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To help you with this process, offered below are five effective policies and procedures proven to detect and mitigate fraud. We include practical examples that any foundation can adopt.

Our recommendation is to hold steady and do not make any hasty decisions until there is more certainty.

Read on for summaries of the recently adopted rules, standards of conduct and fiduciary duties organized for you by market-participant type.

Staying at the forefront of technological advances is required to keep our organizations safe.

With 2026 right around the corner, here are some strategies to consider even if the sunset does not occur.

Recipients of Coronavirus SLFRF support can now use funds to offer services like childcare and early education to address learning loss.

As previously reported in November 2022, FinCEN issued final rules related to disclosure requirements for certain U.S. entities.

Plan sponsors should review the cost-of-living adjustments (COLAs) to determine what changes need to be communicated to employees.

The largest change we see in the guidance is that the amount of leave an employee is likely to use in the future must now be considered.

Learn more about some of the key changes set to take place after the Tax Cuts and Jobs Act of 2017 expires at the end of 2025.

In this issue of Successful Transitions, learn how to determine the value of your business and maintain that value while selling and more…

Performing a desk review can provide greater assurance that the grantee’s program is operating successfully.