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…
Blog Archives
Client Update: Fall 2015
Tagged with: ACA, Accountant, Affordable Care Act, Audit, budget, Business, cash flow, claims, CPA, deductible, Education, expenses, finances, IRA, IRS, kids, parents, Planning, risks, Roth, school, Small Business, smallbiz, Supreme Court, Tax, Year End
Posted in Business Updates
Posted in Business Updates
Employee Benefits Update: February/March 2015
This issue’s topics include: Navigating ERISA’s comprehensive plan document disclosure rules IRS checklist offers a convenient compliance self-checkup Who are functional fiduciaries? Appeals court holds service provider not a plan fiduciary 2014 vs. 2015 retirement plan limits Click Here to Download…
Tagged with: 401k, Accounting, Business, Consultants, DOL, ERISA, Fiduciary, functional fiduciary, IRS, limits, management, Money, plan, regulations, Retirement, retirement plan, Roth
Posted in Employee Benefit Plans
Posted in Employee Benefit Plans
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…
Tagged with: 401k, 5500, Accounting, ACP, ADP, automatic enrollment, Business, Consultants, discrimination testing, DOL, Fiduciary, IRA, IRA rollover, management, Money, plan, regulations, Retirement, Roth, Roth 401(k)
Posted in Employee Benefit Plans
Posted in Employee Benefit Plans
Alan Pecora
Anthony Mangiameli
David Mandrycky
Insero & Co.
Jacquie Platt
Jennifer Ott
Kimberly Gangi
Lou Gangi
Renee Ricci
The Highest Standard 