Secure a Safe Harbor 401(k) Before October 1: Why Q3 Is Your Window of Opportunity If you’ve been thinking about offering a 401(k) to your employees — or improving your own retirement savings as a business owner —
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UPDATED FOR 2025 – 2/3/25 4:44 PM Dear Client, When it comes to saving for retirement as a small business owner, you have several options. Here’s a quick guide to help you choose the best plan for your
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Dear Client, Many taxpayers find the differences between tax planning and tax preparation confusing. What’s the point of tax planning? Won’t you owe the same amount no matter what? Let’s take a look. Tax Planning Tax planning involves
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What is Beneficial Ownership Information Reporting? Beneficial Ownership Information (BOI) reporting is a federal requirement by the Corporate Transparency Act (CTA). BOI reports include information about all the company’s beneficial owners. Who is considered a Beneficial Owner? A
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When it comes time to set up a retirement account, taxpayers may have questions about contribution limits and income thresholds, but many fail to consider how their distributions will be taxed. Instead, down the road when a taxpayer
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Before you get involved with other things, schedule a mid-year checkup. No, we’re not talking about the height/weight/blood pressure kind of checkup, we’re talking about the income statement/balance sheet/cash flow kind of checkup — a review of your
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