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Learn how an effective RCSA framework enables financial institutions to achieve business objectives.

Learn how buy-sell agreements can help protect the interests of a business and its owners.

Update multiple records in Salesforce using list views and mass edit field values in a few steps.

As digital marketing has evolved in the automotive industry, the utilization of vendors to help market online dealership inventory, remains a constant. In theory, it is a tremendous way to reach hundreds of thousands of customers who may be in the market for a new or used vehicle, right? Utilizing someone else’s platform and technology to reach customers near and far, coupled with the increased capabilities and variety of online retail tools, makes the idea of marketing and selling a car fully online that much more feasible. But have we come to a point where keeping a particular third-party vendor is motivated more by fear of missing out, than actual performance?

See how AI is transforming retail via personalization, operational agility, and predictive insights.

Learn more about the management and security of these assets.

In the world of nonprofits, leadership is the key to growth and success.

Blockchain technology and crypto present a multitude of challenges for CPAs. Read on for a look at some of those challenges and helpful tips.

In this week’s “Tackling Tax,” we examine the changing landscape of tariffs and how we've gotten here.

Why should dealers care at all about what the millennial workforce wants? Well, like it or not, by 2030, about 64% of the workforce will be comprised of millennials and Gen Z. 

Learn how digital transformation is improving efficiency, communication, and value in construction.

Processing backlogs led to long refund delays in 2021, and delays are expected to continue into 2022. Read on for tips on tracking your refund.

Many states are behind in updating their statutory framework for digital assets. Read on for a look at state and use tax implications.

Construction companies are facing an experience gap with baby boomers readying to retire. This article focuses on multigenerational issues facing the construction industry.

Forvis Mazars Capital Advisors announces it advised SMC Packaging Group in its sale to Green Bay Packaging Inc.

See how a data-driven management model can help reduce inefficiencies in school transportation.

Learn about dealership-critical topics like cybersecurity, tax exemption sunsets, inventory management, and more.

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Jerica Newby recalls how a successful career switch at Forvis Mazars led to her current role as vice president of human resources at Legacy Bank.

In-store shopping is not a thing of the past. Retailers can leverage data to design better customer experiences both in-store and online to secure loyal shoppers.

See details on an Oklahoma refundable tax credit for eligible private and home school students.

Read key takeaways and industry insights from the AICPA Dealership Conference.

Thinking about investing in cryptocurrency? Check out the first part of this series for insights on some factors that affect the valuation of bitcoin.

There are a number of legislative efforts being introduced to help add some checks to what members of Congress do outside the chambers. Also, we have some updates on tax extenders and the debt limit.

TikTok headlined on the Hill after a four-and-a-half-hour meeting where the House Energy and Commerce Committee questioned TikTok CEO Shou Zi Chew about the influence and data access the Chinese government allegedly has over the social media app.

In this week’s episode of Tackling Tax, we’ll explore how the OB3 affects mergers and acquisitions.

Discover how our IT modernization solutions can help finance and technology leaders forecast accurately and respond proactively to market changes. Explore now!

Listen to the “Achieving Health” podcast for insights on aligned growth from Froedtert ThedaCare.

Listen to “Achieving Health” for strategies to help improve performance and physician alignment.

Listen to the “Achieving Health” podcast for insights from our 2025 survey of healthcare executives.

When implementing ERP, weigh the pros and cons of self-implementation versus professional services.

See how conducting a buy-sell agreement assessment could help avoid ownership disputes.

Explore key insights for retailers in the AI era.

Read on for a summary of NAIC activity or NAIC-related activity that occurred in August.

See how California health plans can streamline the Provider Appointment Availability Survey process.

Forvis Mazars explains areas to consider when writing a letter of wishes (LOW).

There were too many cooks in the kitchen for the debt limit negotiations last week, so congressional leadership and the White House slimmed down the list of negotiators to the following: on behalf of the White House are Legislative Affairs Director Louisa Terrell, Office of Management and Budget Director Shalanda Young, and Counselor Steve Ricchetti; and House Speaker Kevin McCarthy (R-CA) chose U.S. Rep. Garret Graves (R-LA) and his staff to negotiate on behalf of Republicans. 

Listen to the “Achieving Health” podcast to learn how to navigate evolving 340B regulations, legislation, and litigation.

As we close in on tax filing season, this article discusses five of the most common tax credits for individual taxpayers. Read more.

Explore strategies to help prevent LCD denials and streamline your Medicare billing process.

Read the guide below for a year’s overview of federal, state and local, and international tax matters for businesses, as well as insights for individuals.

Learn how VBEs support physician alignment to help improve care, cost efficiency, and performance.

Learn how your organization can help safeguard cryptocurrency assets.

Learn how to integrate Power BI and Business Central for enhanced data reporting and visualizations.

New guidance is available regarding the transfer of clean vehicle credits.

