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  • Are you meeting the Form 5500 filing requirements for your employee health and welfare benefit plans?

    Most employers know they need to file annual Forms 5500 for their retirement plans, but did you know that health and welfare benefits like medical, dental, and disability may require separate filings? Here’s what you need to know.

    Laura Taylor
    Article March 14, 2025 3 min read
    Are you meeting the Form 5500 filing requirements for your employee health and welfare benefit plans?
  • The art of SKU rationalization: Getting accurate costing data
    Has your product demand exceeded your capacity? Is your productivity down due to constant change-overs? Has complexity driven up costs? Are you being asked to identify value creation opportunities? If yes to any of these, stock keeping unit (SKU) rationalization is a great solution. Here are five considerations to ensure you’re starting with the most accurate underlying cost information possible.
    Jon Wood
    Article April 22, 2024 5 min read
    The art of SKU rationalization: Getting accurate costing data
  • R&D tax credit: Does your business qualify?

    How much of your annual budget goes toward developing or improving a product or process? If the answer is “a lot,” you may qualify to receive a significant percentage of your qualified research expenses back through the R&D tax credit.

    Ginger Powell
    Video January 18, 2024 3 min watch
    R&D tax credit: Does your business qualify?
  • The basics of cost segregation
    Many owners of income-producing real estate are unaware that they can maximize the tax savings on their investments with an IRS-approved project called a cost segregation study. Are you one of them?
    Jonathan Winterkorn
    Video January 10, 2024 3 min watch
    The basics of cost segregation
  • Global expansion for Japanese-owned medical device company
    Japan’s leading manufacturer of electronic medical equipment and one of the top 100 medical device companies in the world, with annual sales of $1.5 billion, expands their global presence.
    Case Study August 08, 2023 2 min read
    Global expansion for Japanese-owned medical device company
  • Suspect fraud? Seven actions to take now
    Have that nagging feeling something just isn’t right? Conduct the initial analysis to substantiate your suspicions — don’t wait any longer to take these important steps to protect your business.
    Eric Conforti
    Article July 06, 2023 4 min read
    Suspect fraud? Seven actions to take now
  • Seven-point cybersecurity assessment: Identify your organization’s digital risks
    Are your information security controls as effective as you intend them to be? How often do you evaluate the strength of your network and identify potential risks? Assess the strength of your organization’s cybersecurity program via our seven-point assessment.
    Joe Oleksak
    Article November 17, 2022 3 min read
    Seven-point cybersecurity assessment: Identify your organization’s digital risks
  • Show me the money: Liquidity, cash flow, and the cash conversion cycle

    What’s the secret to tapping potential liquidity? The answer can be found in a powerful but underappreciated financial metric — the cash conversion cycle. Here’s how to calculate and optimize yours.

    Sean Pattison
    Article October 07, 2022 5 min read
    Show me the money: Liquidity, cash flow, and the cash conversion cycle
  • Cloud-based ERP system drives Internet of Things for Japanese-owned manufacturers
    As the manufacturing world becomes increasingly complex for Japanese-owned automotive suppliers, many are looking for one integrated ERP solution. Learn how the Plex Smart Manufacturing Platform drives effective cross-organizational connectivity and facilitates the Internet of Things (IoT) journey.
    Doug Hockenbrocht
    Webinar July 7, 2022 1 hour watch
    Cloud-based ERP system drives Internet of Things for Japanese-owned manufacturers
  • Hiring cybersecurity talent? Five things you should know
    As cybersecurity threats rise, you must look further than IT credentials when hiring the professionals charged with keeping your data safe.
    Sarah Pavelek
    Article April 11, 2022 2 min read
    Hiring cybersecurity talent? Five things you should know
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