Year-End Estate & Gift Planning Considerations
The end of the year is fast approaching, and with it comes the opportunity to reassess your tax and financial circumstances. Learn about strategies to help minimize your taxes for...
09 March, 2023
Author: Don Breckenridge
Remote work pay strategies that account for geographic differences
(authored by RSM US LLP) How to develop effective remote worker pay policies and strategies that account for different costs of labor and costs of living across various locations....
07 March, 2023
Key Provisions of the SECURE 2.0 Act for Employers
The SECURE 2.0 Act aims to improve retirement savings by making it easier for employers to offer retirement plans to employees and for individuals to increase their retirement savings. This...
27 February, 2023
Does Your Company Need an Employee Benefit Plan Audit?
An employee benefit plan audit is a periodic and independent examination of a company’s benefit plans that are subject to ERISA. If your company currently offers or plans to...
27 February, 2023
Expired and Expiring Tax Provisions That May Impact You and Your Business
The Tax Cuts and Jobs Act of 2017 made several sweeping changes to the tax code. However, many provisions contained a “sunset” or expiration date. This article will review several...
24 February, 2023
Updated Guidance on the Clean Vehicle Tax Credit Program
Since the Inflation Reduction Act of 2022 was signed into law, there has been confusion surrounding some of the new requirements for the Clean Vehicle Credit. This article will provide...
20 February, 2023
Retirement plan changes for long-term, part-time employees
(authored by RSM US LLP) SECURE 2.0 changes the rules for how long-term, part-time employees are treated for purposes of 401(k) and 403(b) retirement plans....
20 February, 2023
Required minimum distributions after SECURE 2.0
(authored by RSM US LLP) SECURE 2.0 changes the rules governing how and when certain retirement savers can withdraw money from their retirement accounts and IRAs....
20 February, 2023