When we’re talking about tax planning, common questions we receive from clients and potential clients are, “Does our 401(k) plan require an audit?” and, “What triggers the audit requirement for a 401(k) plan?” There are a few different answers to […]
Employee Benefits
Trusts: the topic no one wants to talk about, which most people should talk about and everyone wishes they had talked about. It can be a daunting subject, so we’re here to help break it down into bite-sized pieces! First […]
Everyone knows we are supposed to save for retirement, but what is the most effective way to do it? For employees, determining what kind of retirement plan to use is easy: simply use what the employer provides. For the self-employed, […]
When the calendar rolled forward from 2020, many people breathed a sigh of relief as we put that year behind us. While COVID-19 continues to be a major problem, there may also be not-so-obvious issues from 2020 that could plague […]
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