- November 27, 2024
Take advantage of increased catch-up limits to 401k contributions beginning in 2025 for individuals aged 50-63. This includes the new super catch-up contributions put into place as a part of the Secure 2.0 Act legislation.
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- February 6, 2024
PODCAST: Questions on the new Beneficial Ownership Information Reporting requirements? Check out our handout today for more information on what the requirements are, who they apply to, reporting deadlines, and links to additional resources and the FinCEN e-filing portal.
- November 6, 2023
Do your tax planning strategies need a refresh? Our 2023-2024 Tax Planning Guide will guide you on dealing with tax changes as your situation evolves, whether due to life events, economic developments or new tax laws.
- May 17, 2023
The SECURE Act 2.0 was signed into law on December 29, 2022 and covers numerous changes to retirement provisions that affect employers and lower their cost of offering and funding retirement savings plans.
- August 11, 2022
Be a nonprofit revenue detective. You don’t have to wait for the next scheduled audit to assess your nonprofit’s financial health. Follow the lead of your professional auditors and focus on analyzing your revenue.