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Mid-Year Employee Benefit Plan Compliance Checklist: What to Focus on Before Year-End

Mid-Year Employee Benefit Plan Compliance Checklist: What to Focus on Before Year-End

Nearly 60 percent of recent DOL penalty letters cite late or missing Form 5500 filings, triggering fines of up to $2,670 per day. A strategic mid-year benefit plan checkup can catch these costly gaps long before regulators come calling.
Top 5 Audit Red Flags Insurance Underwriters Should Not Ignore

Top 5 Audit Red Flags Insurance Underwriters Should Not Ignore

Less than one percent of tax returns are audited, yet the IRS’s data analytics can still single out your small business, draining cash flow and credibility. Discover the five red flags that trigger audits and how to shut them down before the IRS comes calling.
When is an S-corp election the right move?

When is an S-corp election the right move?

Your business is finally profitable, but is it profitable enough for an S-corp election? Learn the revenue, cash-flow, and compliance milestones that signal it's time.
Middle-Market Tax Strategy Playbook: Making Sense of the “One Big Beautiful Bill”

Middle-Market Tax Strategy Playbook: Making Sense of the “One Big Beautiful Bill”

Middle-market companies racing to decode the One Big Beautiful Bill could unlock millions in cash savings, but only if they act before the 2028 deadlines slam shut. A three-month delay on a single construction milestone can erase seven figures in present-value tax savings.
The Big Beautiful Bill: Parsing the Promise and Peril Behind Washington’s Latest Tax Overhaul

The Big Beautiful Bill: Parsing the Promise and Peril Behind Washington’s Latest Tax Overhaul

One of the proposal’s boldest strokes is a return to 100 percent bonus depreciation, retroactive to January 19, 2025 and stretching through 2029—an incentive that could remake last year’s tax liability overnight.
Impersonation Fraud: Internal Controls for Front Line Defense

Impersonation Fraud: Internal Controls for Front Line Defense

Scammers can now imitate your bank, your vendors, even your own executives, often with AI-generated voices. Watch this video to learn about safeguards your company can use to block these look-alike attacks.
Scenario Planning: A Roadmap for Business Agility

Scenario Planning: A Roadmap for Business Agility

In a world of constant change and unpredictability, scenario planning empowers businesses to anticipate multiple futures and make informed decisions. This strategic approach helps organizations manage risks, optimize resources, and stay agile amidst economic volatility, technological advancements, and shifting consumer preferences. Discover how scenario planning can transform your company's resilience and growth potential.
What is a cash balance retirement plan?

What is a cash balance retirement plan?

Curious about cash balance retirement plans? These plans can offer much higher contribution limits and potential tax advantages, but they also come with more complexity and commitment. Read on to see if this strategy might align with your goals - or if it's something to skip altogether.
Proposed changes to cost accounting standards: easing the compliance load for federal contractors

Proposed changes to cost accounting standards: easing the compliance load for federal contractors

Contractors dealing with government work may soon face less compliance hassle as the Cost Accounting Standards Board proposes aligning CAS 404 and CAS 411 with Generally Accepted Accounting Principles (GAAP). By potentially lowering administrative burdens and harmonizing commercial and federal accounting, these changes promise streamlined operations while still protecting government interests. Explore what these proposed revisions could mean for your business and how to prepare effectively for the transition.
The Critical Role of Early and Strategic Retirement Planning: Maximizing Your Financial Future

The Critical Role of Early and Strategic Retirement Planning: Maximizing Your Financial Future

Retirement may seem distant for some and dauntingly close for others, yet few financial priorities are as consequential, life-defining, and complex. In a landscape marked by longer life expectancies, evolving government benefit structures, and volatile markets, the capacity to proactively plan for retirement is no longer optional—it’s essential for enduring security and peace of mind.
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