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Maureen Aebi Featured in Financial Advisor
June 4, 2020
Maureen Aebi was quoted in an article by Financial Advisor. In this piece, Maureen provides insight on opportunity zones (OZ) qualifications, safe harbor and 1031 details.
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The 2019 IRA Contribution Deadline Is Extended
June 4, 2020
Due to the coronavirus tax filing extension, there's still time to make a regular IRA contribution for 2019. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on December 31, 2019). For most taxpayers, the contribution deadline for 2019 is July 15, 2020.
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It’s Just Email. How Bad Could It Be?
June 3, 2020
Spoiler alert: it can be very bad with email. Here are some ways your entire digital life can get hijacked with your email and email security tips.
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Integrating Concur and NetSuite Using Celigo
June 3, 2020
A NetSuite and Concur integration is one of our most frequently requested add-ins for our own customers. Celigo makes this integration even easier to use.
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Digital Twins in Manufacturing
June 3, 2020
Using digital twins isn't entirely a new technology, but we've barely scratched the surface in how we can use them, especially in manufacturing.
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Rebuild Illinois Bond Funds to Local Public Agencies
June 2, 2020
The purpose of this white paper is to provide the necessary guidance in connection with the Illinois Department of Transportation’s (IDOT) Rebuild Illinois Bond Funds (Funds). With the first allotments being awarded and disbursed during May 2020, Local Public Agencies (LPA) will need to understand how to properly account for the Funds.
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Manufacturers Ahead of the Reopening Curve – A Roundtable Recap...
June 2, 2020
As employees across the country return to work and leave their home offices behind, we look to our friends in the manufacturing and distribution industry—most of whom never stopped reporting to a physical work facility and who operate as an essential business. Hear from Jerry Murphy & Jason Tuma.
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Focus is the key to thriving during troubled times
June 2, 2020
Throughout my career, I’ve faced challenges, failures and difficult decisions—these experiences became the foundation and building blocks that led me to where I am today. While I have plenty more to learn and more demanding decisions lay ahead, I like to think I picked up a few worthwhile practices along the way—all of which became part of my daily rituals.
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House Sends to Senate Legislation Relaxing Some PPP Loan Forgiven...
June 1, 2020
While the COVID-19 pandemic has slowed many parts of the country, Congress has continued to push forward with legislation to assist businesses and workers. They have passed four separate pieces of legislation, and they will be working on another large bill in June. Congress is also working on a smaller separate bill designed to address several issues related to the recent CARES Act legislation adopted in late March 2020.
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Potential Extension for Not-for-Profit Organizations Adopting the...
June 1, 2020
As the COVID-19 crisis postpones the Olympics and more, FASB also determined a deferral of Accounting Standards Codification Topic 606, Revenue from Contracts with Customers’ effective date was in order. FASB is proposing that private not-for-profit entities and private companies that have not issued financial statements would not have to adopt the revenue recognition standards for another year.
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Seize the Opportunity to Engage and Inspire
June 1, 2020
Employee engagement, or having workers that are fully committed to helping their company achieve its goals, is more than a management or HR buzz phrase. It’s a practice firmly backed by financial results. Engaged employees are motivated and more likely to show up to work each day, doing their part to help their companies succeed.
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NetSuite’s Bank Reconciliation Improvements in New Release ...
June 1, 2020
The latest 2020.1 update included various NetSuite bank reconciliation improvements. Here's what they are and how to use them.
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PPP Loans: Do I Need an Economic Uncertainty Study?
May 29, 2020
For PPP loans in excess of $2 million dollars, business owners are encouraged to work with an advisor to review the specific facts and circumstances that existed at the time of the loan request, as well as document the basis for economic uncertainty that may be requested by SBA during the audit process.
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Using Digital Signatures
May 29, 2020
Using digital signatures is one of the best ways to ensure both authenticity and integrity of a message or application. Here's how they work.
