Latest Episodes
19
SDM Accounting Insights: Summer: A Good Time To Review Your Investments
It’s a good time to review your portfolio for tax-saving strategies. The long-term capital gains tax rate is still historically low on appreciated securities...
18
SDM Accounting Insights: Why Do Companies Restate Financial Results?
Financial restatements were up in 2018. Though restatements have a negative stigma, the uptick may not necessarily signal an increase in mismanagement or a...
17
SDM Accounting Insights: Protect Your Nonprofit From Occupational Fraud Threats
Many not-for-profits increase their occupational theft risk by devoting too little of their budget to internal controls, placing excessive trust in staffers and volunteers...
16
SDM Accounting Insights: Volunteering For Charity: Do You Get a Tax Break?
Are you a volunteer who works for charity? You may be entitled to some tax breaks if you itemize deductions on your tax return....
15
SDM Accounting Insights: Private Companies: Beware of SEC Scrutiny
The Securities and Exchange Commission (SEC) doesn’t monitor just public companies. The risk of regulatory scrutiny also extends to private companies that may be...
14
SDM Accounting Insights: Nonprofits: Harness The Power of Cause Marketing
If you’re looking for new funding sources, consider cause marketing. Made possible via a partnership with a for-profit business, cause marketing can boost your...