WhippleWood is a Denver-area CPA firm serving business owners, nonprofit leaders, and high-net-worth individuals.
From financial statement audits and reviews to benefit plan audits and business valuations, our team provides the assurance and advisory support clients need to make confident decisions, manage risk, and grow the value of their organizations.
Introduction Nonprofit audit requirements are crucial for every nonprofit organization. They ensure transparency through audited financial statements and compliance with standards such as Form 990 and the IRS audit. This guide outlines the types of audits, legal triggers, and step-by-step processes. It shows how to secure your organization’s financials and maintain audit re…
Most retirement plans in the United States, particularly 401(k)s and other defined contribution (DC) plans subject to ERISA, are built around publicly traded mutual funds that invest in stocks and bonds. Target date or risk-based funds remain the default choice for many participants, and alternatives such as private equity or cryptocurrency have been rare. That’s beginning to change. I…
