Blog Archives: 2018

What the EU’s General Data Protection Regulation Means for Your Organization

Posted May 7th, 2018 & filed under newsletter.

If you receive payments from a donor or client based in the European Union (EU), then a new law taking effect on May 25, called the General Data Protection Regulation (GDPR) will require your compliance. The regulation centers around accountability for the personal data of individuals and is applicable to anyone doing business with an […]

Microsoft Suppliers: Are You Prepared for the GDPR Requirements?

Posted April 25th, 2018 & filed under newsletter.

Suppliers for Microsoft who handle sensitive information are likely aware that the Supplier Security and Privacy Assurance (SSPA) program data protection requirements were updated to address the General Data Protection Regulations (GDPR) coming out of the EU. GDPR will take effect on May 25, 2018. Suppliers need to be aware of these new requirements to […]

Pre-Tax Funding for College Education Under The Tax Cuts & Jobs Act

Posted April 25th, 2018 & filed under newsletter.

Many parents and loved ones are concerned about funding their children’s education, and it’s no wonder. According to College Board’s recent “Trends in College Pricing” report, average tuition to attend a public four-year institution has increased 213% from 30 years ago. However, there is an option to help with these costs – the 529 plan. […]

Protecting Your Business Through a Risk Assessment

Posted March 16th, 2018 & filed under newsletter.

COSO Series, Part 3 of 6: The following article is part three of a six-part series exploring the high-level basics of the COSO Integrated Internal Control Framework.1 The following article provides a high-level overview of the second component of the framework: Risk Assessment. There are numerous types of business risk that can impair an organization’s […]

The Importance of a Quality of Earnings (QoE) Report for M&A Activity

Posted March 12th, 2018 & filed under newsletter.

Lately, we have heard more conversations around the importance of quality of earnings (QoE) reports, likely due to the growing M&A activity in the region. The Association for Corporate Growth recently circulated the Citizens Bank 2018 report on Middle Market M&A Outlook, noting that 56% of sellers are currently involved in M&A activity or plan […]