Firm News & Updates
Improve Your Financial Month End Close Process
As a CEO or CFO, you know that a successful financial month end close process is essential for the smooth functioning of your business. However, you also know that it can be a time-consuming and error-prone process if not handled correctly. In this blog post, we will...
The Importance of Having a Short-Term Cash Flow Forecast for Your Business
Managing your company’s finances can be a daunting task, especially when unforeseen expenses arise and interrupt cash flow. Without a clear picture of your monetary resources and obligations, you’re taking a gamble with your business’s stability and, ultimately, its...
Understanding the Difference Between a CFO and a Controller
Companies large and small rely on sound financial management to make strategic business decisions. Two of the most critical roles in this area are the Chief Financial Officer (CFO) and the Controller. While there may be some overlap in their responsibilities, they are...
How Small and Medium-Sized Businesses Can Embrace Digital Transformation
In today's rapidly evolving world, digital transformation has become an indispensable necessity for businesses aiming to stay ahead of the competition. While larger companies often possess the necessary resources to embrace digital transformation, small and...
Kira Wissman with Scott “Shalom” Klein on Get Down To Business
Kira Wissman of KWC's CAS team joined Scott "Shalom" Klein on his weekly radio show, Get Down To Business. Click above to listen to the session.
Leveraging Financial Metrics and KPIs for a Deeper Business Insight
View the recent podcast featuring CAS team members Christopher Mannina and Kira Wissman by clicking above.
Will Your Crypto Transactions Be Reported on a Form 1099?
Some taxpayers may be unaware of all the federal tax reporting requirements for cryptocurrency transactions — especially when it comes to issuing and receiving a Form 1099 for 2023. If you buy something with cryptocurrency, you won't receive one. However, you may...
Do You Have the Right Accounting Team Handling Your Finances?
View the recent podcast featuring CAS team members Christopher Mannina and Kira Wissman by clicking above.
One-of-a-Kind Assets Require a Unique Valuation Approach
Problems can arise when valuing estates that hold assets produced by the personal or artistic efforts of a decedent. The assets of two deceased celebrities, singer Michael Jackson and writer J.D. Salinger, illustrate this point. Both celebrities reportedly owned...
Update on New Retirement Account Catch-Up Contribution Rules
The Setting Every Community Up for Retirement Enhancement (SECURE) Act brought numerous changes to the retirement and estate planning landscape in late 2019. Congress followed up with the SECURE 2.0 Act in late 2022. This law introduced some additional...