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Minimize Risk and Maximize Value with a
Post-Merger Integration Checklist

Minimize Risk and Maximize Value with a
Post-Merger Integration Checklist

IRS Is Extending Deadline for Rollovers of Distributions That Were Mischaracterized 

While the delayed onset of RMDs as part of the Secure Act and the Secure Act 2.0 is welcome news from an income tax perspective, it has caused some understandable confusion among retirees and has necessitated updates to plan administrators’ automatic payment systems. Learn how the IRS is helping retirees and plan administrators transition to the new provisions under the Secure Act and the Secure Act 2.0. in our recent article.

What key provisions of the Secure Act 2.0 will impact employee retirement plans over the next few years? 

The Secure Act 2.0 contains 92 provisions meant to improve employees' ability to plan for their retirement and motivate businesses to help make this happen.

3 Key Questions to Ask When Recording an M&A Transaction Under GAAP

Mergers and acquisitions (M&As) can be a quick way to grow your business, but the accounting rules for these transactions can be complicated, depending on how a deal is structured. CSH Transaction Advisory Services expert, Matt Gutzwiller, highlights three critical questions to ask when recording a transaction under U.S. Generally Accepted Accounting Principles (GAAP).

3 Key Questions to Ask When Recording an M&A Transaction Under GAAP

Mergers and acquisitions (M&As) can be a quick way to grow your business, but the accounting rules for these transactions can be complicated, depending on how a deal is structured. CSH Transaction Advisory Services expert, Matt Gutzwiller, highlights three critical questions to ask when recording a transaction under U.S. Generally Accepted Accounting Principles (GAAP).

How Hedging Can Be An Effective Risk Management Strategy 

During times of market volatility, hedging can be an effective way to counter changes in raw material prices, foreign exchange rates, and interest rates.

Options Congress is Considering to Head-Off Social Security Insolvency 

Recent reports have raised new concerns about the impending insolvency of our Social Security program, absent any congressional action. Learn about the shortfalls in the system and some of the proposals on the table to tackle the short-term and long-term sustainability of the program. 

Mark H. Gaudet, CPA, CFP®, CAP®