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Our take on all things financial.
Employers: Stay Mindful of your Non-Employee Reporting Obligations
As an employer, you’re no doubt well aware of your responsibility to withhold employment taxes — such as Social Security, Medicare and income taxes — from employees’...
Should You Consider A Psychiatric Advance Directive?
Many people include health care powers of attorney or advance directives in their estate plans so they have some influence over critical medical decisions in the event they’re...
Inbound vs. Outbound: Balancing Your Company’s Sales Strategies
It might sound like the lingo of air traffic controllers — inbound vs. outbound. But businesses of all types must grapple with these concepts and their associated challenges when...
Save for Retirement by Getting the Most Out of Your 401(k) Plan
Socking away money in a tax-advantaged retirement plan can help you reduce taxes and help secure a comfortable retirement. If your employer offers a 401(k) or Roth 401(k),...
How AI and Machine Learning Help Fight Fraud
The biannual Association of Certified Fraud Examiners “Report to the Nations” has repeatedly concluded that the longer fraud schemes remain undetected, the greater the losses for...
2023 Q1 Tax Calendar: Key Deadlines for Businesses and Other Employers
Here are some of the key tax-related deadlines affecting businesses and other employers during the first quarter of 2023. Keep in mind that this list isn’t all-inclusive, so...
2023 Limits and Thresholds for 401(k)s and Other Qualified Retirement Plans
The IRS recently announced the 2023 dollar limits and thresholds for qualified retirement plans, reflecting the latest cost-of-living adjustments. Here are some relevant amounts...
In your own words: A letter of instruction complements a will
A smart estate plan should leave no doubt as to your intentions. Writing a letter of instruction can go a long way toward clearly communicating all of your thoughts and wishes....
Timing is everything when it comes to accounting software upgrades
“Well, it still works, and everyone knows how to use it, but….” Do these words sound familiar? Many businesses stick with their accounting software far too long for these very...