In the News

IRS Amnesty Explained: Streamlined Filing Compliance Procedures for U.S. Taxpayers with Offshore Accounts by Phillip Gerecke was published in the Winter 2025 issue of Delaware Banker (Delaware Bankers Association)

The Value of an Internship Program: An Intern’s Perspective by BLS 2024 Summer Interns Rebecca Huegel and Alex Gioffre was published in the November 20, 2024 issue of PrimeGlobal Thought Leadership Blog (PrimeGlobal)

Guiding Clients Through the TCJA Sunset: Gifting a Business for Tax Savings by Karly Laughlin, CPA, AEP and Jon Patterson, CPA, CVA was published in the Fall 2024 issue of Delaware Banker (Delaware Bankers Association)

The Value of an Internship Program: An Intern’s Perspective by BLS 2024 Summer Interns Rebecca Huegel and Alex Gioffre was published in the Summer 2024 issue of Delaware Banker (Delaware Bankers Association)

Best Practices for a Self-Audit of Retirement Plans by Maria T. Hurd, CPA, RPA was published in the Summer 2024 issue of Delaware Banker (Delaware Bankers Association)

Form 5500 Participant Count: Cash or Accrual Basis? To Audit or Not to Audit? by Maria T. Hurd, CPA, RPA was published in the June 27, 2024 issue of Expert401kDigest (ERISApedia)

Learn more about our Employee Benefit Plan Audit Practice Group

When Your Plan Doesn’t Need an Audit, but You Want to Act Like It Does…Best Practices for a Self-Audit of Your Retirement Plan by Maria T. Hurd, CPA, RPA was published in the June 2024 issue of Practical Guidance (LexisNexis)

Qualified Sponsorship vs Advertising: When Acknowledgement Goes Beyond Donor Recognition by Jonathan D. Moll, CPA was published in the Spring 2024 issue of Delaware Banker (Delaware Bankers Association)