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The Essential Role of a Fractional CFO

Strategic financial leadership is essential for the long-term success of any company that seeks to thrive in a progressively competitive business environment. Many small to mid-sized companies and organizations are turning to fractional accounting and advisory services to meet this need – increasingly to fulfill the critical role of CFO.

Revitalizing Communities: The Historic Tax Credit Growth and Opportunity Act

The Historic Tax Credit (HTC) has long been a cornerstone of American preservation and revitalization efforts. Introduced in 1976, the HTC has facilitated the rehabilitation of over 49,000 historic properties, spurring economic development and preserving cultural heritage nationwide. However, over the past decade, HTC’s effectiveness has been diminished due to

SOC Reports for Data Centers: What to Know

Data centers are at the heart of today’s digital economy, powering everything from cloud-based solutions to AI applications. As reliance on these facilities grows, so does the demand for transparency, security, and reliability.   One of the most effective ways for data centers to demonstrate their commitment to operational excellence is

Navigating Forfeitures in Retirement Plans

The utilization of forfeitures in retirement plans has become a focal point in the ERISA litigation landscape. Forfeitures typically occur when an employee terminates their employment before their employer contribution becomes fully vested, resulting in the unvested portion reverting to the plan’s forfeiture account. Recently, lawsuits alleged that employers are

2023 Projections for Distributors

What’s going to separate wholesale distribution leaders from the rest of the pack in 2023, and what trends are expected to have the biggest impact on the industry? Indian River Consulting Group Managing Partner and Co-Founder Mike Marks shared his insights in an exclusive event hosted by Modern Distribution Management,

Cautiously Optimistic: ENR and Dodge Construction’s 2024 Forecast

This season is a great time to reflect on another year gone by and look ahead with hopefulness at what’s to come in 2024 – and nothing captures this sentiment better than taking a glimpse at the construction market. Looking at the industry forecast by the Engineering News-Record with help

Understanding United States v. Hughes: Establishing a Precedent in FBAR Violations

 A crucial decision in the landmark case of United States v. Hughes has broad implications for foreign bank account holders. The Ninth U.S. Circuit Court of Appeals has determined that recklessness is included in the definition of willfulness for civil penalties concerning Foreign Bank Account Records (FBAR) reporting violations.  If

An Alarming Shift in Retirement Planning – and a Creative Solution

There’s a significant – and alarming – shift in how Americans view their retirement savings: the $12.2 trillion currently invested in these plans is increasingly viewed as accessible emergency funding instead of money strictly earmarked for retirement. Record-breaking withdrawals The numbers tell a stark story. Last year, a record 4.8%

International

Assurance at Home and Abroad Doing business abroad creates new opportunities and you’ll need to figure out the boundaries of the new geographic regulations. Not just any accountant, tax advisor, or business consultant will understand what you’re up against. You need to work with a firm that works globally –

Construction Optimism Surges: What the Latest Data Reveals About Market Recovery

The construction industry got some welcome news. The latest CIRT Sentiment Index shows confidence climbing to its highest level in quarters, with the overall sentiment jumping from 54.0 to 65.0 in the third quarter of 2025. For construction companies and their financial advisors, this uptick signals more than just good

IT Controls and Compliance

Defend Your Business Systems Can’t watch the video? Download a copy of the transcript here. You have solid internal financial and operational controls in place. But, does your confidence in those controls extend to your IT systems? If the answer is no, don’t waste any time making it a resounding