News
Our take on all things financial.
Employers: Don’t Overlook Legislative Changes Affecting Group Health Plans
Late last year, the Consolidated Appropriations Act, 2023 (CAA 2023) was signed into law. There's been much of the discussion about this massive spending package. It has centered...
A Single Parent’s Estate Plan Should Address Specific Circumstances
According to the Pew Research Center, nearly a quarter (23%) of U.S. children under the age of 18 live with one parent. This is more than three times the share (7%) of children...
Getting into Data Analytics Without Breaking the Bank
Most business owners would probably agree that, in today’s world, data rules. But finding, organizing and deriving meaning from the terabytes upon terabytes of information out...
2023 Tax Calendar
To help you make sure you don’t miss any important 2023 deadlines, we’ve provided this summary of when various tax-related forms, payments and other actions are due. Please...
Tax-Wise Ways to Save for College
If you’re a parent or grandparent with college-bound children, you may want to save to fund future education costs. Here are several approaches to take maximum advantage of the...
Have You Gotten the Most Out of the Employee Retention Tax Credit (ERC)?
The Employee Retention Tax Credit (ERC) is a great and often overlooked tax credit. Don’t miss your chance to get a potentially substantial tax credit for those who qualify....
SECURE 2.0 Brings Changes to Employer-Provided Retirement Plans
On December 29, 2022, President Biden signed the Consolidated Appropriations Act of 2023 into law. This massive year-end “omnibus” spending package includes an important new law:...
Update on Remote Auditing
Remote work became a buzz topic when the United States went into lockdown mode in 2020 to combat the effects of COVID-19. Like many companies, audit firms quickly shifted to...
Unused PTO a Problem? Consider a Contribution Arrangement
A new year has arrived. For many businesses, this means employees’ paid time off (PTO) arrangements have reset. And at companies with “use it or lose it” policies, workers have...