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Blog

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

Are Your Processes Innovative or Merely Electronic? Leverage Technology the Right Way

Decades of innovation have transformed the finance office from a mindset of processing transactions to one of strategic financial management. But even with this advancement,

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Demystifying Nonprofit Cost Allocations

By Dan Durst, MBA, and Gina McDonald, CPA When asked what is at the top of their finance department “to-do” list, many nonprofits name the

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DOL Enforcement Activity Expected to Increase in 2023

In 2022, the Employee Benefits Security Administration (EBSA) saw a significant decrease in enforcement actions for the second consecutive year. In total, the EBSA recovered

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Data Quality for Nonprofits

Data quality is a critical factor for organizations of all sizes, and nonprofits are no exception. Poor data quality can lead to inaccurate business decisions,

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Deducting Business Travel Expenses

Like a lot of tax rules, the rules regarding business travel expense deductions can be confusing. This update discusses some things you should know about

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Option to Treat Employer Contributions as Roth Contributions Under SECURE 2.0

Of the many provisions within the SECURE 2.0 Act, there is one that plan sponsors may want to pay particular attention to: the option to

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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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Contact Us

WEST PALM BEACH
Esperante Building
222 Lakeview Avenue
Suite 1200
West Palm Beach, FL 33401
(561) 798-9988
Fax: (561) 798-4053

FORT LAUDERDALE
The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719

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Firm
  • Overview
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  • Experienced
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