Being a retirement plan sponsor means staying ahead of numerous annual compliance deadlines. This is essential to avoid penalties and ensure participants receive timely and accurate information. This 2026 calendar outlines key ERISA deadlines for calendar-year-end contributions and defined benefit plans, including required filings, participant notices, funding obligations and operational tasks. All dates reflect statutory…
A video series focused on the exciting world of alternative investments. Our mission is to provide you with an exclusive look into the unconventional and often esoteric realms of the asset management industry including changes in the marketplace, operational factors, investment strategies, all while learning from thought leaders in the front seat helping to drive…
Rich Wright, Partner-in-Charge of the Buffalo, Rochester and Batavia offices, was recognized for his transformational leadership and impact in the greater Western New York region. With more than three decades of experience in public accounting and various leadership roles, Rich has impacted business operations and deepened relationships with a wide variety of clients and individuals….
Views are a spark. Community is fire. Business is the fuel. Turning your breakout moment into a break through career is what separates virality from longevity. Whether it’s one viral video or years of content production, influencers and content creators have become an industry of their own. So, when you find yourself in a viral…
As organizations rely more heavily on integrated systems, automation and remote access, risk exposure increases. Cyber incidents, data integrity issues and financial reporting errors can escalate quickly without clearly defined controls. A well-designed internal control framework helps organizations manage these risks while supporting reliable operations and decision-making. Internal controls are the backbone of operational resilience….
Executive Summary: AI in Private Equity–Where the Economics Work Every private equity professional is asking the same deceptively simple question when they look across the portfolio: What are we actually doing about AI, and where does it create real value within a hold period? Management teams are eager. Advisors are enthusiastic. AI vendors are everywhere….
Estate of Galli v. Comm’r, T.C., No. 7003‑20 and 7005‑20 involves an intra‑family loan that the Court determined was a valid, interest‑bearing obligation rather than a disguised gift, recognizing that a note issued at the Applicable Federal Rate (AFR) with proper documentation and timely interest payments can be respected as a bona fide loan while…