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Internal Control Tip: Using Co-Ops

June 2019 We live in the world of Prime, which means many of us have traded in extreme couponing for convenient one-click shopping from your couch.  Whenever it comes to making purchases from cooperatives (co-ops), they have already done much of the extreme couponing for you.  This is why many of us might think we can go straight to a cooperative to make a purchase whenever we need something.
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Robert Allen

Are Small Companies More Risky Than Large Companies?

June 2019
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Celina Miller CWA Headshot

Internal Control Tip: Managing Your Vendor List

June 2019 The reason districts have internal controls is to address the “What Could Go Wrong?” question.
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Celina Miller CWA Headshot

Internal Control Tip: The Schedule of Expenditures of Federal Awards

June 2019 Federal programs assist school districts and charter schools to carry out supplemental programs for its students. Without some of these federal grants, schools would not be able to speak about student success stories.
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Internal Control Tip: Cybersecurity

May 2019 Cybersecurity and internal controls over information technology is becoming increasingly more important as information is stored digitally, data processing is automated, and more frequently third parties are engaged to access or manage information for your business.
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Celina Miller CWA Headshot

Internal Control Tip: Electronic Payments

May 2019 Do you start adding up your retirement points every time you hear about a school district or other government was duped into wiring a six or seven digit sum to the wrong account and never to be seen again?
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Buy-Sell Agreements: Concluding Thoughts

May 2019
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Celina Miller CWA Headshot

Internal Control Tip: Student Attendance Checklist

May 2019 What goes through your mind when you read this statement from the Texas Education Agency’s Student Attendance Accounting Handbook (SAAH) Section 1.2?
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Internal Control Tip: Controls Over Financial Super Users and User Rights

May 2019 Managing system access controls is a critical activity that will contribute to mitigating the opportunity for fraud.
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Celina Miller CWA Headshot

Internal Control Tip: What's in Your Bank Account?

April 2019 From millions of dollars in state aid, property taxes and grants receipts to millions of dollars in disbursements for payroll and accounts payable, we should invoke our hawk-like behavior, especially if you are responsible for reconciling your bank accounts.
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Dan Hernandez CWA Headshot

Internal Control Tip: Monitoring Summary of Finances

April 2019 To say that the State of Texas School Finance system is complex, is an understatement. Now imagine if your district only monitored the Texas Education Agency’s (TEA) Summary of Finances (SOF) a couple of times a year.
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Internal Control Tip: Reimbursement Requests for Federal Funds

April 2019 Timely reimbursement requests for federal grants are very important to school districts, especially for cash flow purposes. And, even though drawing down funds is only a click away, it’s critical that school districts have written policies and procedures over the draw down process.
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Buy-Sell Agreements, Part 6:  How Will the Value be Determined?

Buy-Sell Agreements, Part 6: How Will the Value be Determined?

April 2019
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Internal Control Tip: The Importance of Written Controls and Procedures

April 2019 Written control/procedure documents are essential to a high-functioning operation.
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Buy-Sell Agreements: Does the Buyout’s Funding Mechanism Impact the Value?  

March 2019
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Buy-Sell Agreements: What to Value, the Whole Company or a Partial Interest

February 2019
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Buy-Sell Agreements Part 3: When Should the Value be Measured?

February 2019
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Mergers and Acquisitions

Buy-Sell Agreements: What Type of Value Estimate is Required?

January 2019
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Robert Allen

Does Your Buy-Sell Agreement Raise More Questions Than it Answers?

January 2019
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What Family Lawyers Should Know About the Tax Cuts and Jobs Act

December 2018 The Tax Cuts and Jobs Act (“TCJA”) was one of the most sweeping changes to the tax code in the last 30 years. Here is what you should know to help your clients understand how the TCJA will affect them.
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