Employee Benefit Plans

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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…

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Auditing cashless transactions

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

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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…

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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,…

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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…

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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…

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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….

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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…

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Buying vs. Leasing Equipment: Which Is Right for Your Business?

For tax years starting in 2018, the Tax Cuts and Jobs Act (TCJA) provides new and improved tax incentives for…

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5 Ways to Boost Deductions for Charitable Giving

The holiday season is fast approaching. It’s the time when people traditionally make gifts to charities. Generally, year-end donations increase…