Tag Archives: Karin Smith

Turning the Calendar to 2026: Key Payroll Updates Every Employer Needs to Know

As we step into 2026, payroll teams have a fresh set of deadlines and compliance updates to ensure they are followed.  From W-2 reporting requirements to new contribution limits, here is a breakdown of what employers should be preparing for.  … read more >

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Karin M. Smith, MBA, SFO, CFE

Areas of Expertise: School district and governmental finance and operations Trainings for client personnel Identifying efficiencies for school districts Popular Annual Financial Report submissions to GFOA for awards Meritorious Budget Award reviews Professional Accomplishments: Recipient of the 2023 AASBO Chuck … read more >

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Calendar Year End Reminders

As we turn the calendar to a new year, there are several calendar year end reminders to bump to the top of your to-do list.  Payroll Reminders and Updates W2’s must be filed with the Social Security Administration and mailed … read more >

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Tackling Long Range Budget Planning in the School District Environment

As we turn the calendar to January 2023, budget planning for fiscal year 2024 moves up on the priority “To Do” list.  Aggregate Expenditure Limitation (AEL) challenges are glaring at Arizona school districts, which can make budget planning for the … read more >

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ESSER I Moves into the Rearview Mirror

News Alert…ESSER I has come to an end!  This is a bit hard to believe, yet at the same time, feels like it has been an eternity since the pandemic began.  ESSER I, the first infusion of resources dedicated to … read more >

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Hidden Gems (or Boulders!) Found in the 2021 Legislative Session

The legislative session of 2021 was like no other in recent history.  The session lasted a record 171 days going down to the wire on June 30, 2021.  During the 2021 session, 1,774 bills were introduced and 474 bills passed … read more >

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Changes to the 1099 Form for 2020

I think we can all agree we are ready for 2020 to come to an end!  With calendar year end brings certain tax-related filings.  Most entities will be filing W2s to report their employees’ wages and taxes and 1099s for … read more >

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