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10 Ways to Attract and Keep Accounting Firm Talent

For accounting firms, hiring and retaining talent remains competitive, and it's vital for success.

Yet, according to an

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Retirepath Virginia: What You Need to Know About State Retirement Mandates

In the state of Virginia, approximately 45% of private-sector workers do not have access to an employer-sponsored...

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End of Year Retirement Checklists for Accounting Professionals

As 2023 is wrapping up, we’re all starting to think about everything we need to finish before we ring in the new year....

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Illinois Secure Choice: What You Need to Know About the State Retirement Mandate

The Illinois Secure Choice Savings Program Act became effective on June 1, 2015 with the goal of increasing retirement...

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401(k) Red Flags

For small businesses, choosing the right retirement plan can be tricky. It’s important to balance what is best for the...

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SIMPLE IRA vs. 401(k): Evaluating retirement options for your clients

Both SIMPLE IRA and traditional 401(k) plans help businesses offer retirement benefits to their employees, but which is...

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State Mandated Retirement Plans: What You Need to Know

State retirement mandates are popping up across the country, requiring employers to offer qualified retirement benefits...

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Upcoming Deadline: What Are Safe Harbor Retirement Plans?

When designing retirement plans, small and medium-sized businesses often have the option to implement a safe harbor...

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The SECURE Act 2.0: Tax information

SECURE Act 2.0 expands upon tax-related provisions established by the original SECURE Act. One of the most talked about...

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The SECURE Act 2.0: What Accounting Professionals Need to Know

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was initially enacted on December 20, 2019....

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