Proper preparation can go a long way toward streamlining the audit process and getting back to business as usual.
Your financial statements tell an important story, but they don’t always make trends or emerging risks easy to spot.
While acquisition is essential, financial sustainability often depends just as much on keeping existing supporters engaged.
Classifying independent contractors remains one of the most challenging compliance issues nonprofit organizations face.
An update to SBA lending rules can speed up acquisitions of $3 million or more, if the QofE work is done right.
Fraud risks change as your business and its external market conditions evolve. A formal fraud-risk assessment can help.
New guidance clarifies auditors’ responsibilities, including responding appropriately if fraud is found or suspected.
The rules for reporting contingent obligations under GAAP are less clear than they are for other types of liabilities.
With December 31 fast approaching, now is the time to take a hard look at any restricted stock in your compensation package.
If your business is looking for financing, investors will want to see more than just your tax returns and general ledgers.
An agreed-upon procedures (AUP) engagement can help address narrowly defined financial or operational matters.
Now is a good time to get a jump on your 2027 financial statement audit before year-end demands intensify.
Some taxpayers can reach a point where maximizing their tax-deferred retirement accounts may become counterproductive.
The Treasury department has permanently scrapped the CTA requirement for disclosing beneficial ownership information (BOI).
Paulsen will lead CalCPA’s efforts to keep California CPAs informed on developments in trust, estate, and gift tax law.
How to take an objective, formalized approach to program evaluation, and the metrics that should play a central role.
Leadership changes can disrupt operations if your organization isn’t prepared. Here's why you need a succession plan.
Help donors understand why charitable giving remains an important part of estate planning, regardless of wealth level.
The business idea behind the search fund model is straightforward, but the tax treatment of search-phase expenditures is not.
Entity choice in a search fund structure can shape tax outcomes at every stage of the investment.
A new survey from QBE found that two-thirds of U.S. businesses had experienced a cyberattack in the past 12 months.
Different businesses have different financial reporting needs. Here's a look at the various levels of assurance.
Hood & Strong has been named the Small-to-Mid-Size Firm of the Year at the 2026 NorCal Accounting Awards.
To help you not miss any important dates, here’s when some key tax-related forms, payments and other actions are due.
For NFP boards and leadership, succession planning is a key part of good governance, risk management, and sustainability.
New guidance on impermissible inurement offers a timely reminder that tax-exempt status comes with strict rules.
Charitable giving still carries tax advantages under the 2026 code, but two new provisions may reshape donor behavior.
Anahi Masihi, CPA, MST, joins H&S as a Tax Manager specializing in trusts and estates.
Meet the three H&S team members who have been named 2025 Next Gen Accounting Leaders by CalCPA and the SF Business Times.
Introducing Emma Johnson, a Senior Recruiter who specializes in identifying and attracting great team members to the firm.
Our H&S Voices series highlights the people who power our work. Meet Erin Zhang, a Senior Manager in our Tax Services Group.
Ok, this is a little stretch, but it opens the door for the subject of Step-up in Basis for estates, a valuable tax benefit.
Cautionary tales from America's wealthiest families in preserving and protecting their wealth.
A review of estate planning tools that stand out for their effectiveness in preserving and growing intergenerational wealth.
