Investment management challenges often include insufficient diversification, the temptation to chase high returns, lack of thorough monitoring…
…the latest tax year there are numerous taxpayer considerations that need to be addressed before implementation. The American Institute of CPAs (AICPA) has submitted recommendations to the Department of the…
…education expenses required to maintain such credentials. Planning considerations for affluent families Front-load for long-term flexibility: The annual gift tax exclusion for 2026 is $19,000 per beneficiary ($38,000 per beneficiary…
…on financial reporting and audit-related compliance considerations for government funding programs and federal and state broadband initiatives. She also performs employee benefit plan audits and is a member of the…
Asif Charania and Greg Saunders share insights at the Valuation Products and Services StraightTalk Webinar On August 12, 2025, Keiter Valuation and Forensic Services team leaders, Asif H. Charania, CPA/ABV/CFF,…
Appropriate Accounting for Lease Modifications as a Result of COVID-19 This article is Part 2 of two articles to assist business owners and managers with debt and lease modification guidance….
…the corporate world, we will assist you with the planning and considerations necessary to effect a seamless transition. Whatever phase of life you are in, we, along with your other…
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…principles HR policies, compliance, confidentiality, and ethical considerations Coaching program design and implementation aligned with firm‑wide talent initiatives Core Skills Coaching and mentoring early‑career professionals Active listening, interpersonal communication, and…