Let Us
You How
get in touch call to action
Tax season is upon us.
Avoid headaches and pitfalls.
Don't hesitate to ask for help.
You future starts here.
Client Advisory
previous arrow
next arrow
firm focus
Congratulations to our 2024 Promotions!
firm focus
Congratulations to our 2024 Promotions!
previous arrow
next arrow


“I’ve been notified that my 401(k) plan is required to have an audit. What comes next?”

Employee benefit plan audits are increasingly subject to scrutiny by the Department of Labor with enforcement of penalties for deficiencies in plan administration. Ensuring you maintain the necessary information for an audit and selecting a quality auditor are key to a smooth audit. Learn More...

Featured Articles

Endow Kentucky Tax Credit for FYE June 30, 2024 Available July 1st

$1 million in available tax credits will be released and become available on a first come first served basis. Historically, these credits will go fast so you should submit your application as soon as possible but no later than July 7th.  Learn more.


Is a 412(e)(3) retirement plan a good fit for your business?

When companies reach the point where they are ready to sponsor a qualified retirement plan, the first one that may come to ...

Maximize your impact: Did you know there are charitable donations that allow you to avoid taxable IRA withdrawals

If you are a philanthropic individual who is also obligated to take required minimum distributions (RMDs) from your traditional IRA, you may ...

Consider utilizing corporate borrowing, but structure the deal thoughtfully.

Do you own a closely held corporation? You can borrow funds from your business at rates that are lower than those charged ...