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Author Archives: Jocelyn Potter

Still Confused? Does Your 401(k) Plan Still Need an Audit?

On February 23, 2023 (wow, time flies!) the U.S. Department of Labor (DOL) Internal Revenue...

03
Apr
Financial Audits in Succession Planning
Financial Audits Are Essential in Business Succession Planning

Selling a business is a major milestone—one that requires careful preparation, strategy, and planning. While...

18
Mar
Audit Review Compilation
The Difference Between Audit, Review, & Compilation: Which One Does Your Business Need?

As a business owner, you might find yourself navigating through the financial reporting landscape, wondering...

29
Aug
New 401k Plan Audit Rules 2024
New 401k Plan Audit Rules for 2024

The DOL Department of Labor has made some noteworthy changes to the financial statement audit requirement...

04
Apr
Outsourced Accounting Helps Non-Profits
4 Ways Outsourced Accounting Helps Non-Profits Deal with Multi-level Government Regulations

Your Mission As a non-profit, your primary goal is to provide services that contribute to the betterment...

12
Feb

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lslcpas LSL CPAs @lslcpas ·
23 Oct

Charitable giving is about heart—but timing matters. Learn how bunching or donor-advised funds can help you maximize 2025 deductions before 2026 tax changes take effect. #TaxPlanning #CharitableGiving

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lslcpas LSL CPAs @lslcpas ·
16 Oct

A federal government shutdown doesn’t just impact Washington—it sends ripples through city halls, county offices, and special districts across the USA. Get the breakdown on how to stay proactive and recover once federal operations resume.

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  • Home
  • Your Story
    • Automotive Dealerships
    • Entertainment Venues
    • Government
    • Healthcare
    • Manufacturing & Distribution
    • Non-Profit
    • Professional Services
    • Real Estate
    • Construction Services
  • How We Help
    • Closely-Held Business
      • Audit & Assurance
      • Tax Planning & Preparation
      • Business Advisory & Consulting
      • Outsourced Accounting
      • Fractional CFO Services
      • 401K Pension Plan Audits
      • Lease Accounting (asc 842)
      • Estate & Trust Planning
      • International Tax
      • Wealth Advisory
    • Government
      • Audit & Assurance
      • Consulting & Advisory
      • Training
  • Our Story
    • About LSL
    • Doing What Counts
    • Join Our Team
    • Our Locations
    • LSL Core Values
    • Our Team
  • Success Stories
  • Resources
    • Blog
    • Guides
    • Webinars
    • View All Resources
    • LSL Payment Portal
  • Contact Us
    • Contact Us
    • Pay My Bill
    • Secure File Exchange
    • Request For Proposal
  • (949) 829-8299
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