Have You Established Legal Residency?

An often overlooked step during the moving process is failing to take the proper steps to establish legal residency. The determination of a taxpayer’s ... read more >

Do You Understand What an Audit of Your Benefit Plan Covers?

The answer to this question may not be what you expect. So, your plan is over the threshold of greater than 100 participants, which requires the plan to ... read more >

New Safe Harbors for Validating Rollover Contributions


By Susan Paulauskas

On April 21, 2014, the Internal Revenue Service (IRS) issued Revenue Ruling 2014-9, which considers two simplified safe harbor processes to help a retirement ... read more >

Taking the Open-Door Policy Seriously

Last fall I interviewed with many different firms, trying to find one at which I could feel at home. Every firm had its own unique culture and threw out ... read more >

Schneider Downs Announces Plans for Leadership Transition

Effective today, August 12, 2014, Timothy J. Hammer and Steven D. Thompson have been named co-managing shareholders of our firm, entrusted with leading ... read more >

Delaware Extends Unclaimed Property VDA

Delaware has extended the sunset of the Secretary of State’s voluntary disclosure program by one year to July 1, 2016. A letter of intent to enter ... read more >

New Revenue Recognition Standard's Impact on the Manufacturing Sector

In May 2014, the Financial Accounting Standards Board (FASB) released its final pronouncement on accounting for revenue from contracts with customers. ... read more >

Qualification in Internal Audit Leadership

With emerging risks and new business structures, Internal Audit continues to evolve, demanding a new type of leader. These changes have caused the Institute ... read more >

SEC Approved Amendments Made to Govern Money Market Mutual Funds

On July 23, 2014, the Securities and Exchange Commission (SEC) approved amendments upon reforms adopted in March 2010, to govern money market mutual funds ... read more >