When Healthcare Providers Outsource the Accounting Function

Learn more about how outsourcing accounting in various areas of the healthcare industry is providing a variety of benefits — from cost savings to improving the quality of care.

2023-11-30T11:52:25-05:00November 30, 2023|Categories: Cloud Accounting, Healthcare|Tags: |

Whitepaper | Financial Planning Issues to Consider Before Year’s End

Tracking numerous deadlines and avoiding missed financial planning opportunities can be challenging during the end of the year. Use this checklist of issues to consider.

2023-11-27T12:52:27-05:00November 27, 2023|Categories: Estate and Trust, Wealth Management, Whitepaper|

Best Practices: Assess Investment Portfolio Risk and Return Using Benchmarks

In this article, we’ll discuss recommendations from the Government Finance Officers Association (GFOA) about best practices for measuring portfolio risk and return against market indexes and benchmarks.

2023-11-16T16:00:05-05:00November 16, 2023|Categories: Audit & Assurance, State and Local Government|Tags: |

IRS Delays Roth Catch-Up Contribution Rule

The IRS has delayed the new Roth catch-up contribution rule for high earners until 2026. This change provides a strategic window for retirement planning, especially as fewer than 20 percent of eligible employees still don’t utilize catch-up contributions.

2023-11-15T17:53:25-05:00November 15, 2023|Categories: Retirement, Tax: Business|Tags: |

Navigating the Compliance Maze: A Government Contractor’s Guide to 401(k) Nondiscrimination Testing

As a government contractor, it is vital to possess a comprehensive understanding of the regulations governing 401(k) plans and the intricacies of nondiscrimination testing. While these retirement savings plans are commonly offered by employers, it is imperative to meet specific requirements to maintain their tax-deferred status.

2023-11-15T17:51:08-05:00November 14, 2023|Categories: Government Contracting, Retirement|Tags: |
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