Congratulations to KCoe Isom's New Principal-Partner, Effective April 1, 2022
Karli Olsen, CPA is a proactive leader in tax and accounting advisory to create efficiencies, profitability, and optimized tax structure for businesses.
Recent Insights
Beyond $500 Million: A Guide to FDICIA Compliance for Banks
Reading Time: 4 minutesIs your financial institution nearing the $500 million asset threshold? If so, you’ll need to navigate new regulations, particularly those mandated by the Federal Deposit Insurance Corporation Improvement Act (FDICIA). Regardless of what is driving your growth, crafting a robust plan for FDICIA compliance is essential. Pinion advisors have outlined …
Read moreBeyond $500 Million: A Guide to FDICIA Compliance for Banks
Update on the Federal Minimum Increase for Exempt Workers
Reading Time: 2 minutesBeginning July 1, 2024, the Department of Labor (DOL) enforced a new rule requiring employers to meet a higher salary threshold to classify employees as exempt. Legal Challenges Against the Rule A Win for Texas: A recent court order has exempted Texas from complying with the new federal minimum salary threshold …
Read moreUpdate on the Federal Minimum Increase for Exempt Workers
Got Nexus? How State Compliance is Impacting Food and Beverage Commerce
Reading Time: 3 minutesThere’s a critical aspect of commerce that food and beverage owners and operators cannot afford to overlook: state tax nexus. Understanding tax nexus is essential to ensure compliance and avoid costly penalties. “Compliance with state tax nexus laws isn’t just a corporate responsibility — it’s a personal one,” advises Karli …
Read moreGot Nexus? How State Compliance is Impacting Food and Beverage Commerce
5 Tips to Refresh Your HR Practices
Reading Time: 2 minutesHuman resources professionals play a pivotal role in establishing a company’s culture. Not only by implementing policies and practices that reflect the organization’s core values but also through strategic recruitment, employee engagement programs, and fostering a supportive work environment. HR sets the foundational tone that influences the overall workplace atmosphere. …
Navigating AI In Finance
Reading Time: 3 minutesArtificial intelligence is transforming many industries, including banking and finance. Per a 2023 McKinsey global banking report, it’s estimated AI could enhance the banking sector’s productivity by up to 5% and help reduce operating expenditures by up to $300 billion. Integrating AI in the financial sector has changed how institutions …
Beneficial Ownership Changes: What Does it Mean for Your Institution?
Reading Time: 2 minutesWhile beneficial ownership rules have not changed for financial institutions in 2024, there was a change for the legal entity customers you serve. Here is what you need to know to help your clients through the new beneficial ownership rules. Beneficial Ownership Requirements for Financial Institutions Written procedures must be …
Read moreBeneficial Ownership Changes: What Does it Mean for Your Institution?
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