—By Author
What Businesses Should Know About the New Overtime Deduction
The Department of the Treasury and the Internal Revenue Service issued new guidance on a deduction tied to overtime pay under the One Big Beautiful Bill Act. The newly released IRS FAQs clarify how the deduction works, confirm transitional relief for 2025, and identify where employees should look for authoritative information. Understanding those boundaries may […]
Finance Leader’s Guide to Post-Merger Integration Challenges
The Letter of Intent is signed, due diligence goes smoothly, terms are agreed upon, and the deal closes. For finance leaders the months following a merger often present more complex challenges than the transaction itself. While legal teams pack up their closing binders, finance leaders face the intricate work of transforming two separate financial operations […]
Cannabis Operators Face New Strategic Choices
As we enter 2026, cannabis operators are navigating a more demanding business environment. Margins are tighter. Regulations continue to evolve. Consolidation is altering competitive dynamics in ways that are not always predictable. Against this backdrop, decisions about growth, partnerships, capital, and potential exit strategies carry greater weight than they once did. The strategic choices made […]
2025 HRSA Site Visit Protocol Updates Refine Compliance Expectations
The Health Resources and Services Administration (HRSA) has released its 2025 updates to the Health Center Program Site Visit Protocol, refining how Operational Site Visits are conducted for Federally Qualified Health Centers (FQHCs) and Look-Alikes. Many revisions align language and methodology with current program guidance. Several changes, however, provide clearer direction in areas where documentation […]
How Nonprofits Spot Loss‑Leading Programs Early and Keep Their Mission Moving Forward
Key Takeaways: Identifying Loss-Leading Programs Early Nonprofit leaders balance mission and financial responsibility every day. For organizations with multiple programs, that balance grows even more complex as funding sources multiply, staffing challenges persist, and reporting expectations increase. Over time, financial pressure may emerge in subtle ways. An organization may continue to meet its obligations and […]
Janice M. O’Reilly to Retire March 1
AAFCPAs announced today that Janice M. O’Reilly, CPA, CGMA will retire effective March 1, 2026, marking the culmination of an extraordinary career defined by leadership, vision, and enduring impact. Over nearly a decade with the firm, Janice has been a trusted advisor to clients navigating pivotal moments, a builder of nationally recognized advisory practices, and […]
Purchase Agreement Essentials: Key Components and Common Pitfalls for Business Transactions
A purchase agreement is the cornerstone of any business transaction. It defines what is being bought or sold, outlines the obligations of each party, and sets the terms for closing. Even minor ambiguities can create friction after the close, extend timelines, or reduce realized value for buyers or sellers. While legal counsel drafts the formal […]
SOC 2 for SaaS and AI Companies: Why SOC 2 Compliance Matters
Key takeaways: Strengthening Security, Governance, and Trust for SaaS and AI Companies Artificial Intelligence (AI) is reshaping how companies develop software, deliver services, and engage with clients. For AI developers and providers, rapid innovation comes with heightened responsibility to ensure systems are secure, reliable, and well-controlled. SOC 2 helps organizations respond to customer and stakeholder […]
How Nonprofits Can Prepare for Any Financial Scenario
Key takeaways: Organizations rarely have the luxury of planning in calm conditions alone. Funding models change, costs rise, programs evolve, and expectations continue to grow. The organizations best positioned to respond are not those that predict every outcome, but those that have already done the work to understand their cost structure, program sustainability, and financial […]