Year-end Reminder for S-Corporation Owners. The IRS requires special reporting of fringe benefits for S-Corporation owners who own more than 2% of the business. Certain family members of the S-Corporation…
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Newsletter Archive
Client Advisor – Fall 2019
Mid Year Tax Planning Year-end Planning Moves for Individuals. Here are some strategies that may lower your individual income tax bill for 2019…
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Employee Benefit Advisor – Fall 2019
Plan forfeitures must match plan document. It’s a routine matter for employees to forfeit retirement plan benefits. Even so, plan sponsors can’t afford to become…
Newsletter Archive
Tax Advisor – Winter 2018
Year-end Tax Planning for S-Corporation Owners Don’t lose valuable deductions or incur additional costs. Special Reporting Required: The IRS requires special reporting…
Newsletter Archive
Tax Advisor – Fall 2017
Year-end Tax Planning for S-Corporation Owners Don’t lose valuable deductions or incur additional costs. Special Reporting Required: The IRS requires special reporting…
Newsletter Archive
Employee Benefit Advisor – Winter 2018
Change Can Be a Good Thing… with Planning Is your 401(k) working for you the owner group and your employee? If your 401(k) plan isn’t a good match for your…
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Employee Benefit Advisor – Spring 2018
Active Vs. Passive Investment Funds: Should You Let Participants Decide? According to a report from Casey Quirk by Deloitte and McLagan, 72% of money invested into funds went…
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Employee Benefit Advisor – Fall 2017
401(K) Cheat Sheet: Tips to Help You Save Too! Offering a 401(k) to your employees is a wonderful benefit. It doesn’t have to be expensive and can often be…
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Employee Benefit Advisor – Summer 2017
The DOL Fiduciary Rule and Impact on Plan Sponsors In April 2016, the US Department of Labor (DOL) released the long-awaited final regulation on the…
Newsletter Archive
Manufacturing & Distribution Advisor – Summer 2019
Be Ready for Anything with Regular Business Valuations Do you know the current value of your business? Even if you’re not considering selling your company or…