Summing It Up listing page

The Cost of Complacency: Ethan's Battle with a Data Breach

How Ethan’s Thriving Practice Fell Victim to Data Loss from a Cyberattack Ethan owned and operated an extremely successful Physical Therapy practice. Starting with a single office, Ethan...

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The Enemy Within: Unmasking an Insider Data Loss Threat

How Jack's Tech Startup Battled User Access Issues and a Covert Rival In the bustling world of tech startups, Jack had built a company from the ground up. His innovative products and...

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Changes to New York's Excelsior Linked Deposit Program
By Don Warrant, CPA on October 17, 2023

New York LDP Program Overview The Excelsior Linked Deposit Program (LDP) was established on February 11, 1994, and made permanent on March 30, 2001. Recent changes in the program, brought...

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Cybersecurity Awareness Month: The Costly Consequences of Ransomware - A Cautionary Tale

How Robert and Vincent's Video Production Empire Fell Victim to Cybercrime In the fast-paced world of video production, Robert and Vincent had built a thriving empire over the course of 25...

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Research and Experimentation Tax Credit: IRS Proposed Changes to Form 6765
By Freed Maxick Tax Team on October 10, 2023

Are you a taxpayer looking to claim a research and experimentation (R&E) credit? If so, you'll want to pay close attention to the recent developments from the IRS. On September 15, the IRS...

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Nonprofit Employee Embezzlement Prevention: Red Flags to Look For and Prevention Strategies
By Holly Hejmowski, CPA on September 20, 2023

Organizations can learn from others’ mistakes With a feel-good mission to positively impact its community, many people assume that the staff of a not-for-profit organization are committed...

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