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K·Coe Isom Joins PrimeGlobal

By K·Coe Editorial | September 12, 2019
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K·Coe Isom LLP is excited to announce that it has joined PrimeGlobal Association’s North America region.   PrimeGlobal is among the strongest associations of independent accounting firms in the world, comprised of approximately 300 highly successful independent public accounting firms in 80 countries. PrimeGlobal provides its independent member firms with …

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wealth management

K·Coe Isom Formalizes Partnership with AmericanHort

By K·Coe Editorial | September 9, 2019
Reading Time: 2 minutes
K·Coe Isom is excited to announce its expanded partnership with AmericanHort and its green industry member businesses.  Following years of relationship-building with AmericanHort members, K·Coe Isom is now able to provide in-depth expertise and advisory for the challenges they face.   In a concerted effort to leverage resources and improve …

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Troubleshooting Your CMS’ Problem Areas: What to Know, Remedy, & Avoid

Troubleshooting Your CMS’ Problem Areas: What to Know, Remedy, & Avoid

By K·Coe Editorial | September 3, 2019
Reading Time: 2 minutes
Regulatory compliance is about preventing harm to the customer and other stakeholders. A solid Compliance Management System (CMS) is designed to keep this protection at the forefront of all members of your banking team. A CMS Breakdown in Compliance I’ve attended several compliance seminars, trainings, performed hands-on “boots on the …

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wealth management

K·Coe Isom Acquires Paragon

By K·Coe Editorial | September 3, 2019
Reading Time: 2 minutes
September 1, 2019 – K·Coe Isom, a national food and agriculture consulting and accounting firm, today announced the acquisition of Kansas-based ag advisory and commodity brokerage firm Paragon. The addition bolsters K·Coe Isom’s dedicated ag solutions with grain merchandising, customized farm marketing, and ag risk management plans to increase profitability …

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California’s Employee Classifications to Undergo Reevaluation with Approval of AB 5

California’s Employee Classifications to Undergo Reevaluation with Approval of AB 5

By K·Coe Editorial | June 4, 2019
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Reading Time: 2 minutes
With the approval of California’s Assembly Bill 5 – which classifies the recent Dynamex court decision to use stricter ABC testing for determining independent contractor status – many businesses could face consequences regarding employee classification under the new rules should it next pass in the state Senate. What is Assembly …

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wealth management

K·Coe Isom Announces Addition of Global Innovation Leader

By K·Coe Editorial | May 6, 2019
Reading Time: 2 minutes
May 6, 2019 – Food and agriculture consulting and accounting firm K·Coe Isom today announced the hiring of Matt Powell as Global Innovation Leader.  Powell is the co-founder of Agworld, a global innovator in farm management solutions, and has more than 20 years of professional experience in technology, SaaS, and …

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California Business Update: Harassment Laws and Requirements Have Changed

California Business Update: Harassment Laws and Requirements Have Changed

By K·Coe Editorial | April 16, 2019
Reading Time: < 1 minute
All California employers with at least five employees need to prepare for compliance under the new sexual harassment laws.  The new requirement states that employers must provide sexual harassment prevention training and education to all supervisory employees and non-supervisory employees in California by January 1, 2020. For further guidelines and …

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