Brady Ware & Company

10/29/2026

Securing Your Duty Recoveries: Important U.S. Customs Phase 3 Refund Updates

Managing Phase 3 tariff refunds requires strategic alignment and exact portal data submissions. U.S. Customs and Border Protection is actively expanding access on a rolling schedule for importers seeking refunds on finally liquidated shipments.

Because access opens in stages based on when your Importer of Record numbers were submitted, staying informed on current rolling cut-off dates and administrative requirements is critical to protecting your cash flow. Our latest overview breaks down active Court of International Trade requirements, portal submission steps, and essential ACH setup rules.

Read the full update to ensure your business remains compliant and positioned to recover capital: https://buff.ly/XEItOxR

U.S. Customs uses a rolling schedule for Phase 3 tariff refunds covering finally liquidated shipments.

10/27/2026

Maximizing grant funding requires accountability without the heavy price tag of a full audit.

An Agreed-Upon Procedures (AUP) engagement provides non-profits and grantors with targeted, independent validation on specific financial data.

⏺️ Customized Testing: CPAs perform targeted tests tailored directly to the funder’s specific compliance rules.

⏺️ Factual Findings: Get clear, objective facts without paying for a full-scope financial statement audit.

⏺️ Funder Confidence: Deliver the precise evidence grantors need to ensure funds are spent appropriately and efficiently.

Whether you're managing high-impact grant funding or satisfying strict oversight requirements, an AUP provides non-profits with actionable clarity while controlling costs.

Geoff Forgie discusses how a customized AUP can strengthen your grant compliance strategy here: https://buff.ly/GxQesXE

10/26/2026

Our Take Five Nonprofit Conference scheduled for Tuesday, October 27, has been postponed for a future date due to an emergency. Please stay tuned for further information. Thank you!

10/26/2026

Is your business eligible for import duty reimbursements following recent federal court decisions?

Recent rulings including Supreme Court precedents and new class action certifications from the Court of International Trade have expanded eligibility for importers to claim unlawful emergency tariff refunds:

📦 Streamlined Refunds: Federal courts are approving class-wide frameworks to help importers recover funds automatically without initiating thousands of costly, separate lawsuits.

📦 Broader Eligibility: Even businesses with liquidated entries or those that missed initial administrative deadlines may now have a viable path to recovery.

📦 Minimized Litigation Costs: Class-action relief helps middle-market importers and small businesses secure total duty recovery while avoiding heavy individual legal fees.

Jin Lim covers this and more in his article on IEEPA tariff refunds. Reach out to him directly or catch his article here: https://buff.ly/DKeTQaG

10/23/2026

Ensuring client deadlines are met then enjoying TopGolf to blow off some post-10/15 steam. 🏌️

10/22/2026

Looking to maximize cash flow for your manufacturing operations?

If you are currently building, expanding, or retrofitting a facility, leveraging both strategies concurrently can significantly reduce your tax burden and unlock capital for future growth.

Combining R&D Tax Credits with Cost Segregation offers middle-market manufacturers a powerful, dual-engine tax strategy.

⚪️ R&D Tax Credits: Offset current-year tax liability by claiming labor and materials used to design and test specialized production or lab spaces.

⚪️ Cost Segregation: Accelerate depreciation on the physical building components and specialized infrastructure of those same facilities.

Jake Gentile covers this in his recent article. Check it out here or connect with Jake to explore how these overlapping strategies apply to your next facility project.

https://buff.ly/WrJkyYX

10/21/2026

Time is running out to register! ⌛

October 27 is right around the corner, and seats are filling up fast for "The Case for the Cause: Writing Powerful Needs Statements that Move Funders."

If you want to move grant reviewers to action, you need more than raw statistics—you need a clear, compelling case for why your project matters right now. Led by Andrea Hoff, MPA, GPC, OCPC, ICPS, who has raised nearly $60 million for health and human services, this practical workshop will teach you how to master the 3 key elements of an effective needs statement, connect data to real community impact, and write proposals that secure funding.

Don't wait until registration closes. Secure your spot today and get ready to elevate your organization's grant strategy!

REGISTER TODAY: https://buff.ly/46fZ7ac

10/20/2026

Are hidden costs eroding your A/E firm's government contract profits? 🏗️📊

Under Federal Acquisition Regulation (FAR) Part 31, unallowable costs cannot be included in overhead calculations. That means they come straight out of your bottom-line profits. If unallowable expenses are not proactively tracked and managed, they will distort your financial forecasts, drain cash flow, and quietly kill your margins on public projects.

Read our latest breakdown on how to identify these expenses, stay compliant, and protect your hard-earned earnings:👉 https://buff.ly/PlBf5Bw

10/19/2026

Is your retirement plan audit revealing compensation discrepancies?

When payroll systems exclude earnings — bonuses, commissions, or overtime — included in your legal plan document, it creates a systemic operational failure that can jeopardize your plan's qualified tax status.

Key steps to protect your plan:

🔄 Code-by-Code Reconciliation: Audit each pay-code against your legal plan definitions.

🔄 Leverage the IRS EPCRS: Use the Self-Correction Program (SCP) or Voluntary Correction Program (VCP) to fix operational mistakes proactively.

🔄 Align Pre-Audit: Testing your payroll setup before an audit reduces costly corrective employer contributions.

🔄 Proactive compliance is always more cost-effective than reactive correction. Reach out to our team to ensure your employee benefit plan remains fully compliant.

Read more here: https://buff.ly/jxBADuo

10/15/2026

Is outdated machinery quietly tanking your manufacturing company's valuation? ⚙️📉

Book value rarely reflects real-world market utility. A machine might still run smoothly, but its true valuation often tells a different story.

Valuation experts look beyond historical accounting numbers by factoring in functional obsolescence, economic obsolescence, and automation cycles.

Calculating true fair market value — not just what's on the balance sheet — is critical whether you're preparing for M&A, securing asset-backed financing, or updating financial reporting.

Brady Ware's Aubrey Glazman covers how to start with understanding true asset worth to get an accurate valuation here: https://buff.ly/rGH3ien