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: |

Cash Management in a High-Interest Environment: Construction & Real Estate

Federal interest rates have increased 11 times since March 2022, continuing to add difficulty and complexity for construction and real estate. Proactive cash flow planning can help businesses manage risk in an uncertain market.

2023-11-08T08:31:39-05:00November 7, 2023|Categories: Construction and Real Estate|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: |

Whitepaper | Issues to Consider When Planning for Charitable Giving

For a comprehensive checklist of relevant issues to take into consideration when planning for charitable giving, download our guide: Issues to Consider When Establishing Your Charitable Giving Strategy.

2023-10-30T12:07:18-04:00October 30, 2023|Categories: Estate and Trust, Wealth Management, Whitepaper|

Whitepaper | Private Clubs: 10 Questions for Successful Club Management

Private clubs stay profitable by running an efficient operation and staying on top of complex accounting responsibilities. Here are 10 tips to unlock your organization's potential.

2023-11-01T14:22:30-04:00October 27, 2023|Categories: Hospitality, Private Clubs, Whitepaper|Tags: |

Quarterly Nonprofit Update: Fall 2023

A third quarter not-for-profit industry update sees revenue growth and new opportunities in some segments, like museums, parks, and zoos, and challenges for membership and religious organizations. Resilience and innovation are key to navigating a changing nonprofit landscape.

2023-11-01T17:30:27-04:00October 24, 2023|Categories: Not-for-Profit|Tags: |
Go to Top

As Internet Explorer will discontinue browser security updates by August of 2021, this site is best viewed using Google Chrome, Safari or Microsoft Edge.

Click to Continue