Owe Taxes? You May Lose Your Passport!

By Arundhati Kashyap

Federal Courts continue to reject constitutional challenges under the 5th Amendment to Section 7345, passed as part of the “Fixing America’s Surface Transportation Act” in 2015. The law gives the U.S. government the authority to revoke U.S. passports or reject passport applications for individuals who have delinquent tax debts in excess of $52,000, provided such…

Case Study: Financial Exchange Operator’s ERP Selection Process

By Jessica Forenza

Download a PDF of this case study ERP Selection Process Leads Financial Exchange Operator to Eliminate Disparate System and Align Processes with Oracle NetSuite. Executive Summary A growing financial exchange operator was dealing with siloed processes, multiple disparate systems and manual processes, which prevented the company from achieving the level of reporting they desired and…

Accounting System Preapproval for Government Contracts: What is a Pre-Award Survey?

By Arundhati Kashyap

As government contractors prepare to bid on a proposal for a governmental contract that requires an adequate accounting system, a pre-approval known as a “pre-award survey” (Form “SF1408”) assesses the adequacy of a government contractor’s accounting system prior to the award of a cost-reimbursable contract. A pre-award survey is necessary for contractors with cost-reimbursement contracts,…

Is Build Back Better Dead?

By Jessica Forenza

Like the answer to many tax questions, the answer to this one is an unsatisfying “yes and no.” The $1.7 trillion BBB legislation remains a priority for the Biden administration, but it does not have support in the Senate, i.e., Senator Joe Manchin III from West Virginia is not onboard. For his part, Sen. Manchin…

6 Risks That Impact Microsoft Teams Roll Out and Adoption

By Jessica Forenza

I have worked with several organizations that tried to rush their rollout of Microsoft Teams with the recent acceleration of remote and hybrid work. With no surprise, employees will ask many questions that the internal support team will not be prepared for. While Microsoft Teams can speak for itself in some cases with chat and…

Art of the ESOP Transaction: Qualified Service Providers

By Jessica Forenza

Recent studies and polls by the Institute for the Study of Employee Ownership and Profit Sharing at Rutgers University concluded that ESOPs are good. They are good for business and good for employees. Customers opt to purchase from businesses that are employee owned, and when choosing between similar jobs, recruits opt for the job that…

The Four Pillars of an Effective Project Risk Management Plan

By Jessica Forenza

An effective Risk Management Plan ideally considers multiple controls and intertwining processes that produce a system that doesn’t stop learning. Risk management planning is often a key project topic that comes to mind when strategizing towards a future state of a project, regardless of industry or company size. Risk management goes beyond a simple checklist…