Joined June 2009
Business owners have more exit options than a full sale. Minority sales, majority recapitalizations and rollover equity each offer different levels of liquidity, control and future ownership. Read the full article to compare your options. #BusinessExit cvsoci.al/g0bqPiHR?cv=179302…
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Manufacturers that paid IEEPA tariffs may have a refund opportunity, but eligibility depends on various factors. Read the full article to see what manufacturers should do now to evaluate potential refunds. #Manufacturing #Tariffs cvsoci.al/uRfjHRBB?cv=179279…
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Business owners have more exit options than a full sale. Minority sales, majority recapitalizations and rollover equity each offer different levels of liquidity, control and future ownership. Read the full article to compare your options.… cvsoci.al/g0bqPiHR?cv=179272…
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As your business grows, what worked at 20 employees may not work at 100. Our latest article breaks down how IT matures as organizations scale and the signs it may be time for a more strategic approach. #BusinessTech #ITManagement #SMB cvsoci.al/qNSs4EVd?cv=179191…
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I'm proud to be part of a team that was recently recognized as one of the nation's Best Places to Work for Women for the second consecutive year. #BestPlacestoWork #WomenInBusiness #WATeam cvsoci.al/43-gMnd-?cv=179155…
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From workplace awards and community involvement to recruiting future talent, leadership opportunities and even a spicy wing-eating competition, our team stayed busy. Read more in this month's Around the Firm. #WATeam cvsoci.al/N~kIv~St?cv=179150…
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Control gaps often stem from design, execution, override or monitoring failures. Regular reviews can help identify weaknesses before they create larger issues. Learn more about identifying and addressing control gaps. #InternalControls cvsoci.al/fHwfsdA4?cv=179034…
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Your financial reports should help answer: What do we do next? When financial data is organized and easy to understand, it becomes easier to identify trends, focus on what matters and determine the next step. #FinancialReporting #Accounting cvsoci.al/Irs85-Yx?cv=179030…
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Strong internal controls help nonprofits improve accountability and build trust, even with limited staff and resources. Learn where control gaps often emerge and what organizations can do to address them. #NonprofitFinance #InternalControls cvsoci.al/GvqiuFhl?cv=179020…
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August brought plenty of opportunities for connection across Warren Averett, from volunteer projects and team outings to leadership development and practice growth. Read more in our August edition of Around the Firm. #WATeam #Community cvsoci.al/KryOtJug?cv=178976…
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Every organization faces risk. How that risk is understood, communicated and addressed can make all the difference. Here, we explore ways organizations can strengthen their approach to risk management and governance. #RiskManagement cvsoci.al/FFM4Jn~f?cv=178960…
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I'm excited that Warren Averett was once again named Accounting Today's #1 Best Firm to Work For in the large firm category! #BFTWF #WATeam cvsoci.al/pXK1ru40?cv=178952…
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The cost of a poor employee benefit plan audit extends beyond the audit itself. Asking the right questions about experience, training and technical resources can help protect your plan. Read the full article for five questions every plan… cvsoci.al/GdduGQhJ?cv=178942…
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AI works best when organizations understand which type of AI fits the job. Better data, clear ownership and realistic expectations drive better results. #AI #BusinessTechnology #DigitalTransformation cvsoci.al/orHBBipU?cv=178792…
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IRS guidance on Opportunity Zones 2.0 clarifies transition rules for existing projects and eligible 2026 capital gains. Planning before year-end 2026 could help preserve valuable tax benefits. #OpportunityZones #Tax #RealEstate #IRS cvsoci.al/TG0zFVIo?cv=178788…
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IRS guidance on OBBBA overtime and tip deductions brings new W-2 and 1099 reporting requirements in 2026. Employers should review payroll processes now. #OvertimeTax #TipTax #PayrollCompliance cvsoci.al/GAdhFfu1?cv=178780…
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Buying a business takes more than finding the right opportunity. Strong due diligence, trusted advisors and a clear understanding of risks can help support a successful acquisition. #MergersAndAcquisitions #DueDiligence #BusinessGrowth cvsoci.al/HuEGk7mo?cv=178758…
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Global OB billing ends January 1, 2027. Practices that strengthen E/M documentation, coding and revenue cycle processes now will be better positioned to capture reimbursement for the complexity of care they already provide. #HealthcareFinance cvsoci.al/eJf8X9lQ?cv=178720…
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It has been exciting to celebrate team member achievements, community recognition and milestones across our offices this summer. #WATeam cvsoci.al/sDtOoVV0?cv=178647…
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A full inventory count can bring production to a halt, while cycle counting keeps operations moving. Consistent counts help teams stay on top of inventory levels and improve efficiency. youtube.com/watch?v=e7pDrRzV… #manufacturing #inventory #finance
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