We have tax professionals who understand credit unions. They stay on top of regulatory and legislative issues as well as trends. Therefore, they will come to your engagement knowing that unrelated business income tax (UBIT) reported on Form 990-T is a hot issue.
Plante & Moran auditors have been serving credit unions for decades, so you can rely on them to know the risks and opportunities you face. You can also depend on them to offer more than compliance. Our credit union accounting and auditing team will provide meaningful recommendations for efficiency and control improvements as part of their audit reports.
The internal audit team will use a methodology that focuses on processes and procedures as well as transactional-based testing. To provide an evaluation of the control environment, it is essential to understand and evaluate the design of the processes and procedures. In addition, our internal audit team will use transactional-based testing to validate that the processes and procedures function effectively.
Our real estate advisors are accustomed to helping credit unions with their real estate strategies. Each comes with a unique and complicated set of objectives and challenges. Whether it’s a corporate headquarters or branch location, our real estate advisors have the comprehensive expertise necessary to help you manage the entire project.
The Plante & Moran regulatory compliance consulting professionals can help you sift through the regulations and decide which ones your credit union has to comply with and the best way to comply. Our regulatory compliance consulting services will help you simplify, thereby minimizing the impact and maximizing the benefits.
If you are like most credit unions, you know several years in advance that your CEO is going to retire. Have you considered that replacing him or her might be a difficult task?
