Rory Satkoski

[Rory Satkoski @RorySatkoski]

AI continues to be one of the biggest topics in conversations with business leaders. This article offers a thoughtful perspective on how accounting firms are approaching AI adoption and where the greatest opportunities exist today. https://t.co/44e3NZQSHM

[Rory Satkoski @RorySatkoski]

As organizations grow, retirement plan responsibilities can become more complex. One area that often catches employers by surprise is when an employee benefit plan audit becomes required. It's worth a read.

#EmployeeBenefitPlans #401k #LBMC https://t.co/mKLXb7nk3u

[Rory Satkoski @RorySatkoski]

Proud to celebrate Bill Meyer, Shareholder and Kentucky Market Leader, on being named to Forbes' 2026 America's Best-In-State CPAs list.

Congratulations, Bill, on this well-deserved recognition.

#LBMC #KentuckyBusiness #ForbesBestInStateCPAs #Leadership

[Rory Satkoski @RorySatkoski]

Proud to see Tory Stanley recognized as a 2026 Louisville Business First Best in Finance honoree. Well deserved.

Looking forward to celebrating Tory and his fellow honorees on July 21.

#BestInFinance #LouisvilleBusinessFirst #Leadership

[Rory Satkoski @RorySatkoski]

AI is not a technology decision, but a leadership strategy. This is a perspective worth considering for any business exploring AI. Read more.

#AI #Leadership #DigitalTransformation #BusinessStrategy https://t.co/sNO4nms4IW

[Rory Satkoski @RorySatkoski]

Employee benefit plan audits aren't just a compliance exercise anymore.

As DOL and IRS scrutiny increases, audit quality can directly impact fiduciary risk, filings, and regulatory exposure. Learn more.

#EmployeeBenefits #ERISA #Audit https://t.co/7WVYn9bS6G

[Rory Satkoski @RorySatkoski]

Does your rental real estate activity qualify for the Section 199A deduction? The safe harbor rules could be the key.
https://t.co/AlYyfJeTOI https://t.co/Wiz90VarEb

[Rory Satkoski @RorySatkoski]

How are healthcare organizations balancing workforce challenges with retirement plan compliance? SECURE 2.0, eligibility tracking, contribution limits, and reporting remain key focus areas in 2026.

#HealthcareHR #SECURE20 https://t.co/PhrQiMzwBy

[Rory Satkoski @RorySatkoski]

Are administrative demands pulling providers away from patient care? Many healthcare organizations are exploring MSO models to improve operational efficiency and reduce complexity. Learn more.

#HealthcareLeadership #MSO https://t.co/vCFGxLKnJw

[Rory Satkoski @RorySatkoski]

If you’re in the software industry, this is worth a look: Tennessee’s court says SaaS licenses aren’t subject to business tax. This could mean refunds and reduced tax exposure for many companies.

#TaxCompliance #SaaS #Technology #BusinessTax https://t.co/qAFmTToWvj

[Rory Satkoski @RorySatkoski]

Growth creates opportunity, but it also increases 401(k) compliance responsibilities. For technology companies, staying ahead of plan governance, audits, and regulatory changes can help avoid costly surprises.

#Benefits #401k #TechLeadership https://t.co/olKxI9KQ3j

[Rory Satkoski @RorySatkoski]

Healthcare employers already manage complex employee data across HR, payroll, benefits, and vendor platforms. As CCPA and CPRA requirements evolve, privacy governance is becoming a key operational priority.

#HealthcareCompliance #DataPrivacy https://t.co/KFdt7biAzg

[Rory Satkoski @RorySatkoski]

AI isn't a technology problem. It's an execution challenge. Technology leaders creating the most value today are aligning people, data, and operations to drive better decisions and stronger outcomes.

#AI #Technology #Leadership #PrivateEquity https://t.co/gzRni5seeN

[Rory Satkoski @RorySatkoski]

AI is changing how accounting gets done—making work faster, more accurate, and more insight-driven. That means better service, stronger risk management, and more time focused on helping clients make smarter decisions and grow.

#AI #Accounting https://t.co/IK4TS570iA

[Rory Satkoski @RorySatkoski]

This article highlights what’s changing in the advisory space and why it matters for leaders navigating growth and complexity. Take a look.

#BusinessAdvisory #Leadership #MiddleMarket https://t.co/yFb6ZvgrBW

[Rory Satkoski @RorySatkoski]

CMMC isn’t just compliance. It’s a business decision. Start with strategy, not tools. Scoping mistakes can cost time, money, and contract eligibility.

#CMMC #Cybersecurity #GovCon https://t.co/ydbMy1QbbD

[Rory Satkoski @RorySatkoski]

Excited to see Laura McGregor recognized as a 40 Under 40 honoree by the Nashville Business Journal. Well deserved & a great reflection of the impact she’s making in healthcare. This piece also highlights why healthcare audit services matter. https://t.co/Is0pYwz9B6

[Rory Satkoski @RorySatkoski]

Multiple certifications. One strategy. An integrated ISO approach reduces duplication and keeps teams focused. Learn more:
https://t.co/RLF9gP5hHi

#ISO #Compliance #Cybersecurity https://t.co/bd0C4awN27

[Rory Satkoski @RorySatkoski]

Your finance team is sitting on both risk and revenue in its data. AI is changing how CFOs think about controls, forecasting, and growth. More in this feature from LBMC’s AI team.

#AIinFinance #CFO #FinancialTransformation https://t.co/rPP0yEhlZB

[Rory Satkoski @RorySatkoski]

Here are some HUD compliance reminders to help multifamily housing projects stay compliant and audit-ready throughout the year.

A helpful checklist if you’re preparing for your next HUD audit. Read more.

#Audit #HUD #Compliance #RealEstate https://t.co/t1QBpScnZa