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2022 Financial Services Outlook: Trends, Challenges, and Opportunities
Explore tips to navigate trends related to fintech, digital assets, mortgage banking, tax updates, ESG, and more.
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Article
Excess Business Holdings: What They Are and What They Mean for Your Private Foundation
When a private foundation and its disqualified persons—those closely associated with it—own too much in the same corporation, partnership, or trust, it risks having excess business holdings, which can result in a hefty excise tax.
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2025 Executive Health Care Conference
Gain insights into key issues facing health care’s C-suite by leveraging video sessions from the 2025 Executive Health Care Conference.
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Article
Look to the Right Peers When Setting Executive Compensation
What do you pay a not-for-profit’s executives? Attracting and retaining talent is vital, but you can’t risk tarnishing your reputation with regulators, government funding sources, contributors, members, or the media. This Insight gives an overview.
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Article
How Will the New Lease Accounting Standard Impact Loan Covenants?
Learn how new accounting for leases will affect company’s financial statements, loan agreements, and debt covenants.
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Article
Q&A: A Legal Perspective on Self-Dealing
Private foundations need to be wary of transactions that could constitute self-dealing, since they can result in hefty excise taxes and other ramifications. Marisa Meltebeke of the law firm Davis Wright Tremaine LLP provides a legal perspective.
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Article
Monitor your Self-Insured Medical Plan with an Administrative Audit
A third-party administrator audit, sometimes called an administrative claims review, helps tribes create accountability, measure performance, and establish processes for quality improvements.
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Article
Taxpayers in Oil and Gas Industry Face Key Changes with New Tax Law
Tax reform affects oil and gas companies on an individual and business level because they hold investments in a variety of entity types. We outline the details.
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Alert
New Limitation on Losses from Pass-through Entities Could Result in Adjustments to Your Tax Strategy
Tax reform’s limitations on excess business losses and net operating losses from pass-through entities could prompt a tax-strategy change.
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Article
Not-for-Profit Reporting Series: Cash Flow Statements Are About to Become Simpler
An overhaul of not-for-profit financial reporting guidance offers flexibility in the way not-for-profits present operating cash flow.
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Article
Consider These Best Practices When Organizing Grantee Site Visits
Private foundations considering grants can follow these guidelines for planning a personal visit to gain insight from prospective beneficiaries.
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Alert
AICPA Issues Guidance on Audit Reports for Tribes and Other Government Entities that Prepare FASB Financial Statements
On July 25, 2017, the AICPA provided guidance on audit reports for tribes and government entities that prepare financial statements under the FASB.
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Alert
Internet Access and Telecommunications Used to Provide Internet Access Are Exempt from Washington’s Retail Sales Tax
New guidance addresses Washington State’s tax treatment of Internet access under the federal Internet Tax Freedom Act (ITFA).
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Article
Four Most Common Tribal Government Single-Audit Findings—and How to Avoid Them
Learn about the four most common audit findings for tribal entities and what you can do to avoid them.
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Article
The Difference between an Employee and an Independent Contractor—and Why It Matters
Learn how an April 2018 California Supreme Court ruling affects the categorization of employees and independent contractors for tax purposes.
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Article
Key Steps to Take When Suspected Fraud Has Occurred in Your Tribal Organization
Learn how your tribe can be better prepared to respond to suspected fraud—and what steps to take when it happens.
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Article
Understanding How Changes to the 477 Program May Affect Your Tribe
Changes to the 477 program reduce administrative burden while giving tribes more flexibility to combine federal employment and training services.
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Article
Fees and Sales Tax Considerations for Amazon Sellers and Vendors

Learn about the fees, sales-tax requirements, and differences between Amazon’s two business models for sellers.

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Article
Five Key Steps for Completing Your Annual Financial Report On Time and Within Budget
Plan, prepare, and produce a clear and effective annual financial report shortly after fiscal year-end with these tips.
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Article
Financial Forecasting: 6 Tips for Private Companies
Private companies may benefit from applying these six strategies as they prepare for the coming forecast period.
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