News & Articles

  • Amplifying Collaboration - Unlocking the Power of Feedback for Stronger Board Relations (Part 1)

    Amplifying Collaboration: Unlocking the Power of Feedback for Stronger Board Relations (Part 1)

    Chad Porter, CPA, CFE CEO Building strong relationships within a board of directors is crucial for the success of any organization. One effective way to

  • Guiding Your Housing Authority's Success - The Art of Hiring an Exceptional Executive Director (Part 1)

    Guiding Your Housing Authority’s Success: The Art of Hiring an Exceptional Executive Director (Part 1)

    Cole Monroe, MA, CPA Senior Manager Hiring an exceptional Executive Director is crucial for the success of your Housing Authority. This key leadership position requires

  • Paving the Path to a Seamless Transition - The Importance of Retirement & Succession Planning for Leadership Positions (Part 1)

    Paving the Path to a Seamless Transition: The Importance of Retirement & Succession Planning for Leadership Positions (Part 1)

    Douglas Englehart, MSA, CPA Principal This article highlights the significance of retirement and succession planning, emphasizing their benefits and key considerations for effective management of

  • Unleashing the Power Within - How Balanced Scorecards Ignite Employee Motivation (Part 1)

    Unleashing the Power Within: How Balanced Scorecards Ignite Employee Motivation (Part 1)

    Hannah Baldwin, SHRM-CP, Lean Six Sigma Green Belt, PAFM Firm Administrator Employee motivation is a key driver of HA success. Housing Authorities are using Balanced

  • HUD Announces $30.3 Billion for Housing Authorities

    HUD Announces $30.3 Billion for Housing Authorities

    The U.S. Department of Housing and Urban Development (HUD) today announced the availability of $30.3 billion for the Housing Choice Voucher (HCV) Program for 2023.

  • HUD-accounting-services

    Smith Marion & Co and HUD accounting services: Understanding the relationship between our firm and HUD

    One reason Smith Marion & Co. stands out from other accounting firms is that we proudly offer specialized auditing and review services to ensure that HUD accounting requirements for housing

  • 2023 Retirement Plan Limits for 401(k) and IRA

    2023 Retirement Plan Limits for 401(k) and IRA

    Retirement planning is an important aspect of financial management, and as we head into 2023, it’s essential to know the latest contribution limits for retirement

  • How the Solar Energy Credit Can Benefit Your Tax Returns

    How the Solar Energy Credit Can Benefit Your Tax Returns

    Solar panels have emerged as a popular alternative source of energy as people seek sustainable ways of living. The federal government supports this effort by

  • A specialist CPA in glasses with long, curly hair preparing an accurate and compliant California trust accounting for a trustee.

    Common Trust Accounting Mistakes to Avoid

    Trust accounting is an essential form of protection for beneficiaries and trustees alike. Working with an expert in probate accounting like Marcia L. Campbell ensures

  • A CPA in a dress shirt with long hair utilizing trust accounting basics to conduct an accurate and comprehensive trust accounting.

    Trust Accounting Basics and Tips for New Trustees

    Trust accounting is an essential component of managing a trust that keeps beneficiaries in the loop and minimizes the chances of costly disputes. An accounting

  • A couple avoiding common tax mistakes after learning all the changing requirements of tax filing for seniors.

    Tax Filing for Seniors: Common Tax Mistakes to Avoid

    With age comes changes that impact all aspects of life, including tax obligations. However, these changes are no excuse not to prepare and file taxes

  • Two children playing with a guitar, content because of probate guardianship that has ensured they are safe, healthy, and happy.

    What is Probate Guardianship in California?

    Life is a road with unforeseeable twists, turns, obstacles, and detours that children are ill-equipped to navigate. However, certain situations can sometimes leave them without

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