Employee Benefit Plans

The 2018 gift tax return deadline is almost here

Did you make large gifts to your children, grandchildren or other heirs last year? If so, it’s important to determine…

Audits home in on cybersecurity

In 2018, U.S. organizations that suffered a data breach lost an average of $7.91 million as a result. That’s the…

Duties of an ERISA Plan Administrator

Plan administrators and sponsors are fiduciaries who are charged with the highest level of responsibility, fair dealing and good faith…

Auditing cashless transactions

Like most businesses, you’ve probably experienced a significant increase in the number of customers who prefer to make cashless payments….

Private companies: Have you implemented the new revenue recognition standard?

Private companies that follow U.S. Generally Accepted Accounting Principles (GAAP) must comply with the landmark new revenue recognition standard in…

M&A due diligence: Don’t accept financial statements at face value

The M&A market was hot last year, and that momentum is expected to continue in 2019. Before acquiring another business,…

What will your marginal income tax rate be?

While the Tax Cuts and Jobs Act (TCJA) generally reduced individual tax rates for 2018 through 2025, some taxpayers could…

10 New Year’s Resolutions to Improve Your Personal Financial Position

Have you ever kept a New Year’s resolution for the entire year? Every January, millions of Americans make promises to…

Small Employers: Should You Jump on the MEP Bandwagon?

Today, approximately 38 million private-sector employees in the United States lack access to a retirement savings plan through their employers….

Gen Z May Change How You Manage Employees

Is your workplace ready for Generation Z? Lately, many demographers and generation-focused marketing experts have been vocal about what they…