Blog Archives

Audit & Accounting Update: September 1, 2016

At Insero, we make it our business to stay abreast of the latest trends and technical updates in accounting, tax, and audit and we understand how important timely updates are to our clients. As a member of the McGladrey Alliance,

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Posted in A&A

Seven Prominent Universities Sued Over 403(b) Plan Fees

The 403(b) community has become the target of retirement plan fee litigation. Lawsuits have been filed against Duke, Johns Hopkins, MIT, NYU, UPenn, Vanderbilt, and Yale on behalf of plan participants. The complaints allege that the plan sponsors failed to monitor excessive

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Posted in Employee Benefit Plans

Insero and JC Jones Announce Strategic Alliance

Insero & Co. CPAs, LLP (Insero) and JC Jones & Associates, LLC (JC Jones) have announced the formation of a strategic alliance designed to enhance each firms’ service offerings. “This alliance is the result of years of working together on

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Posted in News

Insero & Co. and CDLM Merge

Insero & Co. CPAs (Insero) and Ciaschi, Dietershagen, Little, Mickelson & Company, LLP (CDLM) have merged as of January 1, 2016. The combined firm will operate under the Insero & Co. name, and employ more than 125 across five locations

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Posted in News