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Julie Weil

Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.

Deduct a loss from making a personal loan to a relative or friend

Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a first home or address a cash flow problem. You may

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How a business valuation pro can help avoid M&A pitfalls

Merger and acquisition (M&A) activity increased significantly in the fourth quarter of 2023, signaling a hot M&A market for 2024. But there are some potential

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Templeton & Company, LLP Named a Top 300 and Fastest-Growing Accounting Firm

West Palm Beach, Fla. – August 14, 2023– Templeton & Company, LLP has been named a Top 300 Accounting Firm and a Fastest-Growing Firm in

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Templeton & Company Ranked as One of South Florida’s Top Accounting Firms

West Palm Beach, Fla. – July 25, 2023–Templeton & Company, a leading accounting and management advisory firm, has been ranked as a Top 25 Accounting

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IRS Drastically Expands Electronic Filing Requirement for 2023 Tax and Information Returns

The Internal Revenue Service finalized regulations on Feb. 23, 2023, significantly expanding mandatory electronic filing of tax and information returns that require almost all returns

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The Inflation Reduction Act of 2022: New Incentives for your College or University

It’s not hard for some of us to think back to the lush green lawns and stately buildings of our college and university alma maters.

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Plan Sponsor Alert: Collective Investment Trust — What Plan Sponsors Need to Know

Collective investment trusts (CITs) comprise nearly half of all assets in target date funds and are on track to surpass mutual funds as the most

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Endowment Woes! Navigating The Nuances With Endowments

An endowment is a pool of funds donated or set aside to be preserved over time in order to support an organization’s mission. Nonprofits establish

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Is that a Lease? A Focus on Nonprofit Lease Considerations under ASC Topic 842

While Accounting Standards Codification (ASC) Topic 842 is applicable to all entities, the adoption of the new leasing standard by nonprofit organizations is bringing into

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WEST PALM BEACH
Esperante Building
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West Palm Beach, FL 33401
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The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719

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