Estate & Trust Planning Thanks to Hollywood, “estate plan” may conjure up images of a family all dressed in black, sitting in a dark, wood-paneled library in a sprawling mansion, and listening to a deceased relative’s lawyer while wondering who’s going to inherit the yacht. While that may make for
AICPA Peer Review – Cincinnati (OH) Cincinnati and Ohio CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of a firm’s
The Supreme Court’s landmark 2018 ruling in the South Dakota V. Wayfair case changed the rules for when out-of-state businesses across a wide range of industries are required to collect and remit sales tax. (surprise – it’s not just retail!). What the Wayfair ruling changed Prior to the ruling, businesses
AICPA Peer Review – Indianapolis (IN) Indianapolis and Indiana CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of a firm’s
AICPA Peer Review – Chicago (IL) Chicago and Illinois CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of a firm’s
AICPA Peer Review – Dayton (OH) Dayton and Ohio CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of a firm’s
AICPA Peer Review – Des Moines (IA) Des Moines and Iowa CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of
AICPA Peer Review – St. Louis (MO) St. Louis and Missouri CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of
AICPA Peer Review – Detroit (MI) Detroit and Michigan CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of a firm’s
AICPA Peer Review – Nashville (TN) Nashville and Tennessee CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of a firm’s
One Report. Multiple Frameworks. Maximized Efficiency. When customers ask you to prove you’re secure, compliant, and trustworthy, a standard SOC 2 report is a solid start. But what if your business needs to demonstrate alignment with multiple frameworks—such as HIPAA, GDPR, ISO 27001, or NIST—without having to juggle multiple assessments,
AICPA Peer Review – Minneapolis (MN) Minneapolis and Minnesota CPA firms are required to undergo a firm peer review every three years – a requirement mandated by both the American Institute of Certified Public Accountants (AICPA) and state licensing agencies. A peer review is an independent examination of a firm’s