World Wide Risk: Is Your Internal Audit Function Equipped to Evaluate the World?

There are major changes affecting the business world today. Business is being conducted around the globe and there are no longer restrictions by boundaries ... read more >

How Do I Get a Service Organization Control Report (SOC)/SSAE 16 Certification?

Have you ever read a press release that indicates that the organization is SSAE 16 or SOC certified? Have you ever wondered how to get your own “certification?” ... read more >

Securing the Keys to Your Kingdom Involves a Comprehensive Third-Party Risk Management Strategy

Has your financial institution fully evolved its oversight of third parties from traditional brick-and-mortar strategies? Improving cybersecurity is a ... read more >

Pennsylvania's EFT Requirements

Pennsylvania taxpayers are reminded that, effective January 1, 2014, all tax payments greater than $1,000 (other than for personal income tax) must be ... read more >

Enhancement of Broker-Dealer Regulatory Reporting Requirements

Since 2009, when the Securities Exchange Commission (SEC) began reviewing rules related to broker-dealers and safekeeping of investor assets, the industry ... read more >

A New Look for our Website


By Sean Smith

We are excited to launch an all-new look for our website, Our site was updated with our clients and friends in mind, with an effort ... read more >

What Is Your Retirement Planning Strategy? (Crossing your fingers does not count!)

401(k) Plans

By Kyle Zeller

According to a recent study by Teresa Ghilarducci, a professor of economics at the New School for Social Research, 75% of Americans nearing retirement ... read more >

Establishing Safeguards for your Employee Benefit Plan


By Jeanne Barrett

“Nine Charged in Theft from Employee Benefit Plan” reads yet another headline about an employee benefit plan fraud case. Fraudulent activities ... read more >

Proposed Amendments to Pennsylvania's Local Tax Enabling Act

Due in large part to the number of individual taxing jurisdictions within the Commonwealth, Pennsylvania businesses that operate in multiple jurisdictions ... read more >

Happy 25th Anniversary World Wide Web!


By Robert Morgan

Back in March of 1989, Tim Berners-Lee, part of CERN (the European Organization for Nuclear Research), presented a proposal for a “Mesh” of ... read more >