What Is Beneficial Ownership Reporting? (And Other FAQs About Compliance)

Beneficial ownership reporting is a new rule issued by the Financial Crimes Enforcement Network (FinCEN) requiring business owners to provide...

Tax Court Ruling Could Affect Limited Partners and Self-Employment Income

Taxpayers in limited partnerships have historically relied on a state law exemption from self-employment tax. However, on November 28, 2023,...

MSP Plans

Build a Technology Plan That’s Right for You Companies have unique goals, budgets and security needs. No two organizations are...

Warren Averett Named as One of Business Alabama’s 2023 Best Companies to Work For in Alabama

Warren Averett CPAs and Advisors has been named as one of the 2023 Best Companies to Work For in Alabama...

4 Things To Do Before You Set Long-Term Business Goals 

Each year, most companies look toward the next 12 months (or longer) to chart their objectives (and the steps needed...

Cristy Andrews Featured in Multi-Housing News Article

Cristy Andrews, CPA, CGMA, of Warren Averett’s Montgomery accounting and advisory office, was recently featured in a Multi-Housing News article.

Around the Firm: November 2023

Warren Averett team members celebrate fall, foster community connections, win awards and more in this edition of Around the Firm.

Ana Goodman

Ana Goodman joined Warren Averett in 2017 and is a Senior Manager in the firm’s Audit Division. She has more...

The 4 Types of Nonprofit Financial Reporting That All Nonprofits Need

We’ve all heard the phrase: “garbage in, garbage out.” The same rationale holds true when it comes to nonprofit financial...

Michelle Sanchez Appointed as Nonprofit Leadership Center’s 2024 Board Chair

Michelle Sanchez, CPA, a Member in the firm’s Tampa accounting and advisory office, has been appointed to serve as the...

Shalimar A. Sarriera

Shalimar joined Warren Averett in 2015 and is a Principal in the firm’s Tax Division. She has over 24 years...

Florida Condominiums Have New Building and Reserve Funding Requirements 

The State of Florida has mandated building inspections and increased reserve funding requirements for condominiums and cooperatives exceeding three stories...

Nonprofit Ratios: How to Use Them and What They Measure

When it comes to the financial management of a nonprofit organization, nonprofit ratios (or key performance indicators) can be a...

4 Financial Strategies for Common Interest Realty Associations Amid Rising Interest Rates

Rising interest rates are bringing both good and bad news for the financial strategies of associations. The bad news is:...

Episode 066: Managing Unpredictability in the Real Estate Industry

3 Construction Industry Trends To Expect in 2024 (And How To Navigate Them)

The resilient construction industry has adapted to substantial changes and weathered significant challenges in recent years. The most successful contractors...