You may be years away from selling your creative agency, merging with another firm, or stepping back from day-to-day leadership, but that doesn’t mean exit planning should be years away….
The Next Chapter in Tax Policy: Unpacking the House Tax Proposal
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How IS Assurance Bridges the Gap Between Finance and IT
Your finance team relies on technology every day. Accounting systems, automated workflows, data integrations, artificial intelligence, and reporting platforms all influence how financial information moves through your organization. A December…
Political Activity and Lobbying: Compliance Considerations for Tax-Exempt Organizations
In the sixth article in our Form 990-T blog series, our advisors explain the rules tax-exempt organizations must follow when engaging in political activities and lobbying. Learn what constitutes prohibited…
Market Reflections: Growth, Inflation, and Higher Bond Yields Heading into Year-End
RKL expert advisors Brandon Adams, Dong Choe, and Gabe Stetler break down the current state of the market in our October edition of Market Reflections. There is a generally supportive…
How to Address Leadership Gaps as Retirements Reshape Your Credit Union
A retirement date may be predictable, but replacing the judgment, relationships, and institutional knowledge of a longtime credit union leader is much harder. When several leaders approach retirement, the risk…
