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A Handy Checklist for Auditing Your Accounting Firm
Thursday, November 7, 2024 Mango Practice Management This checklist will help you evaluate all areas of your firm's performance and chart a path to success.
Infographic
AI and the Internal Audit Process
Tuesday, September 17, 2024 Wolters Kluwer TeamMate AI technology can drive audit productivity and efficiencies. Although best practices are still emerging, there are pros and cons to using GenAI across each stage of the audit lifecycle.
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Your Business Needs an Exit Strategy. Here are 4 Things to Consider
Wednesday, July 3, 2024 Intuit for Retirement Creating a succession plan can be confusing, complex, and emotional as you consider leaving behind the business you’ve worked hard to create. Nonetheless, creating a succession plan or exit strategy is vital for you, your team, and your clients.
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The CAF American Donor Fund: A Brief Overview
Friday, June 23, 2023 CAF America The CAF American Donor Fund is a dual registered donor advised fund that allows clients to make donations to charities worldwide and receive tax relief in the US and UK. Download this free guide to learn more.
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What's a Safe Harbor 401(k) Plan?
Tuesday, August 30, 2022 Ubiquity Retirement Safe Harbor is a way of structuring a 401(k) plan that allows small business owners to maximize retirement contributions while sailing safely through annual compliance tests given by the IRS. Download this free infographic to learn more.