In today’s digital world, cybercriminals increasingly rely on stolen credentials to bypass security measures. This video reveals how easily hackers crack passwords using real-world tactics, and highlights the urgent need for stronger cybersecurity practices. Learn why regular employee training, independent assessments, and proactive system checks are essential to protect your business from evolving threats. Watch now to discover steps for boosting your cybersecurity resilience ..read more

In our previous video from The Role of Organizational Psychology in Mergers and Acquisitions: FAQ Series, Dr. Gary Kustis discussed how organizations can utilize psychometric assessments. In this video, he provides examples of how clients have leveraged these tools—not only for selecting candidates but also for addressing development needs identified in the assessments ..read more

From rapid growth to uncertain accounting capabilities, discover the key indicators that suggest it's time to outsource your financial management function ..read more

How are psychometric assessments used in organizations? Dr. Gary Kustis explains their use cases and value in this latest video from The Role of Organizational Psychology in Mergers and Acquisitions: FAQ Series ..read more

From industry insights to audit preparedness and proven strategies, outsourced CFOs and controllers bring a wealth of expertise and experience in auditing and tax ..read more

Heading into any M&A, it is helpful to know effective techniques for settling conflicts between the acquiring company and the company being acquired. In this latest video from The Role of Organizational Psychology in Mergers and Acquisitions: FAQ Series, Dr. Gary Kustis shares an example he used which brought the two sides together and helped them understand each other's perspectives in the process ..read more

Herbein is pleased to share the September 2024 Market Outlook, prepared by Herbein Financial Group investment advisor Matt Kline. Report topics and insights include: Highlights from the speech delivered by Jerome Powell, Chair of the Federal Reserve, at Jackson Hole. Post-earnings season commentary: The performance gap between growth and value stocks is narrowing as inflation cools and rate cuts loom. Growth stocks, especially in tech and consumer discretionary sectors, are outperforming value stocks, with AMZN showing 12.2% year-over-year growth. Portfolio allocation recap: We’ve made strat ..read more

IRS announces second round of ERC-Voluntary Disclosure Program On August 15, 2024, the IRS announced a second round of Employee Retention Credit Voluntary Disclosure Program  (ERC-VDP). The ERC-VDP aims to assist taxpayers who received the Employee Retention Credit (ERC) in identifying themselves and repaying the ERC if they were not entitled to receive it.  ..read more

Many businesses view occasional “wining and dining” of customers and clients to be a necessary cost of doing business. The same goes for taking business associates, or even employees, out to lunch occasionally after an especially tough assignment has been successfully completed.  ..read more

On June 6, 2024, the Supreme Court unanimously held in Connelly vs. United States that a closely held corporation’s redemption obligation (related to a life insurance policy) does not diminish the fair market value of the corporation’s shares for federal estate tax purposes ..read more