Insights and Resources

US Supreme Court rejects Delaware’s claim to MoneyGram official checks

US Supreme Court rejects Delaware’s claim to MoneyGram official checks

Official check instruments were similar to those under federal statute and must be escheated to the state where they were purchased.
Consumer confidence falls in February amid a worsening outlook

Consumer confidence falls in February amid a worsening outlook

The top-line confidence index dropped to 102.9 from 106.0 in the prior month, while the expectations index fell to 69.7 from 76.0.
RSM US Manufacturing Outlook Index shows a continuing slowdown

RSM US Manufacturing Outlook Index shows a continuing slowdown

At 1.9 standard deviations below normal, our proprietary index implies a manufacturing sector set to lead the overall economy into a slowdown.
Why customer experience is the key to thriving in uncertain economic times

Why customer experience is the key to thriving in uncertain economic times

Join us for our customer and employee experience CPE-eligible webcast
Required minimum distributions after SECURE 2.0

Required minimum distributions after SECURE 2.0

SECURE 2.0 changes the rules governing how and when certain retirement savers can withdraw money from their retirement accounts and IRAs.
Does your company need an employee benefit plan audit?

Does your company need an employee benefit plan audit?

An employee benefit plan audit is a periodic and independent examination of a company’s benefit plans that are subject to ERISA. If your company currently offers or plans to offer an employee benefit plan, read this article to learn about audit requirements.
Year-end estate & gift planning considerations

Year-end estate & gift planning considerations

The end of the year is fast approaching, and with it comes the opportunity to reassess your tax and financial circumstances. Learn about strategies to help minimize your taxes for 2022.
IRS announces interest rate increases for the first quarter of 2023

IRS announces interest rate increases for the first quarter of 2023

Higher federal short-term interest rates have caused the IRS to increase its interest rate for over and under-payments of tax obligations. Learn more about the updated interest rates for Q1 of 2023.
Developing your outsourcing and managed services strategy

Developing your outsourcing and managed services strategy

This guide reveals five best practices to help you get the most out of outsourcing and managed services.
9 ways to finance an acquisition

9 ways to finance an acquisition

Acquiring another company can be an effective way to grow your business, but transactions typically require capital.  Not only may funds be needed for the initial purchase but also for the integration of the businesses, equipment upgrades, personnel changes, relocations, and new sales and marketing initiatives.  In this article, we will discuss nine different types of acquisition financing you should consider. 
The cost of a data breach: 2022 NetDiligence® Cyber Claims Study

The cost of a data breach: 2022 NetDiligence® Cyber Claims Study

The annual NetDiligence Cyber Claims Study details the losses from cybersecurity incidents covered by leading cyber insurance carriers.
The State Small Business Credit Initiative (SSBCI)

The State Small Business Credit Initiative (SSBCI)

The State Small Business Credit Initiative (SSBCI) was reauthorized and allocated $10 billion in funding to help underserved entrepreneurs and small businesses access much-needed debt and equity capital. Learn about the program and how it may help your small business.
Evaluating auditing firms

Evaluating auditing firms

With big plans for the future, growing private companies need auditors with the experience and insights to take the journey with them.
Back-to-school consumer business outlook: Return of the discount

Back-to-school consumer business outlook: Return of the discount

To address inventory surplus, back-to-school shoppers can expect the return of the discount as companies must flush excess inventory.
Overview and Benefits of a Stock Option Plan

Overview and Benefits of a Stock Option Plan

A stock option plan can be used to align the interests of employees and shareholders, and attract and retain talented workers. This video will cover the basics of a stock option plan and how your company may benefit from having one.

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