6/5/19 – There are several common findings that plan auditors detect during retirement plan audits. This includes both Department of Labor and IRS auditors and your external plan auditors. Whether you currently have an external audit of your plan or not, it is important to be aware of these items and more importantly, how you can fix noncompliance when discovered.
6/5/19 – Join a conversation centered around multi-generational estate planning. We will cover topics such as developing the right team, refreshing old plans, utilizing the increase exemptions, and creating a balance sheet to help your plan.
6/6/19 – The efforts to make sure your organization is compliant and strategic when it comes to human resources (HR) related topics is tireless. Your HR department wears many hats, pulling them in multiple directions, leaving them less time to focus on other important aspects of an organization, such as its culture.
6/12/19 – With any new change in tax law, there are areas of confusion and the possibility of misinterpretation. Most recently, the passing of the Tax Cuts and Jobs Act in 2017 opened up the first set of Opportunity Zones, an economic stimulus for investment in low income communities.
6/13/19 – On June 13th, the Cincinnati Business Courier will host a live panel discussion among industry experts concerning the ongoing changes and critical issues impacting Human Resources.
8/13/19 – The voice of your nonprofit comes from your volunteers, employees, and the community you serve. They will tell your story and be the biggest advocates for your nonprofit. However, how are they telling your story? Marketing and branding your nonprofit is key in the communities’ perspective of your organization. This event is part of the Covington Business Council Nonprofit Lunch & Learn series.
11/12/19 – In this day of constant commitments, finding individuals who are able to give their time can be challenging. However, valuable, recurring volunteers can be one of an organization’s greatest assets. How do you continue to engage these individuals? How do you obtain new volunteers throughout the year? How do you make sure your volunteers stay happy? Join us on Tuesday, November 12th as we address the challenges of volunteerism and how to overcome them. This event is part of the Covington Business Council Nonprofit Lunch & Learn series.
5/16/19 – Join us on Thursday, May 16th as Paul Whaley, Senior Vice President from Arthur J. Gallagher, will discuss recent economic trends and the impact on insurance rates for contractors. Additionally, we will hear from a panel of construction owners who will share real life experiences from the last recession and best practices for building a recession-proof business strategy.
5/14/19 – Young Professionals are the future of your nonprofit. Their involvement in your nonprofit’s work will build their interest in being an advocate or even a Board Member. Therefore, involving them early in their career is a necessity. Join us Tuesday, May 14th to learn how you can engage your nonprofit within the YP community. This event is part of the Covington Business Council Nonprofit Lunch & Learn series.
5/7/19 – Effective business execution requires the right people with the right talent at the right time. In today’s war for talent, most businesses fail to address their talent strategy in their planning and without it, their business and financial plans are useless. Successfully engaging employees requires leaders to be intentional about moving the needle. However, how do you engage employees to make sure they are committed to your mission and its success?
3/26/19 – The Courier's Mergers & Acquisitions Forum will be held March 26th to help business owners enhance the value of their businesses in advance of a sale.
3/7/19 – 2018 was a very good year for mergers and acquisitions (M&A) activity in the United States. Will trade wars, volatile markets, and global political tensions change that trajectory for 2019?
2/5/19 – Like many organizations facing change, manufacturing and distribution companies are challenged with the same obstacles regardless of the issue. Join us on Tuesday, February 5th as we hear from industry experts who assist in guiding companies with various tools necessary to ensure their change runs efficiently.
11/29/18 – Nonprofits face many challenges in recognizing their revenue. The release of the new Revenue Recognition Standards (Topic 606) will significantly affect revenue recognition practices for most organizations. The change in this standard has forced many organizations to re-evaluate their approach to how they recognize revenue.
11/28/18 – Is paperwork not only taking over your desk but also taking over your focus? If everyday tasks are distracting from your attention to growing your bottom line, this event is for you. The implementation of technology within your organization may be the solution you need to help improve the accuracy and efficiency of your accounting and reporting.
11/8/18 – Technology is transforming the construction industry and remains a top challenge for contractors. Join us on Thursday, November 8th as VonLehman has assembled a team of construction technology experts who will tackle your top concerns and discuss technology trends.
11/1/18 – Nonprofits face many challenges in recognizing their revenue. The release of the new Revenue Recognition Standards (Topic 606) will significantly affect revenue recognition practices for most organizations. The change in this standard has forced many organizations to re-evaluate their approach to how they recognize revenue.
10/11/18 – Join us for a free event where we’ll have three separate panel discussions where leading experts from the industry tackle your top concerns. The event will kick off with keynote speaker Paula Marshall, CEO of The Bama Companies. Paula will discuss how she overcame obstacles to grow their business from $30 million to over $350 million.
10/4/18 – Join us for a breakfast event focused on current and evolving HR concerns. Hosted by the Cincinnati Business Courier, the panel will discuss employee engagement, retention strategies, organizational development, compensation, benefits, immigration laws, and educating tomorrow’s business leaders.
6/27/18 – For some Kentucky businesses, the newly implemented tax law means you are obligated to collect sales tax beginning July 1, 2018.
6/21/18 – Is your organization or governmental entity expending Federal funds? If so, are you aware of the changes regarding procurement under the Uniform Guidance?
6/1/18 – Employee engagement is a key building block of a nonprofit dream team. Successfully engaging employees requires that leaders be intentional about moving the needle. However, how do you engage employees to make sure they are committed to your mission and its success?
