Good Record Keeping Can Save You
The more mundane parts of business – like good record keeping – can get overlooked. But in the long run, it can save you in more ways than one.
August 9, 2021
Blog
Plan Sponsor Alert: 401(k) Plan Restatement Required by July 2022
The current 401(k) plan restatement cycle will close on July 31, 2022; all plan documents need to be not only restated by then, but also certified by the IRS, and adopted by employers.
July 28, 2021
Section 1202 Becoming More Popular Among Investors
Section 1202 of the Internal Revenue Code is growing in popularity among investors and may become even more valuable in 2022.
July 27, 2021
Reinvesting in Your Organization Post-COVID-19
Although there are a number of ways for nonprofit organizations that now have surplus funds to approach reinvesting for growth, consider focusing in these areas.
July 27, 2021
Retroactive Retirement Plan Adoption
Employers who requested an extension for their 2020 tax return may want to consider retroactive retirement plan adoption to offset their 2020 tax liability. For those who have already filed, keep this planning technique in mind for future years.
July 26, 2021
5 State Tax Issues To Consider Now
Consider these key state tax issues now that state and local governments are revisiting taxpayer compliance with nexus rules, considering new taxes on digital services, and evaluating the extent to which they are willing to conform to federal tax rules and legislation.
July 20, 2021
Privacy By Design for Nonprofits
Using Privacy by Design (PbD) principles, nonprofits can ensure services and business processes are designed to protect privacy from the beginning rather than applied as an afterthought.
July 13, 2021
ESOPs in Construction Industry Gain Traction
Utilizing Employee Stock Ownership Plans or ESOPs in construction companies that thrive on reputation, legacy and employee morale can be a beneficial recruiting and succession planning strategy.
July 12, 2021
DMLO Seeking Experienced Audit Staff / Senior
We have a great opportunity for an experienced audit staff or senior to join our award-winning workplace.
July 7, 2021
We can help you
Our team have invested extensive time and resources developing specialized expertise and experience.