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      • Stephanie Allgeyer
      • Jeff Babiak
      • Keith Carlson
      • Yvonne de Calonne
      • Nick Dallas
      • Adam Davey
      • Andrew Donohoe
      • Ted Funk
      • Emir Hodzic
      • Dan Kraft
      • Dave Macke
      • Brian Malthouse
      • Lisa Riccardi
      • Kerri Richardson
      • Michelle (Micki) Siner
      • Jami Vallandingham
      • Beth Vice
      • Curt Wenzler
    • Principals
      • Nick Ciaccio
      • Kathy Dreier
      • Michael J. Gould
      • Ed Halpin
      • Bryan Pautsch
      • Bryan Setz
    • Senior Managers
      • Larry Brown
      • Victor Evans
      • Julie Griswold
      • Lauren Kreutzinger
      • Kristin Leadingham
      • Ryan Redleski
      • Robin Teeters
      • Chris Umbach
    • Managers
      • Alex Baker
      • Mike Ballenger
      • Ross Emerson
      • Scott Jump
      • Jovana Krajewski
      • Sarah Kubala
      • Bethel Leonard
      • Ali Lotfalian
      • Chad Luttrell
      • Allison Steiner
      • Colleen Swanson
      • Shannon VonEye
      • Kerri Walz
      • Derek Woodruff
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      • Ely Friedman
      • Randy Marksberry
      • Tatiana Romp
      • Natalie Thompson
      • Erin Young
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Resource Guides

COVID-19 Resource Center


As the COVID-19 pandemic evolves, we want to share with you what VonLehman is doing to ensure business continuity and the safety of our employees, clients, our families, and communities. Our top priorities continue to be providing uninterrupted service to our clients as their trusted advisor, the health and safety of our people, and doing our part to flatten the curve and reduce the spread of the virus. Explore our Resource Center to learn more.

CARES Act Funding and Single Audits


The Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed in March 2020 to provide Federal funding to the Healthcare industry, state and local governments, and other organizations. As a result, organizations that have historically not been required to have a Single Audit may now be required to, under the Uniform Guidance, depending on the funding received. Read more here.

HR Consulting masthead 997x385 brand refresh


The COVID-19 pandemic has necessitated offsite work. Employers and employees are likely to continue remote working arrangements, leading employers to rethink their traditional in-person onboarding process. Continue reading here...

Economic Update: What’s Ahead for the Construction Industry?


The construction industry, like many others, has been forced to adapt as a result of the crippling effects of COVID-19 on the global economy. Luckily, for construction companies with healthy backlogs of current and future projects, many firms have been able to maintain a positive trajectory. Read on here for our summarized economic outlook.

Nonprofits & Govt Entities: Understand What Auditors Look for in Single Audits

January 7, 2021 | Nonprofit | Government

While not all nonprofits and governments require a single audit, understanding the process is imperative for those who go through one. Your auditor is required to look for specific items during each audit – but what are they? And most importantly, what steps should you be taking to prepare? Download the presentation today to learn more!

Nonprofits & Greek Orgs - Charitable Giving Under the CARES Act

November 18, 2020 | Nonprofit

2020 has brought a wave of changes to fraternity foundations in all aspects of the organizations. Now that we are nearing the end of 2020, we discuss the impact of some of the new tax laws on foundations and its members as well as the impact of 2020 on foundation scholarships and grants. We recently joined Fraternal Law Partners to break down the new law, how universities and Greek organization members need to adapt, and answer your questions. Get in on the conversation here.

Manufacturers & Distributors: Optimize Your Warehouse Management System

November 12, 2020 | Manufacturing & Distribution | Human Resources Consulting

Your warehouse management system (WMS) is an instrumental tool to the success of your organization. However, if it doesn’t improve labor productivity, operational efficiency and, help cut costs, are you getting the most out of your system? We recently partnered with FASCOR for a chat about the importance of identifying cost savings through technology, how to retain and maximize your labor talents, and increase productivity. Download your copy today!

