Whitepaper | Financial Planning Issues for Business Owners
To better understand how entrepreneurship might impact your financial goals, consider the tax implications, insurance requirements and more. Use this checklist as a guide.
Welcome to the Future of Fraud Fighting
This series of articles will delve into the insights, trends, and best practices shared at the 35th Annual Fraud Conference in Las Vegas, providing a comprehensive overview for those dedicated to fighting fraud.
Automatic Enrollment in a Retirement Plan – Part 1
Learn about the Pension Protection Act which allows for automatic enrollment in a 401(k) Plan and the pros and cons involved.
Pros and Cons of Buying a Franchise
When deciding between buying a franchise or starting an independent business, consider your long-term vision for your business. In this guide, learn about the pros and cons of buying a franchise.
Meeting the DOL’s Requirements for Timely Deposits of Employee Deferrals
Understand the importance of meeting the Department of Labor's requirement for timely deposits of employee deferrals.
SECURE 2.0 Act – New Retirement Plan Distribution Options
Discover how SECURE 2.0 Act provides more flexibility for retirement plan participants.
SBA Loan Financing for Franchises
Whether a franchise is expanding operations, upgrading technology, or navigating through an economic downturn, the availability of financial resources is critical. Learn more about the many questions related to Small Business Administration (SBA) loans.
Knowing Your Plan’s Definition of Compensation
One of the most common errors found in qualified retirement plans is the failure to use the correct definition of compensation. Learn about the three basic definitions of compensation, a key data point in retirement plan operations.
IRS Announces New Phase of ERC Processing
The IRS is entering a new stage of Employee Retention Credit claim processing. The September 2023 moratorium continues, and claims filed before then are being slowly processed.
Death and Taxes: Critical Opportunities for Nonprofits
With the American population aging, postmortem contributions are critical opportunities for nonprofits to receive charitable contributions