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News & Updates
The Ins and Outs of IRAs
Feb 1, 2022
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Tax & Estate Planning
Traditional IRAs and Roth IRAs have been around for decades and the rules surrounding them have changed many ...
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Don’t Ignore These 3 Key Accounting and Regulatory Changes in 2022
Jan 31, 2022
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News
With 2022 well under way, resolutions set in the New Year are rapidly falling to the wayside for ...
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EBSA increases penalties for ERISA violations
Jan 28, 2022
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Employer Benefits
Any employer that sponsors a pension plan or a qualified retirement plan, such as a 401(k), is undoubtedly ...
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Does your trust need protection?
Jan 27, 2022
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Tax & Estate Planning
Designing an estate plan can be a delicate balancing act. On the one hand, you want to preserve ...
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What your nonprofit needs for a successful capital campaign
Jan 26, 2022
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Non Profits
Many nonprofits have put major purchases and other ambitious initiatives on hold during the pandemic. But if you ...
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Smooth sailing: Tips to speed processing and avoid hassles this tax season
Jan 25, 2022
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Tax & Estate Planning
The IRS began accepting 2021 individual tax returns on January 24. If you haven’t prepared yet for tax ...
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Governmental Newsletter January 2022: GFOA Announces New Certificate of Achievement Program Submission Requirement
Jan 25, 2022
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News
The Government Finance Officers Association (GFOA) has recently notified Certificate of Achievement for Excellence in Financial Reporting (COA) ...
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Is your construction company at risk for employee misclassification?
Jan 25, 2022
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Construction
The classification of workers as independent contractors or employees has significant implications — both tax and nontax — ...
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Close-up on the cost approach
Jan 24, 2022
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Valuations
The cost (or asset-based) approach to valuing a business focuses on the balance sheet. This financial statement reports ...
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How to look for missing 401(k) plan participants
Jan 21, 2022
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Employer Benefits
It’s a common problem every year. Employers discover that, when their 401(k) plans must make required minimum distributions, ...
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Smart state and local tax strategy delivers big payoffs for small and mid-sized businesses
Jan 20, 2022
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Articles
,
Resources
,
SALT
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Tax & Estate Planning
The average citizen tends to think of taxes almost exclusively in terms of federal obligations, but every business ...
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Educate your children on wealth management
Jan 20, 2022
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Tax & Estate Planning
If you’ve worked a lifetime to build a large estate, you undoubtedly would like to leave a lasting ...
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