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Patti Giudici

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Best Practices After an Equity Raise for Start-up Companies

Read more about whether startups should seek a valuation report after an equity raise.

What is the Most Common Financial Reporting Issue Facing a Private Equity Fund’s Portfolio Company?

Learn more about the most common financial reporting issue for a private equity fund's portfolio company.
Audit, ERISA
Patti Giudici | 8.15.2022

IRS Notice 2022-33 – Extensions for Certain Provisions of the SECURE Act, CARES Act, and Miners Act

Learn more about the extended Retirement Plan deadline and other amendments included in the IRS Notice 2022-33.

Complexities with Funding for Start-Ups

Learn more about start-up entities facing challenges finding funding.
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Audit, ERISA
Patti Giudici | 2.28.2022

Are You Ready to Implement SAS 136?

Learn more about how employee benefit plans subject to ERISA can comply with new requirements established by SAS 136.
Audit, ERISA
Patti Giudici | 9.14.2021

Employee Benefit Plan Audit Requirement FAQs

Learn about the most common questions related to employee benefit plan audits.

Reflections from the Recent Employee Benefit Plan Season

Learn more about our thoughts on this recent October 15 deadline and reflections on how the employee benefit plan season was different.

Considerations for Professional Service Firms Working in a Remote Environment

In March, when most professional service firms were working tirelessly to get their employees operating in a remote environment as a result of COVID-19,
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Extensions for Form 11-K Filings as a Result of COVID-19

COVID-19 Benefits Plans - Learn more about the extensions for benefit plans with an 11-K filing as a result of COVID-19.

What is More Beneficial for Professional Service Organizations: Accrual Basis or Cash Basis Financial Statements?

One of the most important decisions management of a professional service organization needs to make as it relates to their financial statements is the
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