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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 ·
10 Jul

Pension and OPEB reporting doesn’t have to be a scramble. Our latest guide walks you through how to get organized, avoid common mistakes, and prepare accurate journal entries with confidence.

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lslcpas LSL CPAs @lslcpas ·
9 Jul

Feeling overwhelmed by the One Big Beautiful Bill Act? We’ve made it simple.
– Key takeaways for business owners and high-net-worth individuals
– Insights into deductions, investments, and future planning
– Plus, handy summary tables to help…

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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
      • 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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