5/23/18 – Did you know that giving by individuals accounts for nearly three-quarters of charitable giving in the U.S.? Recent changes to tax legislation can have an effect on the incentives individuals face when deciding how much to give to charity.
5/22/18 – With the New Year just underway, now is a great time for every business leader to consider different approaches to their organization’s transition strategy. For many firms, the default is to establish an efficient succession plan. For others, mergers and acquisitions is the pursued path forward.
5/9/18 – Retirement plan fiduciaries are tasked with ensuring their company delivers a high-quality plan at a reasonable cost. It is important to conduct and oversee regular reviews of plan features, design, services and expenses.
4/11/18 – It's time to get "A Round TUIT"! We are partnering with Sunbelt Business Advisors, Graydon, and Ritter Daniher Financial Advisors to bring this exit strategy planning seminar. Prepare now to control your future!
3/7/18 – The innovative world of manufacturing is immersed in issues that are top of mind for leaders within the industry, including workforce planning, NAFTA, labor & employment, and mergers & acquisitions.
3/1/18 – Tax reform is on the minds of individuals and businesses as we enter a new year. The final 500 page bill, often referred to as the Tax Cuts and Jobs Act, includes sweeping changes that will cause businesses and individuals to analyze their tax profiles.
2/28/18 – The workforce and the workplace are changing, necessitating a shift in how organizations handle Human Resources. Come learn about the key differences between Human Resources and Human Relations, and how a Human Relations function can become a competitive differentiator.
2/27/18 – Tax reform is on the minds of individuals and businesses as we enter a new year. The final 500 page bill, often referred to as the Tax Cuts and Jobs Act, includes sweeping changes that will cause businesses and individuals to analyze their tax profiles.
2/22/18 – Tax reform is on the minds of individuals and businesses as we enter a new year. The final 500 page bill, often referred to as the Tax Cuts and Jobs Act, includes sweeping changes that will cause businesses and individuals to analyze their tax profiles.
1/11/18 – Major accounting for revenue recognition rule changes will soon go into effect — and they will have a considerable impact on how many manufacturing and distribution companies report their financial results.
11/16/17 – Did you know that millennials are two times more likely to stay at an organization for more than five years if they have a mentor?
11/9/17 – When making the decision to sell your business to an external party, there are many factors to consider. In many cases, business owners, and even some inexperienced advisors, will overlook key considerations when it comes to sell-side transactions.
11/2/17 – What steps is your company taking to stand out and attract new talent? Many students are taking the route of traditional college and not exploring their options within a career technical school.
10/26/17 – You received an inquiry from a state asking what your activities are in their jurisdiction. Should you answer it and if so, what should you say?
10/24/17 – Major accounting for revenue recognition rule changes will soon go into effect — and they will have a considerable impact on how many construction companies report their financial results.
10/18/17 – During this presentation we will provide examples of fraud and what steps you should take to prevent it.
10/5/17 – Merger and acquisition transactions continue to grow in the region as business owners prepare to cash out while investor groups look for opportunity in Greater Cincinnati’s middle market.
9/28/17 – All business owners believe they know the value of their own business but do they understand the drivers that back up that valuation?
9/20/17 – Invest in the future of you and your company today by attending this seminar where we will review the process and steps essential to ensure a successful transition.
8/24/17 – One of the greatest misnomers involving R&D tax credits is that many companies do not think they qualify. To the contrary, these credits are not limited to companies that solely provide product development.
8/16/17 – During this presentation we will provide you with the necessary tools to navigate the complexities of business transactions, including determining value drivers, performing financial due diligence, and understanding the tax structures utilized in private company deals.
7/27/17 – Whether on the buy or sell side of a deal, due diligence and advance planning is imperative to minimizing risks and maximizing value.
7/25/17 – Contractors are pulled in many different directions causing them to overlook risks that could cause monetary and reputation damages to their company. Do you know the liabilities your company could be facing? More importantly, do you know how to address them?
7/12/17 – Vulnerabilities and opportunities of risk are topics that worry most organizations, including Greek organizations. Legal issues such as those at Harvard and Penn State cause severe damage to the reputation of Greek life on campus.
6/22/17 – Are you too busy running your business and building your brand to spend time on accounting? Do you know the difference between debits and credits? Who is your second set of eyes?
6/21/17 – All business owners believe they know the value of their own business but do they understand the drivers that back up that valuation?
5/25/17 – Occupational fraud costs an organization an average of 5% of revenue loss each year and sometimes much more!
5/18/17 – When was the last time you reviewed your employee benefit plan? If you can’t remember, then it has been too long. Not reviewing your plan is something that could cost your organization thousands of dollars.
4/27/17 – A successful transition of your business isn’t planned at the end, rather proper planning starts at the beginning. Don’t wait until you are nearing retirement to begin the conversation of the future of your company.
3/27/17 – Did you know FASB has not updated their financial reporting requirements for nonprofits since 1993? That is all about to change as the forthcoming updates will affect all nonprofit entities.
3/23/17 – C-Suite professionals all agree on workforce engagement, that people are our greatest asset, that we should be strategic in our actions - and, that doing these well takes us down a path to greater profits. But, where does a team start?
11/15/16 – This event will highlight hot topics throughout the industry, including the best and worst practices for construction contractors.
9/22/16 – Did you know that one in three employers had their retirement plans audited by the federal government over the past two years?