On the Road to Increasing the Recovery of Travel Expenses

Travel expenses, while they may not be one of your largest costs, depending on your contractual requirements, could easily be one of the most scrutinized [...]

How Nonprofits Can Treat “Founder’s Syndrome”

Of the many afflictions that can impede a not-for-profit’s growth, one of the more deadly is “Founder’s Syndrome.” This occurs when a single individual — [...]

2018-08-15T20:23:15-04:00December 15, 2016|Categories: Business Advisory, Consulting, Not-for-Profit|Tags: , , |

Retirement and Late 401(K) Deposits Are a Big Deal

Dear Anna, Question:  So we recently changed payroll companies and I just found out the new company hasn’t been remitting the employee 401(k) plan amounts [...]

A Look at President-Elect Trump’s Tax Plan

President-elect Donald Trump’s tax reform plan was released earlier this year. The affects on businesses include: Reducing the top corporate income tax rate from 35% [...]

Employers: January 2017 Is Busier Than Ever with New Due Dates

December and January are undoubtedly busy times for businesses with closing out their calendar years, gathering documentation for their accountants, tax preparers, and auditors, and [...]

Board Development Imperative to a Not-for-Profit’s Future

Our world is changing at a record pace, particularly here in the United States.  As a result nonprofit organizations need to plan accordingly, not only [...]

2021-04-22T15:24:24-04:00October 5, 2016|Categories: Business Advisory, Not-for-Profit|Tags: , |

The New DOL Fiduciary Rule – What Plan Sponsors Need to Know!

The U.S. Department of Labor (DOL) published its long awaited and highly controversial final rule on April 6, 2016, which addresses when a person is considered a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA), when providing investment advice to a Plan, its participants and beneficiaries.

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