December 9, 2015

Holtzman Partners hosted clients at the Alamo Drafthouse for our third annual client CPE event. The complete slide presentation is now available for download.

November 4, 2015

Companies often overlook certain areas in the accounting guidance that can significantly impact the financial results of all parties involved in an M&A transaction. Be aware of these five important aspects of a business combination.

September 2, 2015

U.S. GAAP requires companies to calculate an income tax provision to report on its various income tax accounts. We highlight the top areas of concern and briefly explain what you can do in preparation for the income tax provision analysis in these areas.

August 5, 2015

When launching the due diligence phase of a merger and acquisition transaction, knowing where to start one’s analysis can prove a daunting task. These are the five most common areas you should focus on.

July 29, 2015

This year, the Financial Accounting Standards Board issued 10 updates to the Accounting Standards Codification. We explain three of the most significant updates that may affect your business.

April 7, 2015

What do auditors typically find when they audit an employee benefit plan? Below are some common deficiencies reported by the Department of Labor…

February 10, 2015

The AICPA and CPA Canada decided in October 2014 to discontinue the SysTrust and SOC 3 SysTrust for Service Organizations seal programs. This news may affect service organizations that had obtained or planned to obtain a SOC 3 report.

Below is a general overview of the differences between SOC 1 (SSAE 16), SOC 2 and SOC 3 reports. The SOC report needed by a service organization is dictated by the level of assurance needed.

February 6, 2015

Your business should have in place a process for valuing any so-called “alternative investments” held by the employee benefits plan, such as private equity funds, real estate funds and insurance accounts.

January 13, 2015

The Department of Labor holds plan management responsible for proper valuation and reporting of plan investments — even if you use outside investment custodians, asset or fund managers, or other service providers. Plain and simple, the ultimate responsibility cannot be outsourced or assigned to a party other than plan management. What this means in practical […]

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