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ERISA Fidelity Bonds: Myth Busting Five Common Misconceptions

In the complex world of employee benefit plans, fidelity bonds serve as a crucial safeguard against...

NY Court Upholds State’s Revised P.L. 86-272 Regs, Bars Retroactivity

A New York court recently ruled that Public Law (P.L.) 86-272, which provides limited protections...

Three Team Members Admitted to the Partnership

Today, it is with great pride that we announce that we have admitted Lisa Reecher, Brittany Quinn,...

The House passes The One, Big, Beautiful Bill Act: An overview of its tax provisions

The U.S. House of Representatives passed its sweeping tax and spending bill, dubbed The One, Big,...

10 Best Practices for AML Models in Financial Institutions

Who doesn’t get excited about Anti-Money Laundering (AML) models? We understand, only a few of us...

EV buyers, beware! House GOP bill ends clean vehicle tax credits after 2025

The U.S. House of Representatives has passed its budget reconciliation bill, dubbed The One, Big,...

Brown Edwards Named Top Virginia Employer for Interns

We're proud to stand among Virginia's leading organizations committed to providing high-quality...

How to Plan for Succession: Preserving, Protecting, and Passing on Wealth

The key to success is to be thoroughly prepared. Succession will happen within families, but it is...

IRS Clarifies Theft and Fraud Loss Deductions

The Tax Cuts and Jobs Act (TCJA) significantly limited the types of theft losses that are...

Understanding UNAEP: The Critical Financial Metric Often Overlooked

At our recent Higher Education Summit, financial consultant Chris Burnley delivered an eye-opening...