Nonprofits: Continuum of Care & Single Audits

November 10, 2020 | Nonprofit

We recently partnered with Strategies to End Homelessness for a discussion on the requirements of the Continuum of Care Program. The conversation covered the review process from independent auditors as well as the process for compliance monitoring. Download your copy today!

Nonprofits: Investments, Fundraising & the New Tax Law

October 27, 2020 | Nonprofit

The influence of COVID-19 affects all industries, and nonprofits are not immune to its impacts. The financial components of nonprofits, such as managing investments and donor relations, are all under a microscope in these days of ambiguity. Download this recent presentation to catch up on how nonprofits are navigating the current investment and fundraising environment and the new tax structure. Get it here.

2020 Cincinnati Business Courier Nonprofit Forum

July 23, 2020 | Nonprofit

Recently, we spoke at a virtual panel event hosted by the Cincinnati Business Courier, focused on nonprofits. This year's Nonprofit Forum featured area experts addressing several topics within the industry. Specifically, the conversation focused on how the novel coronavirus has impacted nonprofits, placing new demands on already strapped organizations. Catch up on the discussion here!

2020 HR Forum hosted by Cincinnati Business Courier

June 23, 2020 | Human Resources Consulting

Three industry experts recently sat down with the Cincinnati Business Courier to talk about ongoing changes and critical issues impacting human resources and things like identity theft, and how to deal with COVID-19. VonLehman's  Deirdre Bird, Director of HR Consulting, participated in the chat about workforce issues, including employee engagement, retention strategies, organizational development, compensation, benefits, and educating tomorrow's business leaders. Read the entire conversation here.

Benefit Plan Changes due to COVID-19

June 11, 2020 | Employee Benefit Plans

We recently partnered with Pension Corporation of America (PCA) and Graydon Law to discuss the numerous legal changes that have occurred as a result of the COVID-19 pandemic and the changes and decisions to consider making as a result of the guidance. Find out what's allowed in the new rule changes.

Navigating PPP Loan Forgiveness & the New Flexibility Act

June 11, 2020 | Nonprofit

Going beyond the PPP Loan Forgiveness process and diving into the new Flexibility Act, this presentation covers the loan & forgiveness process, plus the new updates and changes related to the Paycheck Protection Flexibility Act, recently passed by the House and Senate. Gain a better understanding of your next steps, including updates and changes since the last piece of legislation. Download today!

SBA PPP Loan Forgiveness Application Process

June 2, 2020 | Tax

More than just a review of the Paycheck Protection Program, this recent presentation offers an in-depth walkthrough of the 4-step PPP loan forgiveness process, reviews some potential legislative changes in the near future, and next steps for planning & expectations. Download the presentation here.

Building an Offense Mindset

May 6, 2020 | Mergers & Acquisitions

From common themes we are observing from business owners during the COVID-19 crisis, to best practices as value drivers, this presentation will prepare you to change or enhance your approach to building value in your company. Get in on it today!

Deciphering the CARES Act for Nonprofits

April 16, 2020 | Nonprofit

During this virtual event, VonLehman’s Keith Carlson, Director of M&A Advisory Services, and Bryan Pautsch, Principal and Nonprofit Tax Leader, discussed the details of the law, the various funding relief options, tax credits, and more. Download your copy of the presentation here.

COVID-19 Funding for Businesses: Facts & Info

March 30, 2020 | Small Business Administration

We've put together an overview of the available COVID-19 related lending programs, including the SBA Disaster Loan Program, CARES Act / Loan Forgiveness Program, and resources for applying to these programs. Download today!

Governments: Understanding Your Financial Statements & Fiduciary Responsibility

February 25, 2020 | Government

Managing a government entity can be so complex, it seems impossible. It doesn't have to be, though. We've put together a complete guide to walk you through the types of Governmental financial statements, internal controls surrounding city governments, budgeting, the purpose of your auditor, and more. Grab your guide here!

