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Gross Mendelsohn Blog

A resource to help business owners, nonprofit executives and high net worth families preserve wealth, grow and thrive.

How Too Much Trust Can Erode Internal Controls

There’s a fine line regarding trust in a workplace environment. Too little trust in employees can diminish effective communication, increase conflict and decrease loyalty. But on the flip side, too much trust could create an opportunity for a key...
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Fraud Prevention Tactics Could Have Prevented Massive NFL Team Theft

As first reported by The Athletic, a former employee in the finance department of the Jacksonville Jaguars is facing federal charges for allegedly stealing more than $22 million from the team over a four-year period. The employee, Amit Patel, was a...
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New Rules Allow Rollover of Funds From 529 Plan to Roth IRA

There’s good news for families who diligently save for their child’s education with a 529 plan. Thanks to legislation passed in 2022, this popular savings vehicle just got more flexible. Starting in 2024, unused funds from a 529 plan can be rolled over...
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How to Write a Nonprofit Audit RFP [Plus an Audit RFP Template for Nonprofits]

Hot dog, it's time to issue an RFP for audit services, said no nonprofit ever. If you’re like most nonprofit audit committee members and executive directors, you cringe just a little when it comes time to solicit proposals for a new audit firm. As an...
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4 Key Insights From an Employee Benefit Plan Auditor

With employee benefit plan audit season not too far in the rearview mirror, it’s a good time to reflect on lessons learned. I’m sharing a few insights, from the point of view of an employee benefit plan auditor, for clients who are required to have their...
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Taxpayers Can Expect Changes as Key Tax Provisions Sunset

As we near the end of 2023, individuals may be surprised to learn of substantial tax provision changes sitting on the horizon. The tax provisions enacted in 2017 as part of the Tax Cuts and Jobs Act (TCJA) are sunsetting with the end of the 2025 tax year.
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