Guidance for Growth

Advisory Watch2024-06-20T13:55:38-04:00

Form 990-Series: A Guide for Tax-Exempt Organizations

Tax-exempt organizations operating on a calendar year-end (December 31) are reminded to prepare their Form 990-series returns or secure an extension before the May 15th deadline. Timely submission is essential to uphold tax-exempt status and ensure compliance with IRS regulations.

May 1, 2024|Categories: Not-for-Profit|Tags: |

How to Read and Rely on a SOC 1 Report as a Government Contractor Plan Sponsor of an Employee Benefit Plan

Understand how to read and rely on a SOC 1 report as a Government Contractor Plan Sponsor of an Employee Benefit Plan.

April 29, 2024|Categories: Employee Benefit Plans, Government Contracting|Tags: |

The journey to 2025 tax reform begins

House Ways & Means Committee Chairman Jason Smith (R-MO) and House Tax Subcommittee Chairman Mike Kelly (R-PA) recently announced the formation of 10 "Committee Tax Teams". Each team will address key tax provisions from the 2017 Tax Cuts and Jobs Act (TCJA) that are set to expire in 2025 and identify legislative solutions.

April 29, 2024|Categories: Tax: Individual, Tax: International|Tags: , |

Can You Replace a SIMPLE IRA Plan with a 401(k) Plan Mid-Year?

There are several reasons to replace a SIMPLE plan with a 401(k) Plan. Learn how it can provide greater deferral limits, a vesting schedule for discretionary employer contributions, and plan design flexibility.

April 24, 2024|Categories: Employee Benefit Plans|Tags: |
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The content of these articles are accurate as of the date noted below each article. Always ensure you are reviewing the most recent information available. Contact your tax advisor if you need clarification.

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