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“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.


Reasons for businesses to integrate ESG into strategic planning

During strategic planning, business owners and their leadership teams meet to address questions such as “What strategies can we implement to safely ...

When to consider a reverse mortgage strategy

Are you an older taxpayer who owns a home that has greatly appreciated? At the same time, do you need income? Taking ...

Inflation increases the totals for Health Savings Accounts in 2025

Recently, the IRS released new guidance outlining the 2025 inflation-adjusted amounts for Health Savings Accounts (HSAs). These amounts undergo adjustments annually, based ...