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Blog

Underwater,empty,swimming,pool,background,with,copy,space
Posted in: Retirement Planning

Smaller companies: Explore pooled employer plans for retirement benefits

November 22, 2023 0

Smaller companies: Explore pooled employer plans for retirement benefits

Most businesses today need to offer a solid benefits package. Failing to do so could mean falling behind in the competition to hire and retain […]

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Two,young,business,people,analyze,the,results,and,discuss,them
Posted in: Financial Reporting & Assurance

Some businesses may have an easier path to financial statements

November 16, 2023 0

Some businesses may have an easier path to financial statements

There’s no getting around the fact that accurate financial statements are imperative for every business. Publicly held companies are required to not only issue them, […]

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Black background, green arrow with dollar bills above it and the words IRA Early Withdrawal
Posted in: 401(k) Plans

11 Exceptions to the 10% penalty tax on early IRA withdrawals

November 15, 2023 0

11 Exceptions to the 10% penalty tax on early IRA withdrawals

If you’re facing a serious cash shortfall, one possible solution is to take an early withdrawal from your traditional IRA. That means one before you’ve […]

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Illustration of a man sitting in a chair working on his laptop with a calculator, clipboard with the word TAX on it, a graph, and a notepad
Posted in: Tax Planning

Year-End Tax Planning Tips for Individuals

November 8, 2023 0

Year-End Tax Planning Tips for Individuals

As the holidays approach, it’s time to consider tax planning moves that will help lower this year’s tax bill, as well as set you up for […]

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the words restricted stock surrounded by cloud icons
Posted in: Tax Planning

What you need to know about restricted stock awards and taxes

November 7, 2023 0

What you need to know about restricted stock awards and taxes

Restricted stock awards are a popular way for companies to offer equity-oriented executive compensation. Some businesses offer them instead of stock option awards. The reason: […]

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Man,walking,through,a,busy,open,plan,office
Posted in: Cybersecurity

Businesses: Know who your privileged users are … and aren’t

November 3, 2023 0

Businesses: Know who your privileged users are … and aren’t

Given the pervasiveness of technology in the business world today, most companies are sitting on treasure troves of sensitive data that could be abducted, exploited, […]

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Bird nest with a gold egg in it and the words (k) plan to the left of it
Posted in: 401(k) Plans

Contributing to your employer’s 401(k) plan: How it works

October 31, 2023 0

Contributing to your employer’s 401(k) plan: How it works

If you’re fortunate to have an employer that offers a 401(k) plan, and you don’t contribute to it, you may wonder if you should participate. […]

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Audit,wording,with,magnifier,glass,on,red,background,among,white
Posted in: Business Planning & Consulting

What businesses can expect from a DOL benefits plan audit

October 25, 2023 0

What businesses can expect from a DOL benefits plan audit

All but the smallest businesses today are generally expected to offer employees “big picture” benefits such as health insurance and a retirement plan. Among the […]

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Roll of money inside a Life-saving ring on a wooden background
Posted in: General

Facing a future emergency? Two new tax provisions may soon provide relief

October 24, 2023 0

Facing a future emergency? Two new tax provisions may soon provide relief

Perhaps you’ve been in this situation before: You have a financial emergency and need to get your hands on some cash. You consider taking money […]

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Business,people,shaking,hands,,finishing,up,a,meeting
Posted in: Business Valuation

Valuations can help business owners plan for the future

October 18, 2023 0

Valuations can help business owners plan for the future

If someone was to suggest that you should have your business appraised, you might wonder whether the person was subtly suggesting that you retire and […]

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Side,profile,view,smiling,young,driver,smiling,businessman,man, S
Posted in: Tax Planning

Business automobiles: How the tax depreciation rules work

October 17, 2023 0

Business automobiles: How the tax depreciation rules work

Do you use an automobile in your trade or business? If so, you may question how depreciation tax deductions are determined. The rules are complicated, […]

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Payroll,taxes,.,multicolored,stickers,and,yellow,notepad,with,notepad
Posted in: Payroll

A refresher on the trust fund recovery penalty for business owners and executives

October 11, 2023 0

A refresher on the trust fund recovery penalty for business owners and executives

One might assume the term “trust fund recovery penalty” has something to do with estate planning. It’s important for business owners and executives to know better. […]

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