The 403(b) community has become the target of retirement plan fee litigation. Lawsuits have been filed against Duke, Johns Hopkins, MIT, NYU, UPenn, Vanderbilt, and Yale on behalf of plan participants. The complaints allege that the plan sponsors failed to monitor excessive…
Blog Archives
Seven Prominent Universities Sued Over 403(b) Plan Fees
Tagged with: 401k, 403(b), Accounting, Administration, benchmark, benefit, Business, claim, college, committee, Compliance, DOL, Duke, ERISA, fees, Fiduciary, Funds, investment, Johns Hopkins, lawsuit, litigation, MIT, not-for-profit, NYU, oversight, plan, provider, Retirement, Risk, sponsor, sued, university, UPenn, Vanderbilt, Yale
Posted in Employee Benefit Plans
Posted in Employee Benefit Plans
Tax & Business Letter: Winter 2015
This issue’s topics include: Coming soon: New Affordable Care Act filing requirements for employers Do you offer financial training to your employees? Include investment tax in your tax planning Protect your charitable contribution deduction Seven suggestions to manage debt Click…
Tagged with: ACA, Accountant, Affordable Care Act, budget, Business, cash flow, charitable contribution, CPA, debt, deductible, Deduction, employee, Employer, expenses, finances, financial training, investment, IRS, Planning, risks, Small Business, smallbiz, Tax, Year End
Posted in Business Updates
Posted in Business Updates
Client Update: Spring 2015
This issue’s topics include: Adjust your tax and financial course for 2015 Tax “extenders” are extended again for 2014 2015 Tax Numbers Postpone taxes by exchanging property Wealth is just a matter of time Time matters in your business too…
Tagged with: 2014, 2015, Accounting, Business, Employees, extended, Extenders, financial, Growth, investment, numbers, postpone, property, Small Business, smallbiz, Tax, time, wealth, Year End
Posted in Business Updates
Posted in Business Updates
Client Update: Winter 2014
This issue’s topics include: Should you treat your home as an investment? Last-minute tax savers for 2014 To grow or not to grow? Lending money to family members could be taxing Inform your employees about their total pay package IRS…
Tagged with: Accounting, Bill of Rights, Business, Employees, Growth, Home, HSA Limits, investment, Last-Minute, Lending, Pay Package, Small Business, Tax, Year End
Posted in Business Updates
Posted in Business Updates
Tax Time is a Good Time to Talk Finances with Your Spouse
Losing a spouse can be hard enough, but losing a spouse and not knowing how to manage the family’s finances can lead to despair. As you gather your tax records this year, take a few extra steps to help your…
Tagged with: Asset, Balance sheet, Bank account, finance, Insurance policy, investment, Personal finance, Retirement planning, Spouse
Posted in Business Updates, Estate Planning
Posted in Business Updates, Estate Planning
Client Update Newsletter: Winter 2013
When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent…
Tagged with: 1099, ACA, Accountant, Accounting, Audit, Business, Business Updates, Certified Public Accountant, finance, Health care reform, HSA, Internal Revenue Service, investment, IRS, Newsletter, Small Business, survivor, Tax
Posted in Business Updates
Posted in Business Updates
Client Update Newsletter: Fall 2013
When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent…
Tagged with: Accountant, Accounting, Audit, Business, Business Updates, Certified Public Accountant, embezzlement, energy credit, finance, HSA, index funds, Internal Revenue Service, Inventory, investment, IRS, MAGI, Newsletter, Tax, wash sale
Posted in Business Updates
Posted in Business Updates
Alan Pecora
Anthony Mangiameli
David Mandrycky
Insero & Co.
Jacquie Platt
Jennifer Ott
Kimberly Gangi
Lou Gangi
Renee Ricci
The Highest Standard 