Manufacturing & Distribution: Revenue Recognition Update

October 29, 2019 | Manufacturing & Distribution

Here's the lowdown on the need for a new standard and the specifics. Our Manufacturing & Distribution experts provide a background refresher, a breakdown of the five-step approach, plus scenarios specific to manufacturers & distributors to help you establish a process for recognizing revenue. Download your copy today!

2019 Revenue Recognition Update for Nonprofits

October 23, 2019 | Nonprofit

What does the new single, principle-based revenue recognition standard mean for your organization? Find out in this new presentation, which includes real-life examples to help you establish a process for recognizing revenue. Download the helpful guide here.

2019 Nonprofit Revenue Recognition Update

October 9, 2019 | Nonprofit

Revenue from contracts with customers created a single, principle-based standard. What does that mean for your organization? Find out in this presentation, which explains what has been clarified for nonprofits, what is specifically excluded, and examples of scenarios to help you establish a revenue recognition decision process. Get your copy today!

Managing Hospice CAP: Critical Issues

October 10, 2019 | Healthcare

From methodology to counting beneficiaries and the reporting process, we've got you covered. This presentation will walk you through the requirements, but also discuss critical issues, including hospice payment limitations, calculations, methods for determining beneficiary counts, and more...

Download today for FREE and prepare your organization for success!

Revenue Recognition Update for Construction Contractors

October 3, 2019 | Construction & Real Estate

Download this guide to understand what brought us here, get a quick refresher on the new standard, examine real life case studies, identify your next steps, and take advantage of valuable resources going forward. Get it today!

Home Health Medicare Cost Report Form: Proposed Key Changes & Updates

July 31, 2019 | Healthcare Reimbursement 

The Centers for Medicare and Medicaid Services (CMS) proposed a rule on April 16, 2019 for a new cost report form set for home health agencies, Form CMS 1728-19. In this presentation, VonLehman's Dave Macke reviews proposed changes in Medicare Cost Report form for home health agencies, identifies the changes needed in recordkeeping and data requirements, discusses differences in HHA-based Hospice and freestanding Hospice reporting requirements, and more. Download today to keep your agency up to date.

The Wayfair Decision, One Year Later

July 18, 2019 | State & Local Tax

Beyond the basics, this download provides key takeaways from our experts' analysis, plus you'll have access to a case study from a company that had to respond to the Wayfair decision in real time. Get caught up here.

2019 HR Forum Discussion: Strategy, Technology, Talent, and More

July 15, 2019 | Human Resources Consulting

The Cincinnati Business Courier recently hosted a live panel discussion with industry experts concerning the ongoing changes and critical issues impacting Human Resources. The panel covered a variety of topics including workforce issues around employee engagement, retention strategies, organizational development, compensation, benefits, and educating tomorrow’s business leaders. Join the conversation & download today!

How Will You Handle Your Estate?

June 28, 2019 | Tax

Recently, VonLehman participated in a conversation with estate planning experts, that focused on multi-generational estate planning. The conversation covered topics such as developing the right team, refreshing old plans, utilizing the increased exemptions, and creating a balance sheet to help formulate a plan. Download the presentation today to get your plan in place!

Taking Advantage of Qualified Opportunity Zones

June 12, 2019 | Construction & Real Estate | Manufacturing & Distribution

Changes in tax law come with confusion along with the possibility of misinterpretation. This deep dive into Qualified Opportunity Zones is your first step to understanding what the new provision means for your company. Get it here!

HR Forum: Company Culture & More

June 6, 2019 | Human Resources Consulting

The efforts to make sure your organization is compliant and strategic when it comes to human resources (HR) related topics is tireless. Your HR team wears many hats, pulling them in multiple directions, leaving them less time to focus on other important aspects of an organization, such as its culture.

Jeff Rowe, President and CEO of Q Labs, joined us to walk through how to build enterprise value through company culture. He reviewed growth drivers, teaching strategy, how to unburden yourself from underperformers, and more. Download the presentation today!

Retirement Plans: Identifying Deficiencies & Applying Corrections

June 5, 2019 | Employee Benefit Plans

We recently presented with Thompson Hine and PCA to discuss typical Plan issues. The conversation covered everything from when an audit is necessary, to corrections for several common Plan deficiencies, to best practices for Plan management.

