James Dougherty, Partner JLK Rosenberger

Selling a business takes more than strong financials, it takes a compelling story buyers can believe in.

From adjusted EBITDA and financial forecasting to KPIs, segmentation, and due diligence readiness, the way your company presents its numbers can directly influence valuation and buyer confidence.

JLK Rosenberger's, Michael French, CPA, shares practical strategies business owners can use to strengthen their financial presentation before entering an M&A process.

From Numbers to Narrative: The Financial Presentation That Moves Buyers Read More...

The December 31, 2026 plan amendment deadline is closer than it looks, and the gaps between payroll systems, plan operations, and governing documents may be bigger than you realize.

SECURE 2.0's most consequential provisions are taking effect this year. Roth catch-up rules, automatic enrollment, long-term part-time employee eligibility, and a new paper statement requirement are all live or on the way.

JLK Rosenberger's MartinLuke Galvan, CPA, Manager breaks down what plan sponsors need to act on before the year-end deadline.

SECURE 2.0: Top Compliance Pitfalls for Plan Sponsors Read More...

AI in underwriting. Cybersecurity portals. Third-party data registries. The NAIC H Committee covered a lot of ground at its Spring 2026 National Meeting, and the direction is clear: regulators are moving fast to keep pace with technology inside the insurance industry.

JLK Rosenberger's Oscar Gutierrez breaks down every subcommittee update from the March meeting, including what the new AI evaluation tool pilot means for insurers, how cybersecurity reporting is being standardized across states, and where the privacy model law revision stands today.

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https://jlkrosenberger.com/2026-naic-h-committee-recap/ Read More...

Tax season is over. But for California contractors, the real work starts now.

Filing your return is just the beginning. The numbers on that return can tell you a lot about where your business stands and where there is room to plan smarter for the year ahead.

This blog walks through the strategies contractors should be looking at right now, from entity structure and accelerated depreciation to R&D credits, NOL planning, and energy-related incentives like Section 179D. If you want to improve cash flow, reduce your tax bill, and free up capital for growth, this one is worth your time.

California Contractors: What to Do After Filing Taxes Find out more about the key steps that California Contractors should take after filing taxes including accelerating depreciation.

If your business sponsors an employee benefit plan, there is a filing change on the horizon that could save you time, paperwork, and the stress of scrambling every July.

The Form 5500 Filing Simplification Act would move the standard deadline from July 31 to October 15, eliminate Form 5558 for most plan sponsors, and allow electronic signatures on filings.

JLK Rosenberger's MartinLuke Galvan, CPA breaks down what is being proposed and what plan sponsors should be doing right now.

Read more.

What’s the Form 5500 Filing Simplification Act? Read More...

Quarterly reporting just got more complicated. And it might also be on the chopping block.

The SEC is considering making quarterly financial reporting optional, while at the same time, interim tax accounting rules under ASC 740 are becoming more demanding than ever. If that sounds like a contradiction, that is because it is.

This blog breaks down what is driving this compliance paradox, what it means for your finance team right now, and what you should be doing to stay ahead of the curve.

Quarterly Reporting 2026: Stricter Rules, Optional Future Quarterly reporting in 2026 is more complex than ever, yet the SEC may soon make it optional. Here's what your finance team needs to know

Statutory accounting just got an update, and there is a lot to unpack.

The NAIC SAPWG met on March 23rd in San Diego and adopted several changes that insurers across life, health, and P&C need to be aware of. At JLK Rosenberger, we closely monitor these developments and translate the technical details into something you can actually use.

Here is what is keeping us busy right now:
- The new IMR Proof of Reinvestment is not a small ask. If your company is sitting on net negative IMR balances, you will want to understand what this means before year end.
- Certain long-term repurchase agreements are now admitted assets. That is a meaningful shift worth revisiting in your investment strategy conversations.
- Sale-leaseback transactions got some new clarity under SSAP 22. If you have one on the books, now is a good time to take a second look.

Our Adoption Matrix has the full picture, color-coded by priority and written in plain English. No jargon, no guesswork. Download the full matrix below!

NAIC SAPWG Accounting Update Matrix, Spring 2026 National Meeting Read More...

Did you miss claiming R&D tax credits in 2022, 2023, or 2024? You may still have a shot, but the clock is ticking. Thanks to a recent tax law change, eligible small businesses can go back and amend past returns to claim those missed credits. The catch? You must act before July 6, 2026.

JLK Rosenberger's Kerrie Howes breaks down who qualifies, what the real financial benefit looks like, and whether it's worth it for your business.

Should Business Owners Amend Past Tax Returns to Claim R&D Tax Credits Before the 2026 Deadline? Read More...

Foreign-backed startups entering the U.S. often aim for M&A or an IPO, but success depends on preparation long before the opportunity arises.

Our latest insight highlights why early readiness in finance, tax, and internal controls is critical, and how overlooking it can delay or derail a deal.

🔗 Read more: https://jlkrosenberger.com/foreign-backed-u-s-startups-find-preparation-is-critical-on-the-long-road-to-ma-or-ipo/

Foreign-backed U.S. Startups Find Preparation is Critical on the Long Road to M&A or IPO Read More...

Tax news for insurers! The IRS is taking another step toward modernizing tax filing for insurance companies.

In this blog, JLK Rosenberger’s Robert Gabon, walks through the new IRS update, allowing electronic filing for Forms 1120-PC and 1120-L starting with the 2026 process year, and what insurers and tax professionals should know as this change rolls out.

IRS Enables E-filing for Forms 1120-PC and 1120-L for 2026 Process Year Read More...