How to conduct a remote fraud investigation
September 20, 2021 Knowledge Center
How to conduct a remote fraud investigation

Before the COVID-19 pandemic, most fraud investigations took place in the office or other work facility. This made it easy for investigators to gather and analyze data and interview suspects and witnesses in a face-to-face setting. But if your company allows employees to work from home — either temporarily or permanently — you may need […]

Financial reporting issues to consider in “going private” transactions
September 17, 2021 Knowledge Center
Financial reporting issues to consider in “going private” transactions

In the midst of mounting inflation, supply shortages, geopolitical turmoil, threats of cyberattacks and continuing COVID-19 concerns, public stock prices are expected to fluctuate in the coming months. This situation has unsettled shareholders and makes long-term strategic planning challenging. Now might be a good time to consider getting off the rollercoaster by taking your company […]

David Lam Outlines 3 (Not-So-)Simple Rules of Vulnerability Management | GRC Outlook
September 16, 2021 In the News
David Lam Outlines 3 (Not-So-)Simple Rules of Vulnerability Management | GRC Outlook

“You would think in 2021 that keeping your computer systems and applications up-to-date and protected against attacks would be simple–turn on automatic updates for your operating systems and applications and all would be well. In reality…”

Best practices for reporting business-related T&E expenses
September 15, 2021 Knowledge Center
Best practices for reporting business-related T&E expenses

Many companies have resumed some level of business-related travel and entertainment (T&E) activities — or they plan to do so this fall. Unfortunately, these expense categories may be susceptible to incomplete recordkeeping and even fraud. So, it’s important for companies to implement formal T&E policies to ensure reporting is detailed and legitimate. Substantiating expenses Traditionally, […]

You can only claim a casualty loss tax deduction in certain situations
September 14, 2021 Knowledge Center
You can only claim a casualty loss tax deduction in certain situations

In recent weeks, some Americans have been victimized by hurricanes, severe storms, flooding, wildfires and other disasters. No matter where you live, unexpected disasters may cause damage to your home or personal property. Before the Tax Cuts and Jobs Act (TCJA), eligible casualty loss victims could claim a deduction on their tax returns. But there […]

With a self-directed IRA, you choose your own investments
September 13, 2021 Knowledge Center
With a self-directed IRA, you choose your own investments

If you’re the type who would rather order ala carte rather than a set entrée, you might prefer a “self-directed” IRA. With this option, you may be able to amp up the benefits of a traditional or Roth IRA by enabling them to hold nontraditional investments of your choosing that can potentially offer greater returns. […]

Protect your company from cyberattacks by adopting zero trust
September 10, 2021 Knowledge Center
Protect your company from cyberattacks by adopting zero trust

Some organizations struggle to prevent cyberattacks because they rely on cybersecurity tools and techniques that protect only their perimeter. Perpetrators who make it past a single line of defense (such as with a username and password) can gain unfettered access to the company’s network. They can then use ransomware to block access to data or […]

COVID-related leave-sharing programs remain viable
September 9, 2021 COVID-19
COVID-related leave-sharing programs remain viable

In Notice 2021-42, the IRS recently extended earlier guidance on employer leave-sharing programs that aid those most adversely affected by the COVID-19 pandemic. If your organization is currently administering such a program, or might want to consider doing so, here’s a brief review of the concept and rules. Under a leave-sharing program, employees can elect to […]

Scholarships are usually tax free but they may result in taxable income
September 8, 2021 Knowledge Center
Scholarships are usually tax free but they may result in taxable income

If your child is fortunate enough to be awarded a scholarship, you may wonder about the tax implications. Fortunately, scholarships (and fellowships) are generally tax free for students at elementary, middle and high schools, as well as those attending college, graduate school or accredited vocational schools. It doesn’t matter if the scholarship makes a direct […]

Be careful. There might be a “visher” on the line
September 7, 2021 Knowledge Center
Be careful. There might be a “visher” on the line

“Vishing” may sound familiar, but unless you’re a fraud investigator, you probably haven’t encountered it. Unfortunately, that could change … soon. To foil a scam that increasingly takes advantage of remote workers, learn what vishing is and how your business can prevent it from infiltrating your network. Clarifying terms Vishing isn’t the same as “phishing.” […]

Private companies: Are you on track to meet the 2022 deadline for the updated lease standard?
September 3, 2021 Knowledge Center
Private companies: Are you on track to meet the 2022 deadline for the updated lease standard?

Updated accounting rules for long-term leases took effect in 2019 for public companies. Now, after several deferrals by the Financial Accounting Standards Board (FASB), private companies and private not-for-profit entities must follow suit, starting in fiscal year 2022. The updated guidance requires these organizations to report — for the first time — the full magnitude […]

ABLE accounts may help disabled or blind family members
September 3, 2021 Knowledge Center
ABLE accounts may help disabled or blind family members

There may be a tax-advantaged way for people to save for the needs of family members with disabilities — without having them lose eligibility for government benefits to which they’re entitled. It can be done though an Achieving a Better Life Experience (ABLE) account, which is a tax-free account that can be used for disability-related […]