Download this insightful guide today to learn how your Plan can benefit from identifying deficiencies & applying the appropriate corrections.

Recession Proof Your Construction Company

May 16, 2019 | Construction & Real Estate

Knowing the outlook and trends for the construction economy & labor force can help you ward off damage to your business in the event of a downturn. Find out what the experts are saying and prepare your company! Download the presentation here.

Winning the War for Talent

May 7, 2019 | Human Resources Consulting

Effective business execution requires the right people with the right talent at the right time. In today’s war for talent, most businesses fail to address their talent strategy in their planning and without it, their business and financial plans are useless. Successfully engaging employees requires leaders to be intentional about moving the needle. How do you engage employees to make sure they are committed to your mission and its success? Find out here.

2019 CBC M&A Forum - A Panel Discussion

April 19, 2019 | Mergers & Acquistions

Cincinnati Business Courier Editor Rob Daumeyer recently sat down with a panel of experts (Keith Carlson, Director of M&A Advisory Services at VonLehman CPA & Advisory Firm, Thomas Lieser, Jr., Managing Director, Investments at Stifel Investment Services, and David Zimmerman, Partner, Taft Stettinius & Hollister) to discuss a variety of important topics, including how to prepare for a sale, why we’re in a seller’s market and how to avoid deal killers. Download your copy of the conversation here!

2020  PDGM: Change is Coming

April 4, 2019 | Healthcare | Healthcare Reimbursement

This presentation by VonLehman's Dave Macke provides not only a general overview & observations of the new PDGM, but dives into structure, case mix categories, financial issues, operational changes, and perhaps most importantly....what to do now? Get it here & be prepared.

M&A Outlook for 2019: Stay Ahead of the Curve

March 7, 2019 | Mergers & Acquisitions | Manufacturing & Distribution

VonLehman CPA & Advisory Firm and Fifth Third Bank joined for a conversation about the M&A outlook for 2019. Tom Jalics, Director of Asset Allocation for Fifth Third Bank, gave an overview on the economy and financial markets outlook for this year, and provided recommendations to business owners around how they should forecast the future of their business.

Be ready to plan ahead with your own copy of this important discussion. Download today!

2019 Medicare Home Health Update & 2020 PDGM

February 1, 2019 | Healthcare Reimbursement

Home Health Agencies are embarking on a period of significant change.  The year 2020 will see the implementation of the new Patient Driven Grouping Model (PDGM).  CMS is converting the 60 day payment episode model to a 30 day model.  Other significant changes are in the LUPA area.  This presentation will highlight the Medicare Home Health changes for 2019 and overview the new model for 2020. Get it here!

How Will Revenue Recognition Standards Impact Your Nonprofit Organization?

November 29, 2018 | Nonprofit

Nonprofits face many challenges in recognizing their revenue. The release of the new Revenue Recognition Standards (Topic 606) will significantly affect revenue recognition practices for most organizations. The change in this standard has forced many organizations to re-evaluate their approach to how they recognize revenue. Find out how to plan for the changes here.

Leveraging Technology: How to Do It All Without Actually Doing It All

November 28, 2018 | Strategic Business Services

Embracing technology may be the answer to improving your organization’s accounting and reporting, increasing accuracy and efficiency for your business. While industry needs vary, this presentation will illuminate the path to implementing technology within your organization, and help you take back your day! Download this valuable resource today.

Human Resources: A Panel Forum

November 12, 2018 | Human Resources Consulting

The Cincinnati Business Courier recently hosted a live panel discussion among industry experts concerning the ongoing changes and critical issues impacting Human Resources. Read about the finer points of HR in today's climate, and see what the panel addressed in particular. Get your copy of the conversation here.

Construction Technology Summit

November 8, 2018 | Construction & Real Estate

Streamline your bid process, use data to manage safety affordably, and find out how software can help you do your job and achieve your goals. Don't wait! Position your company for growth and success. Download today!