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Kyle Adams Featured in Exhibitor
May 29, 2020
Exhibitor Magazine featured Kyle Adams' article, "Now What? A Communications Playbook for COVID-19 and Beyond." This piece provides strategies to get your organization's messages in front of customers and prospects in the absence of face-to-face communications.
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Three Reasons to Migrate to the Solver Cloud in 2020
May 28, 2020
If you're already using Solver, now is a great time to take your on-premise software and migrate to the Solver Cloud. We have three reasons why you should.
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NetSuite Vendor Prepayment Enhancements
May 28, 2020
Oracle recently enhanced its NetSuite vendor prepayments feature, making it easier to use than ever if you have vendors that require deposits.
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Ray Lampner Featured on the Ohio Society of CPAs’ Podcast
May 28, 2020
Ray Lampner appeared on the Ohio Society of CPAs' State of Business podcast. Ray discussed navigating the Paycheck Protection Program, lending his expertise to listeners.
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Financial Planning Series Step 6 – Explaining: What is a Mo...
May 28, 2020
The term Monte Carlo Analysis may make you think of a card game in Las Vegas, but it is an important analysis when evaluating the likelihood that you will have enough money to get you through retirement. The reason you need to grow your account value, in addition to withdraws, is to keep up with inflation.
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Microsoft Family Group – Protect Your Children Using the Comput...
May 27, 2020
Thanks to the COVID-19 pandemic, we've had to introduce our kids to technology far sooner than we planned. A Microsoft Family Group helps keep them safe.
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Video Teleconference Services Tips
May 27, 2020
Using video teleconferencing services has skyrocketed over the last 2 months, paritcularly with new users. For them, we have video conferencing tips to help
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Sikich’s Margaret Jordan elected to board of directors for Asso...
May 27, 2020
Margaret Jordan, business development director at Sikich, was elected to the board of directors for the Association for Corporate Growth Cleveland, an organization of professionals who specialize in mergers and acquisitions and corporate finance in northeast Ohio.
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Master Planning: The Secret of the Requested Date on Planned Orde...
May 26, 2020
Be confused about the requested and requirement D365 Master Planning dates no more. Here's the difference between them and how to use them.
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Tax Savings Under the New Rules for Donating IRA Required Minimum...
May 26, 2020
Senior citizens that itemized deductions when filing income tax returns can now look to IRA assets to contribute donations through making Qualified Charitable Distributions directly to charities. While this strategy is often utilized, seniors that have shifted their Required Minimum Distributions to a charity can now exclude their income from a return.
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Michael Vieau Featured on NBC Milwaukee
May 26, 2020
Michael Vieau was featured on an NBC Milwaukee segment about cybersecurity services for businesses and remote employees during the stay-at-home orders.
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About Our NetSuite Managed Services Plans
May 21, 2020
To get the most out of NetSuite, there is a level of ongoing administration and support that is required. We have 3 NetSuite Managed Services plans to help.
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SBA Releases Forgiveness Application Form for PPP Loans
May 20, 2020
One of the pillars of the CARES bill was the introduction of the Paycheck Protection Program loans. These loans were established to provide working capital to borrowers so they could continue to pay their employees during the pandemic. One of the key features of the PPP loans was loan forgiveness, the opportunity for borrowers to have their loans forgiven if they spend the loan borrowings on certain items during an eight-week period.
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Navigating COVID-19 for Liquidity Opportunities: Construction and...
May 20, 2020
Reports from the SBA indicate that the construction industry received the most significant share of the Paycheck Protection Program loans. Assuming most of these loans are eligible for forgiveness, borrowers can utilize the short-term liquidity available through their PPP loans.
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Security From a Partner That Has Been There, Done That
May 20, 2020
When finding a security partner that's best for your organization, you don't want a simple out-of-the-box solution. You need a partner that understands YOU.
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Clarification on Return of Title IV Funds for Postsecondary Insti...
May 20, 2020
Find out how your postsecondary institution can benefit from the Deparment of Education's recent legislation relative to COVID-19. Article by Justin Bruno.
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