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What does SECURE 2.0 mean for small employers?

What does SECURE 2.0 mean for small employers?

SECURE 2.0 changes retirement plan rules for small employers with 100 or fewer employees.
Why adding children to your bank account or home deed could be a bad idea

Why adding children to your bank account or home deed could be a bad idea

Adding your kids to your bank account or home deed can create a host of legal, financial, and tax issues that can leave you and your loved ones vulnerable to significant risks and losses. Learn about the issues and alternative solutions to help you achieve your estate planning goals.
Retirement plan changes for long-term, part-time employees

Retirement plan changes for long-term, part-time employees

SECURE 2.0 changes the rules for how long-term, part-time employees are treated for purposes of 401(k) and 403(b) retirement plans.
Making audit make sense

Making audit make sense

For too many boards, the audit committee remains a catch-all for issues that don't seem to fit elsewhere. A roundtable discussion.
Income tax provision considerations for financial statement preparers

Income tax provision considerations for financial statement preparers

Financial statement preparers should consider the impact of new tax laws and regulations on income tax calculations and disclosures in their 2022 financial statements.
Cautionary tale: Owner personally liable for sales tax

Cautionary tale: Owner personally liable for sales tax

A New York administrative law judge found an owner to be a responsible person and personally liable for unpaid sales and use taxes.
Managing health care with digital acceleration

Managing health care with digital acceleration

Join our discussion on business challenges health care organizations face and ways technology can streamline operations and systems.
Afraid to Outsource Accounting? Don’t Be

Afraid to Outsource Accounting? Don’t Be

Some businesses remain afraid of outsourcing. There is nothing to fear and much to gain from hiring an experienced CPA firm that offers multiple levels of oversight.
Tax year 2022 brings more changes to international tax reporting

Tax year 2022 brings more changes to international tax reporting

Understand how the IRS is changing tax compliance for taxpayers with international activity for 2022.
IRS releases fact sheet regarding residential energy credits

IRS releases fact sheet regarding residential energy credits

A recent IRS fact sheet explains tax credits for energy efficient home improvements residential energy property.
Key takeaways for employers under the SECURE 2.0 Act of 2022

Key takeaways for employers under the SECURE 2.0 Act of 2022

SECURE 2.0 Act significantly changes the tax rules governing qualified retirement plans and individual retirement accounts (IRAs).
Health care and cybersecurity insurance: The importance of understanding your organization’s coverage

Health care and cybersecurity insurance: The importance of understanding your organization’s coverage

Cyber insurance could be a way to protect health care organizations from costly threats, but there's much to consider about this coverage.
With no year-end tax package, businesses face unfavorable changes

With no year-end tax package, businesses face unfavorable changes

Businesses must contend with several unfavorable tax changes after no significant business tax provisions appeared in a year-end omnibus package.
4 Tips for Year-End Inventory

4 Tips for Year-End Inventory

We offer four tips to help small businesses conduct year-end inventory effectively and capitalize on the latest tax strategies.
What you need to know about tax nexus

What you need to know about tax nexus

Understanding nexus is essential for determining a company's tax obligations. However, many businesses are unaware of what establishes nexus and thus are unaware of their tax obligations. Learn about tax nexus and how it may affect your company.