Blog Archives

Client Update: Fall 2015

This issue’s topics include: Fourth quarter tax planning – It’s how you finish that counts Going back to school? Your costs may be deductible Supreme Court rules on ACA Give your kids the power of a Roth IRA Talk finances

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Posted in Business Updates

Client Update: Summer 2015

This issue’s topics include: How to get your business back on track Go forward or backward to utilize tax benefits 20 million qualify for ACA penalty exemption New myRA program now available IRS tax audits cut by budget issues Watch

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Posted in Business Updates

Employee Benefits Update: Year End 2014

This issue’s topics include: What you need to know about ADP/ACP discrimination testing Are you offering a Roth 401(k) plan option yet? 401(k) plan automatic enrollment: A winning formula Help participants avoid an inappropriate IRA rollover Click Here to¬†Download As

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Posted in Employee Benefit Plans

Use IRS Adjusted Numbers for 2014 Tax Planning

Certain tax numbers are adjusted by the IRS for inflation each year. Here are some of the 2014 tax numbers you’ll need to use as you get started with this year’s tax planning. The standard mileage rate for business driving

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Posted in Business Updates