Nonprofit Revenue Recognition

November 1, 2018 | Nonprofit

Our Nonprofit team developed this presentation to give you an overview of the new Revenue Recognition Standard, and identifying the most important changes for nonprofits. This will walk you through understanding the standard, clarification made for nonprofit organizations, implementation actions, and next steps. Download the presentation here!

Navigating the Medicare Hospice Cost Report: The Good, The Bad and The Ugly

September 21, 2018 | Healthcare Reimbursement

Why is cost reporting important? In this presentation, you'll learn why, plus how to identify changes in data elements for proper completion of the cost report, find problem areas and changes needed for the future, and outline the steps that need to be taken now to prepare the cost report forms. Download your copy here.

2018 Compensation & Benefits Survey + Leadership Council Panel Event

September 20, 2018 | Nonprofit | HR Consulting

With the release of the 2018 Compensation & Benefits Survey responses, we were able to dive deep into trends and findings, drawing useful conclusions from the data. Followed up with a presentation on the importance of building a compensation & benefits strategy and best practices, this download has a lot to give. Don't wait; get it today!

All Three Presentations from NIC The Foundations Seminar in ONE Power-Packed Download!

August 27, 2018 | Nonprofit

Here, you'll get in-depth guides to nonprofit finance, upcoming FASB standards, engaging your board in financial oversight, and more. Whether you attended our sessions and want a quick reference guide, or missed us altogether, we've got you covered. Get caught up here!

New Tax on Services: Is Your Kentucky Business Required to Collect Sales Tax?

June 27, 2018 | State & Local Tax | Contact Robin Teeters

Learn what constitutes a taxable service, when labor is taxable, and the steps to take for your Kentucky business to be in compliance by the July 2018 effective date. Download our free presentation for all the details!

Identifying Common Deficiencies in Plan Audits

June 26, 2018 | Employee Benefit Plans

Maintaining compliance for benefit plans is a significant challenge for most employers today. With ever changing regulations surrounding fiduciary responsibilities, it is important to make sure you understand your risk and know where deficiencies may be lurking. Learn how from our detailed guide here.

Is Your Organization or Governmental Entity Expending Federal Funds?

June 21, 2018 | Nonprofit | Government

If so, are you aware of the changes regarding procurement under the Uniform Guidance? Major changes to procurement standards will directly impact how you handle the purchasing of goods and services directly charged to a federal award. Download this guide today to ensure you're in compliance!

Employee Engagement & Retention for Nonprofits

June 1, 2018 | HR Consulting

Employee engagement is a key building block of a nonprofit dream team. Successfully engaging employees requires that leaders be intentional about moving the needle. But how do you engage employees to make sure they are committed to your mission and its success? Find out here!

Tax Reform & Your Charitable Contributions - What's Changed?

May 23, 2018 | Tax

In this download, you'll learn what provisions have been changed for individuals, and what options you have going forward to optimize your tax position. Get it here!

M&A Panel Discussion with the Cincinnati Business Courier

May 18, 2018 | Mergers & Acquisitions

The Courier recently facilitated a panel of experts to discuss a variety of important topics relevant to business owners at any stage of ownership. The conversation ranged from how to prepare for a sale, to why we’re in a seller’s market, and how to avoid deal killers. Read their full, insightful discussion here!

Shifting from Human Resources to Human Relations

March 7, 2018 | HR Consulting

Learn the components of a Human Relations-smart workplace, which, through a transformational versus transactional approach, can become a competitive differentiator for your company. Find out how!

Exploring Tax Reform and Investment Implications

March 1, 2018 | Tax

In addition to navigating changes to accounting methods, depreciation changes, and the various provisions for tax filing status, we examine the effect of tax reform on your investments and investment strategy with assistance from our friends at Pension Corporation of America. Get the details here!

Tax Reform - What Will the Tax Cuts & Jobs Act Mean for You?

February 22, 2018 | Tax

Find out what provisions for individuals and businesses have changed or been eliminated, and what will remain unchanged. Using detailed real-life scenarios, this presentation fleshes out how tax reform will impact your bottom line. Download today!

