Are you starting to view your accumulated stock as overwhelmingly large? If you’ve accumulated enough to begin worrying about whether you’re managing it properly, you have two very different conflicting thoughts about your investment. One thought might be that your stock is a source of great potential. You’ve seen the good going on at your […]
Your California nonprofit’s operational health relies on clear communication between all departments, but especially between accounting and development. Miscommunication or communication breakdowns can cause employee conflicts, incorrect financial statements, and loss of grants.
Liens protect contractors from missing payment should the property owner refuse payment. If your contractor files a lien against you, a construction attorney can help you navigate.
An independent auditor, such as a broker dealer audit or California nonprofit audit provider, can help you determine the best way to organize your records.
A major part of your job as a real estate agent is getting your name and property listings out there for property owners and buyers. You might pass out cards at networking events or use referrals from prior clients, but are you utilizing custom mail services to send out glossy flyers? If they’re not a part of your marketing strategy, you’re missing out on an opportunity to boost your outreach.
After a long year away from your volunteers during COVID, it’s wonderful to see their faces back at your nonprofit’s site. However, their return brings an increased risk of liability. Just as employees could sue you for injuries or other harm contracted while on the job, volunteers can pin you with a lawsuit. Nonprofit audit and broker dealer audit experts alike suggest having processes in place to reduce the risk of lawsuits from all stakeholders.
As a new landlord, you’re still in the learning phase. You might have learned the fundamentals of property management, from law to property upkeep, but nothing compares to advice given by seasoned property owners.
Annual broker dealer audits and consistent reporting show that broker dealers are compliant with regulations established to protect investors. Broker dealers should implement their own internal investigations to prove their commitment to investors, but tax and audit services are the primary external tool to verify their practices.
Many employees receive Restricted Stock Units (RSUs) as part of their regular compensation, which are shares of ownership (i.e. stock) in the employer’s company. If you’re one of these employees, you have to decide when to sell your RSUs. How RSUs compensation works RSUs are awarded at a regular time, such as during an annual […]
Every year, the Public Company Accounting Oversight Board (PCAOB) releases a report of broker dealer audit findings under its interim inspection program. For nine years in a row, the report indicated a high level of broker dealer audit deficiencies in certain areas of engagement performance. The importance of the PCAOB’s oversight The PCAOB exists to […]