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FAQ

“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...

Your accounting needs change as your business or wealth expands, look to an accountant for; insights to business and financial growth, identify tax minimization opportunities, obtain favorable terms for a business loan or line of credit, and determine the value of business or personal wealth. Learn More...

Thinking about taxes only once a year can be costly. Maintaining good records to identify tax incentive, credit and deduction opportunities and weighing the tax implications of financial decisions, can help minimize your tax burden. Learn More...

Tried and tested accounting software and business management tools, when used correctly can help increase productivity, cut costs, and streamline everyday operations and can help achieve positive cash flow. Learn More...

Lack of planning is the primary reason businesses do not survive the transition of ownership. Strategic planning in charting a course for the future, identifying key individuals who will be groomed to take over, and transferring in a tax effective manner will virtually ensure success. Learn More...

If you’re contemplating opening a second location, chance are business is good. However, that isn’t the only mark that you’re ready for expansion. Key performance indicators and benchmarking comparisons can offer better insights and informed decisions for growing your business. Learn more...

Featured Articles

Student Loan Forgiveness and what it means for you

Recently, the Biden administration outlined a plan to forgive up to $10,000 of student loan debt for individuals with federal student loan debt, and up to $20,000 in relief for individuals that were Pell Grant recipients. Individuals earning $125,000 ($250,000 for joint filers) or less a year are eligible to receive this relief.

 

It may be time to weed through your customers

It is no secret that having customers is a huge part of your business. However, the saying “the more, the merrier” does ...

Attention homeowners: The “need to knows” on mortgage points

When you hear talk about the housing market, you hear how crazy it has been in recent times. However, these crazy times ...

Estate Planning: Should you separate your business from its real estate?

As with any business strategy, there are pros and cons to the choices you make. Depending on what role your real estate ...