M&D Companies: Unsure About New Revenue Recognition Standards?

January 11, 2018 | Manufacturing & Distribution

Our experts give an overview of the new Revenue Recognition Standard, break down the major changes for manufacturing and distribution companies, and provide guidance on next steps. Dive into their full presentation here to prepare for implementation. 

Medicare Home Health in 2018 and Beyond: Exploring the Final Rule 

November 27, 2017 | Healthcare

Learn about the Medicare revenue changes and how to project the bottom-line impact on your agency. Plan NOW for the future and download this presentation today!

Mentoring Your Millennials: Think Outside the Box 

November 16, 2017 | HR Consulting

Does your organization have a mentoring program? Millennials are two times more likely to stay at an organization for more than five years if they have a mentor. Our experts show you how to establish and maximize the effectiveness of your mentoring program. Find out how, here!

Mergers & Acquisitions: Key Aspects of Sell-Side Process

November 9, 2017 | Mergers & Acquisitions

If a business sale is in your future, this presentation will prove valuable. Our M&A pros will guide you through important points to understand (do you know your ideal buyer type? What factors influence value?) and common errors to avoid. Check it out here.

Recruit & Retain: Strategies to Close the Manufacturing Talent Gap

November 2, 1017 | Manufacturing & Distribution | HR Consulting

Is your company taking steps to stand out and attract new talent? Many students are taking the route of traditional college and not exploring their options within a career technical school. This is trending towards a shallow talent pool of qualified manufacturing employees, and this presentation highlights ways for companies to address that worker shortage. Download today!

Sales & Use Tax 101: How to Stay in Compliance

October 26, 2017 | State & Local Tax

Suppose you are contacted by a state taxing authority. Would you know how to reply? Responding to an activity questionnaire can be intimidating, but having answers in advance will give you peace of mind. Here, you'll learn the types of documentation needed for an audit, the Auditor’s objective, the audit timeline, and how to proactively manage an audit. Don't wait, prepare today!

Contractors – How To Implement the New Revenue Recognition Standards

October 24, 2017 | Construction & Real Estate

Our Construction experts developed this presentation to give you an overview of the new Revenue Recognition Standard identifying the major changes for contractors. This will walk you through developing and using an implementation guide, implementation actions, and next steps. Download the presentation here!

Changes in Revenue Recognition Standards for Contractors

October 24, 2017 | Construction & Real Estate

This at-a-glance page lists the changes in reporting standards, including contracts, job costs, and disclosures.  In addition, you'll see the adoption timeline for private companies, for both early adoption and required adoption. Get it here, and start planning now.

How to Detect & Prevent Fraud

October 18, 2017 | Fraud

Occupational fraud costs an organization an average of 5% revenue loss each year. Would you know if it's happening to your organization, and further, would you know how to prevent it from happening again? Download this slide deck to find out.

Do You Know the Value of Your Business?

September 28, 2017 | Business Valuation

Two major sources of business owners' wealth is tied to the value of their business. Knowing what that value is, and how to manage it, is key to calculating your business investment return. Don't wait until there's a triggering event, such as retirement...early planning can prevent missed opportunities for growth! Download our guide here.

Can Your Company Utilize R&D Tax Credits?

August 24, 2017 | Tax

If you aren't sure, or never really thought about it, you'll want to dive into this presentation! New and updated laws have made it easier than ever for companies to take advantage of R&D credits. Download today to find out if your company qualifies!

How to Create a Successful Succession Plan

September 20, 2017 | Succession Planning

A successful transition of your business isn’t planned at the end, rather proper planning starts at the beginning. Don’t wait until you are nearing retirement to begin the conversation of the future of your company. Download the full presentation here!

Unforeseen Risks for Contractors: Protect Yourself and Your Company

July 25, 2017 | Construction & Real Estate

In this comprehensive presentation, experts from Oswald, Graydon, and VonLehman identify the risks faced by construction contractors that are frequently overlooked and help you put measures in place to prevent loss or damages. Download it here!

