Partner & Managing Director, Bruce Brownell, will represent Fulcrum Partners at the upcoming BDO Alliance Southeast Regional Meeting. Scheduled for June 25, the event will be conducted virtually, starting at 9:00 AM Eastern Time.
Happy New Year
Happy New Year from the team at Fulcrum Partners!
Updates on Retirement Plans and the Use of a Limited Scope Audit
Insights from SRP | Strategic Retirement Partners: Change is Coming if Your Plan Uses a Limited Scope Audit The American Institute of Certified Public Accountants, Inc. (AICPA) issued a new statement in July changing the requirements for its members that perform retirement plan audits. Previously, if a large plan utilized the limited scope audit option, the auditor effectively could …
