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: |

“Greatest of All-Time” Internal Revenue Code Sections

After 38 years serving hundreds of U.S. taxpayers, Tax Partner Sean O’Connell shares his “Greatest of All Time” top 10 list of Internal Revenue Code Sections – all of which are still in effect.

2023-12-01T08:08:58-05:00November 1, 2023|Categories: Tax: Business, Tax: Exempt Organizations, Tax: Individual|Tags: |
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