Exploring the Proposed Rule for Medicare PPS for 2018

September 7, 2017 | Healthcare

Plan now for the future by preparing & projecting the bottom line impact on your agency. Download our presentation here!

Can You Outsource Your Accounting Department?

June 22, 2017 | Strategic Business Services

What services can you outsource? Find out in this presentation, along with other strategic business services your business should be leveraging. Download today!

Manufacturing in the Tri-State

June 23, 2017 | Manufacturing & Distribution

This transcript of our Manufacturing Forum panel details the workforce issues around finding skilled labor, training, technology advances and much more. As a result of the information that is provided you will learn how these factors play an important role in the continued growth of manufacturing in the Tri-State. Get in on the conversation here!

Women in the Workplace: Finding the Leader Within Yourself

June 13, 2017 | HR Consulting Services

Women in leadership roles are driving the economy, yet challenges remain for women business owners and leaders. Don't contribute to the gender gap, reverse it!  Empower yourself & act as if equality is reality. Download this presentation today!

Mergers & Acquisitions: What to Know Before Buying or Selling

October 5, 2017 | Mergers & Acquisitions

This presentation takes the guess work out of buy- and sell-side transactions. Our experts break down key components including valuation drivers for sellers, how to minimize risk, understanding the tax structure, and more. Download your copy today!

Strategic Business Services - Nonprofit Outsourcing

May 23, 2017 | Strategic Business Services

The typical small to medium sized nonprofit executive is expected to take on numerous responsibilities within the organization. In this presentation, you'll learn important factors to consider when preparing to outsource some of those tasks. Download here!

Fiduciary Failures and Benefit Plan Compliance

May 18, 2017 | Employee Benefit Plans

Employers may find a continued review of their plan to be tedious and unnecessary, however this is something that should be top of mind for all plan sponsors and fiduciaries of retirement plans. This guide examines recent case studies and will guide you through an action plan for sponsors. Get it here!

Changes in Financial Reporting for Nonprofits

March 27, 2017 | Nonprofit

This presentation outlines the imminent changes in FASB financial reporting for nonprofits and what actions your organization needs to take to stay in compliance. Learn more here. 

Workforce Planning Essentials

March 23, 2017 | HR Consulting Services

Workforce planning is the glue that ties engagement, development, career planning, organizational design, and strategy together. Download the details here.

Manufacturer's Tax Burden Reduced

February 28, 2017 | Manufacturing & Distribution

A successful regional manufacturer found its ever-increasing tax burden a challenge to its profitability. Their VonLehman Team’s extensive familiarity with federal and state government-sponsored tax credits and incentives proved pivotal to their ongoing growth and success. See how we did it!

Navigating the Final Rule for Medicare PPS in 2017

February 16, 2017 | Healthcare Reimbursement

We're discussing changes to the financial components of PPS and how to analyze the impact of the final rule on your agency. If you have questions about the final rule for HHA PPS, you'll find answers here. Download now!

Trump and Taxes: What does it mean for you?

February 8, 2017 | Tax

How will the proposed tax changes impact individuals & businesses? In this slide presentation, Trump's plan is set alongside the traditional Republican blueprint, and breaks down just what to expect if all measures are approved and enacted. Click here for full slideshow.

Best & Worst Financial Practices for Construction Contractors

November 15, 2016 | Construction & Real Estate

Comparing your organization to the top construction companies will show where you need to be to achieve success and sustainable profitability that accompanies being the best. Click here for more.

Construction Insights 2016 - Catch Up Here!

November 15, 2016 | Construction & Real Estate

If you missed the event in November, or if you just want a refresher, download the slide deck here. The featured topics were employee retention through smart strategy and identifying best & worst financial practices to position your company for growth.

Benefit Plans: Common Operational Issues & How to Correct Them

September 22, 2016 | Employee Benefit Plans

Learn from our experts and our parners at Katz Teller in this standout presentation. They will guide you through the 3 programs used to correct Employee Benefit Plan issues, and then delve into the most common operational difficulties. Download the presentation here!

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