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Sherlock Caseware

Unlock the Full Potential of Caseware Working Papers with Sherlock: Your Data Detective!

November 15, 2023

Daria Weiss

In the digital age, we’re swimming in an ocean of data that’s as vast and deep as the imagination itself. The numbers are staggering; according to statista.com, we’re talking about 328.77 million terabytes of data being churned out daily, with a mind-blowing 120 zettabytes predicted this year alone. And brace yourselves, because this data tsunami…

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Our Articles

457 Plan

Regularly Review Your Retirement Plan Provider & Fiduciary Responsibilities for Your 457 Plan

November 14, 2023

Most organization have had their 457 plans set up for decades and many organizations don’t realize that these plans may not be serving your organization or its employees very well.  In today’s market, there are more retirement plan providers than there used to be and its possible your provider is no longer the best option…

Unlock the Full Potential of Caseware Working Papers: Supercharge Your Workflow with Cloud Hybrid, PBC and Accomplish

Unlock the Full Potential of Caseware Working Papers: Supercharge Your Workflow with Cloud Hybrid, PBC and Accomplish

November 13, 2023

In a previous blog post, we explored the exciting world of Caseware’s Cloud Hybrid and its potential to revolutionize your workflow. Today, we’re taking it up a notch by introducing you to the world of Cloud integrations that will supercharge your Cloud Hybrid experience.  Say Goodbye to Data Collection Hassles  Ask any auditor, and they’ll…

Month-End Close Processes

Month-End Close Processes: Ways to Save You Time and Effort Next Year-End Close

November 9, 2023

Another year has come and gone, and many local government finance departments have just completed, or are still in the process of enduring, yet another dreaded year-end close! While it is never an easy feat, one of the best ways to guarantee that your year-end close goes as smoothly as possible, is to implement a…

F-Reorganization

Thinking About Selling Your Business? Attempting an M & A Transaction? See the Tax Benefits of an F-Reorganization

November 6, 2023

Companies seeking to minimize taxes in the exhilarating world of M & A frequently accomplish it through an F-Type Reorganization—also called an F- Reorganization. The “F” comes from Internal Revenue Code Section 368 (a) (1)(F), with subparagraph F allowing a single corporation to change its identity, form, or place of organization without incurring a tax…

Tax Changes for 2023 2024

Tax Changes for Your 2023 Filing and a Brand New 2024 Reporting

October 25, 2023

It’s never too early to think about filing your taxes. For the 2023 tax year filing, we summarize below the changes relating to Business Meals, RMDs, CA Enterprise Zone Credits, and Bonus Depreciation. Starting in January 2024, the new “Beneficial Ownership” reporting requirement takes effect. Give our offices a call if you have any questions….

A RECAP of the New Eligibility for Student Loan Forgiveness for Physicians Working in Non-Profit Hospitals

A RECAP of the New Eligibility for Student Loan Forgiveness for Physicians Working in Non-Profit Hospitals

October 18, 2023

To save you time, we have recapped below some key provisions of the latest Public Service Loan Forgiveness program dated 9/18/23. We encourage you to read the online information sheet from the California Medical Association for details. We also urge you to continue to check the most up-to-date version at cmadocs.org/pslf, as the CMA will add material as…

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