Insights and Resources

6 common mistakes companies make when selecting a managed security services provider

6 common mistakes companies make when selecting a managed security services provider

Learn how to pick the right managed security services provider and avoid common traps, mistakes, and errors when outsourcing technology, tasks, and oversight.
NLRB Decision May Affect Your Workplace Policies

NLRB Decision May Affect Your Workplace Policies

Discover how a recent decision by the National Labor Relations Board could reshape workplace policies and potentially impact your business. Learn more about Section 7 of the National Labor Relations Act and the NLRB decision means for employee rights and how it could affect your company's rules.
Essential Guidelines for Owner-Involved Business Loans

Essential Guidelines for Owner-Involved Business Loans

Learn the important considerations when loaning money to your business or borrowing from it to avoid legal and tax issues.
Uncover the Secret to Maximizing Your 401(k) Benefits for Retirement

Uncover the Secret to Maximizing Your 401(k) Benefits for Retirement

Maximizing 401(k) Benefits for Retirement" explores the tax advantages of 401(k) plans, including how contributions lower taxable income and the potential for employer matching. The article also highlights important considerations for withdrawals and how financial advisors can help clients optimize their retirement savings.
Restricted Stock Units: a closer look at equity compensation strategies

Restricted Stock Units: a closer look at equity compensation strategies

Learn how restricted stock units (RSUs) can offer a powerful incentive for employees while also providing significant benefits to employers. Discover how RSUs work and how they may help retain top talent and align your employees' interests with your company's goals.
Understanding elective pay for energy tax credits

Understanding elective pay for energy tax credits

The IRS has proposed rules for an "elective pay" provision under the Inflation Reduction Act, allowing entities that don't typically qualify for energy tax credits to claim these benefits. This article explains how applicable entities, such as tax-exempt organizations and government bodies, can opt for this election and receive a refund equivalent to the value of the credit.
The Retirement Savings Boost You’ve Been Waiting For: SECURE Act 2.0 Explained

The Retirement Savings Boost You’ve Been Waiting For: SECURE Act 2.0 Explained

The SECURE Act 2.0 offers new retirement options for part-time workers, increased catch-up contributions for women, and simplified management of 401(k) accounts. Discover how these changes can bridge the retirement savings gap and benefit both employees and employers.
Determining Reasonable Compensation for S-Corp Owners

Determining Reasonable Compensation for S-Corp Owners

As an owner of an S-Corp, understanding the concept of reasonable compensation is crucial for tax planning and compliance. Learn about the IRS's reasonable compensation rules for determining how much should be taken in the form of wages versus pass-through income.
Why the Cost of Customer Acquisition Is So Important

Why the Cost of Customer Acquisition Is So Important

For any business, understanding and effectively managing the cost of customer acquisition is crucial for success. In this video, we'll explain what it is, how it's calculated, and how it affects a business's profitability, cash flow, and overall growth.
Moore v. United States: a crucial test of taxing unrealized gains

Moore v. United States: a crucial test of taxing unrealized gains

In the landmark case of Moore v. United States, the taxation of unrealized gains will be tested, with far-reaching implications for taxpayers. Discover how this crucial legal battle could change the way investment income is taxed and what it means for your financial future.
Strong generative AI governance is key to accelerating patient-centered care

Strong generative AI governance is key to accelerating patient-centered care

Key to the AI journey for health care: strong foundational governance framework and the meaningful participation of stakeholders.
How Top CEOs Found Success Through Immersion

How Top CEOs Found Success Through Immersion

Discover how CEOs of Airbnb, Starbucks, and Uber immersed themselves in their own businesses as customers and frontline employees, gaining valuable insights that transformed their companies. Learn how their firsthand experiences led to innovative improvements and a better understanding of their customers' needs.
Will You Need To Report Beneficial Ownership Information?

Will You Need To Report Beneficial Ownership Information?

The Corporate Transparency Act will require most businesses to provide beneficial ownership information to the U.S. Department of Treasury to combat money laundering. Find out who needs to report, what information is required, and when the reports must be submitted.
Untitled aMaximize Your Retirement Funds: The Roth Revolution Under the SECURE Act 2.0rticle

Untitled aMaximize Your Retirement Funds: The Roth Revolution Under the SECURE Act 2.0rticle

Discover the key changes introduced by the SECURE Act 2.0 and how they might affect your retirement planning. From automatic 401(k) enrollment to an extended Required Minimum Distribution age, understanding these provisions is crucial for optimizing your financial future.

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