…significantly, from 9,000 to 170,000. ERS uses a combination of automated methods and technology-supported manual research and analysis to analyze 501(c)(3) tax forms for three consecutive years, which from a…
…responsible for performing the assessments of the CMMC Third-Party Assessor Organizations (C3PAOs) indicated that it takes approximately six weeks to complete the assessments. c3PAOs Assessment Completion Schedule Planning: 3 weeks…
…the investment company industry. The following list highlights a few items impacted by the specialized guidance that must be considered in the planning and early phases of the fund life…
…and other retirement-related items (Notice 2025-67). These limits become effective January 1, 2026. Employers and employees should review these limit changes for planning purposes. Employers should be proactive in preparing…
…ice breakers, they were given an opportunity to attend a career fair planning session and another session with the marketing team on building their brand on LinkedIn. There was an…
…review, one-time events to remember (What disruptions or measures were taken during the pandemic lockdowns?), and forward planning. To achieve maximum potential value for your practice, there are some items…
…joined fellow AAM member Diane Walsh, Chief Marketing Officer at Prager Metis, to share insights on how CPA firms are rethinking their approach to team structure and strategic planning in…