Industries: Distribution
-

ASC 842 and Bank Covenant Compliance: Avoid a Technical Default
ASC 842 adds lease liabilities that can breach loan covenants. Learn how to protect bank covenant compliance and negotiate frozen-GAAP language before default.
-
Audit & Assurance, Client Accounting, Cost Report Preparation, HUD, Tax Advisory, Transaction AdvisoryHUD 232 Refinancing: Audit and Financial Statement Essentials
HUD 232/LEAN and 223(a)(7) borrowers must file GAAP financial statements within 90 days of year-end. Learn the audit and reporting essentials lenders expect.
-

401(k) Audit Rules: Does Your Plan Need One? The 80-120 Rule
Does your 401(k) need an audit? Plans hit the requirement at 100 participants with balances, but the 80-120 rule can defer it. Here is…
-

Distribution Gross Margin Analysis: The 3PL and Freight Blind Spot
Delayed 3PL and freight billing distorts distribution gross margin analysis. Learn how to test landed-cost completeness and close the profitability blind spot.
-

How AI Is Transforming the Audit: What Clients Should Expect
AI is transforming the audit with full-population testing and earlier anomaly detection. Here is what audit clients should expect from the technology.
-

SOC 2 Audit: Why Your Company Needs SOC 2 Compliance in 2026
A SOC 2 audit verifies how your organization protects customer data. Learn who needs SOC 2 compliance, what the process involves, and how to…
-

SOC 2 Compliance Isn’t One-Size-Fits-All
SOC 2 compliance varies by organization. Learn how to scope your audit, avoid over-engineering, and choose the right report type.
-

1099 Threshold 2026: OBBBA Act Form 1099 Reporting Changes
The 1099 threshold for 2026 rises to $2,000 under the OBBBA Act. Learn which forms changed and how to update your compliance process.
-

Charitable Deductions 2026: OBBBA Rules and Strategies
The OBBBA adds a 0.5% AGI floor and 2/37ths rule to charitable deductions in 2026. Learn strategies to maximize your tax benefit.
-

Trump Accounts Explained: The New IRA for Kids
Trump accounts let families save up to $5,000/year for kids under 18. Learn eligibility, contribution limits, investment rules, and distributions.
