Management Advisory

When it comes to business management, a team of professional advisors can be a key component for avoiding pitfalls. As your trusted advisors, we provide a breadth of knowledge and experience to help facilitate the success of our clients.

Devising a Master Plan

We can help you develop a solid business plan, institute financial controls to safeguard and maximize the return on your financial assets, consult with you on decisions related to your financial management systems and staff, address succession planning, and provide coordination for your legal, insurance, banking, and other professional relationships.

Let us assist you in initiating collaborative, efficient, and effective management tools, and monitoring the results over time.


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Companies Must Prepare Now to Get Ahead of the SEC’s New Cybersecurity Rules

| ASSURANCE | No Comments
The Securities and Exchange Commission’s (SEC) finalized cybersecurity rules expand public companies’ cyber risk management and disclosure responsibilities. A host of new requirements not only mandate timely disclosure of material…

Understanding the Impact of Workforce Reductions on 401(k) Plans

Employee turnover often triggers a wave of issues for a company and its human resources department. Even 401(k) retirement plans — one of the most sought-after employee benefits — can…

Revisiting Eligibility for Small Business Taxpayer Exemptions

| TAX | No Comments
“An exemption from UNICAP? And no limitation on the amount of business interest expense I can deduct? Sign me up!” Many taxpayers (and their tax return preparers) have eagerly embraced…

Complying with SECURE Act Changes to Long-Term Part-Time Employee Eligibility and IRS Form 5500

| TAX | No Comments
Two significant regulatory changes to retirement plans require immediate attention from plan sponsors, both to ensure current operational compliance and to comply with upcoming deadlines. Many long-term, part-time (LTPT) employees…