Listen to the “Achieving Health” podcast to explore value-based care and alternative payment models in 2026 and beyond.

Occupational fraud is more likely to be detected through a tip, according to the ACFE. Read on to see how maintaining a hotline can help.

Sage Intacct users now have a new, enhanced portal to access online training for Sage products. Read on to learn more.

To increase the base amount of certain clean energy credits within the Inflation Reduction Act, a variety of “bonus” credits are available. Read on for details.

Explore how combining deductive frameworks and inductive data stories can show marketing’s value.

As AI reshapes industries, PE groups engaged in buy-side transactions must carefully approach AI-enabled businesses.

The US Treasury Department’s FinCEN postpones investment adviser anti-money laundering rule to January 2028.

Fraud & Ethics Hotline - To help strengthen client protection from the potentially devastating effects of fraud or unethical behavior, Forvis Mazars offers IntegraReport— a service customized to help capture fraud and ethical concerns within your organization.

Happy New Year! In the first installment of From the Hill for 2023, we’ll catch you up on the FY 2023 spending bill and how it may affect the tax landscape.

The top four congressional leaders—House Speaker Kevin McCarthy (R-CA), House Minority Leader Hakeem Jeffries (D-NY), Senate Majority Leader Chuck Schumer (D-NY), and Senate Minority Leader Mitch McConnell (R-KY)—met with President Joe Biden at the White House today to discuss the debt limit.

Read on to understand the current tax landscape on the Hill.

In this week’s episode of Tackling Tax, we’ll explore how the OBBBA affects compensation and benefits.

The IRS has released the 2022 “Dirty Dozen” list of potentially abusive arrangements and tax scams that taxpayers should avoid. Read on for details.

The CFMA’s 2023 annual conference offered insights into issues affecting the construction industry. Read on for details.

View key Microsoft Dynamics 365 Business Central inventory management features and steps to help enhance manufacturing inventory management processes.

Listen to the “Achieving Health” podcast to explore the impact of the One Big Beautiful Bill Act, tariffs, and more.

A review of recent changes to the B&O tax in Washington State designed to raise revenue.

Get Salesforce Marketing Cloud Account Engagement lead scoring and grading tips to help you prioritize your leads.

2024 began with fewer deals and lower valuations, but see why brighter days may be ahead for M&A.

See our in-depth updates on recent bank regulation activities impacting financial institutions.

Read on for information about casualty loss deductions following a natural disaster.

The 2024 ABC National Convention featured a number of topics affecting construction professionals.

Unlock the power of the Solver xFP&A solution to streamline reporting with flexible sharing methods.

Individuals and private foundations need to know they aren’t making charitable gifts to fake charities. Read on for ways to perform due diligence.

Learn about potential risks that printers and multifunction machines may pose to PCI compliance.

This webinar follow-up article answers six follow-up questions about fraud at the executive level, the use of a conflict-of-interest form, and more!

December 2022 NAIC-Related Activity    

Discover how Microsoft AI agents can transform workflows and help improve employee productivity.

Alum Hanru Redelinghuys enjoys staying ahead of the curve. He started his first business at age 11 (yes, 11!) and today, still in his early 30s, oversees the financial reporting for Sony Pictures Entertainment (SPE).

This week on Tackling Tax, we’ll explore opportunity zones and how they could benefit you.

The updated FTC’s Safeguards Rule deadline for compliance was June 9, 2023. Read on for details.

See how Dynamics 365 Finance’s operational automation can help your finance department grow.

In light of some healthcare organizations allegedly sharing PHI for use in advertisements, here are tips to consider for your cybersecurity strategy.

Dealerships often utilize a 13th month to record year-end items that they prefer not to record under normal dealership operations. Read more.

Listen to “Achieving Health” for insights on improving physician alignment and managed care performance.

Read the key findings from the study from Manufacturing Institute and Forvis Mazars on attracting and retaining manufacturing talent, and learn more about the distinct differences in hiring for rural locations versus urban areas.

The Hill remains quiet as legislators prepare for the rapidly approaching midterm elections. The IRS, however, has been busy with new guidance in preparation for the 2022 tax filing season.

An analysis of a recent trial court decision in New York involving the recent trend to deny P.L. 86-272 protections to internet activties.

Learn about some of the latest updates in Microsoft’s Dynamics GP 18.7 release.

Listen to “Achieving Health” podcast for leadership insights from former health system CEO Tom Strauss.

The House Ways and Means Committee advanced along party lines a tax package that would undo recent restrictions on several business tax breaks (including Section 174 research and development expensing), temporarily expand the standard deduction for individuals, and revive tax incentives for businesses that have lapsed under the 2017 GOP tax law. 

Forvis Mazars helps you navigate the complexities of your corporate retirement plan so you can avoid common pitfalls and meet your fiduciary responsibilities.