Preparing for an Exam – Key Considerations
Exams and audits are an inevitable part of any financial institution’s lifecycle. Whether you’re facing a routine regulatory exam or an internal audit, how you prepare can make a significant difference in the outcome. Financial institutions must not only meet regulatory requirements but also demonstrate transparency, compliance, and a commitment to sound op
Public Finance: Understanding the Changing Landscape of Government Funding
Government entities today are navigating a period of profound financial transition. From fluctuating tax revenues and inflationary pressures to shifts in federal and state funding priorities, the landscape of public finance is changing—and with it, the way public sector leaders must plan, budget, and allocate resources. Understanding these shifts is critica
Government Workforce Development: Building the Public Sector Team of the Future
Across the country, government entities are facing a critical challenge: attracting, developing, and retaining talent in a competitive and rapidly changing workforce landscape. From retiring Baby Boomers to the rise of hybrid work expectations, the public sector must rethink how it builds teams, cultivates leadership, and delivers essential services in the year
BSA Modernization Proposal – What Does It Mean for Your Institution?
In an evolving financial landscape, institutions are being asked to do more with less—and under increasing regulatory scrutiny. One of the most pressing updates in the compliance space is the proposed modernization of the Bank Secrecy Act (BSA). These changes aim to make anti-money laundering (AML) efforts more effective, data more useful, and compliance more
The Future of Public-Private Partnerships: Collaborating for Better Outcomes
As local governments and public agencies across the country face mounting pressure to modernize infrastructure, address social challenges, and meet evolving community expectations—all while managing limited resources—Public-Private Partnerships (P3s) are emerging as a critical tool for advancing mission-driven outcomes. At their core, P3s allow government
Two Brady Martz Team Members Named Among 2025 Best-In-State CPAs by Forbes
Brady Martz is proud to announce that two team members – CEO Stacy DuToit and Shareholder Eric DeHaan – have been named among Forbes’ list of America’s Best-In-State CPAs for 2025. This prestigious accolade honors Certified Public Accountants (CPAs) who exemplify excellence and leadership within the accounting profession. Forbes’ Best-In-State CPA
Real Estate Tax Deferral Strategies: Making the Most of 1031 Exchanges
For real estate investors, one of the most powerful tools available to minimize taxes and maximize returns is the 1031 exchange. This strategy allows investors to defer capital gains taxes when selling a property and reinvesting the proceeds into a similar property. By leveraging 1031 exchanges, investors can preserve more capital for reinvestment, potentially
Benchmarking Analysis: How Your Business Stacks Up and What It Means
In today’s fast-paced business world, knowing exactly where your company stands is crucial for making informed decisions. Benchmarking analysis offers a clear, data-driven way to see how your business performs compared to industry standards and competitors. It’s not just about comparing numbers, it’s about uncovering insights that can guide your next stra
The Importance of F&I Departments: Increasing Profitability and Customer Satisfaction
In today’s competitive automotive market, dealerships must find ways to maximize profitability while ensuring a seamless customer experience. One of the most critical components of achieving both goals is the Finance and Insurance (F&I) department. Often operating behind the scenes, F&I plays a pivotal role in not only boosting dealership revenue but
House Passes 2025 Budget Resolution, Setting Stage for Tax Cuts and Spending Reductions
In a pivotal move that could reshape the tax and fiscal landscape, the U.S. House of Representatives narrowly passed the Fiscal Year 2025 budget resolution (H. Con. Res. 14) on April 10, 2025. The 216–214 vote, following Senate approval, kicks off the reconciliation process—a fast-track legislative path that could bring sweeping changes to tax policy [&hell