SOC Readiness: Turning Security Into a Competitive Advantage
When a customer chooses to work with your organization, they are trusting you with more than a contract. They are counting on you to protect their data, keep critical operations moving, and manage the risks that could affect their business. That trust now plays a bigger role in buying decisions. Customers want evidence that an […]
CFO Transformation: The CFO as Chief Transformation Officer
The CFO Role Continues to Evolve In a recent Forbes Business Council article, Cory McNeley shares his perspective on how the CFO role continues to evolve as organizations modernize through digital transformation. The role of the CFO has changed dramatically and will continue to evolve. For years, CFOs were primarily measured by their ability to […]
AI Governance: Managing Shadow AI Risk
AI governance and oversight lag behind adoption, creating significant risks Artificial Intelligence has rapidly transitioned from a boardroom buzzword to an operational reality for the middle market in 2026. According to UHY’s 2026 Middle Market Survey, approximately 60% of respondents now report active AI utilization within their organizations, and that number has likely already increased. […]
M&A and the Trust Economy: Cybersecurity as a Valuation Driver
M&A cybersecurity has become a critical factor in due diligence, enterprise value, and deal readiness. Cyber Risk Becomes ‘Balance-Sheet Event’ Within Transactions Mergers and Acquisitions (M&A) were labeled as a primary strategic priority for the middle market in 2026, with 54% of companies actively considering activity as either buyers or sellers. However, in the “2026 […]
IRS Notice CP53E: What Taxpayers Should Know
Key Takeaways IRS Notice CP53E is legitimate, but some taxpayers may be receiving it unexpectedly or in error. Do not assume the notice is fraudulent simply because it asks for bank information, but be sure to verify it before taking action. Use only IRS.gov, your IRS Online Account, or your tax advisor to confirm next […]
Continuous Improvement in Staffing: Driving Innovation
How do you prepare your people and your staffing company for both innovation and change? You create a sustainable culture of continuous improvement. Companies are expected to innovate and become profitable more quickly than ever before, which makes competition extremely fierce. Economic stimuli change the business landscape constantly; when your processes are stagnant and your […]
USPS Delayed Postmarking and IRS Filing Risks
Clarification on Postmarking Postmarking has commonly been viewed as proof of when mail was sent, but the USPS recently clarified that most postmarks are applied automatically at processing facilities, not necessarily at the moment a customer hands an envelope to a postal clerk or drops it in a collection box, which could be one or […]
Work Opportunity Tax Credit: Expiration and Extension Debate
Key Takeaways The Work Opportunity Tax Credit (WOTC) is scheduled to expire for employees who begin work after December 31, 2025. Bipartisan legislation would extend the credit through 2030, increase its value, and expand worker eligibility. Staffing firms and quick-service restaurant operators are among the employers most affected due to their reliance on WOTC-eligible labor […]
Staffing Firm Meal Deductions: 2025 and 2026 Rules
As staffing firms continue navigating a tightening regulatory landscape, understanding how meals and entertainment expenses will be treated for tax purposes in 2025 and 2026 is essential for budgeting, pricing, and compliance. Significant changes—especially those taking effect January 1, 2026—will impact employer-provided meals, travel meals, client meals, entertainment events, and employee functions. This article summarizes […]
