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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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401(k) & SECURE Act 2.0: An Accountant's Guide to Tax Savings

In today's ever-evolving tax landscape, accountants must stay ahead of the curve to provide their clients with the best...

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How to Educate Clients About the Benefits of 401(k) Plans

Saving for retirement is an important lifelong financial process. Retirement plans like 401(k)s and 403(b)s help...

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MyCTsavings: State Retirement Mandates in Connecticut & Beyond

In the state of Connecticut, more than 600,000 private-sector employees have no employer-sponsored retirement savings...

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State Retirement Mandates & OregonSaves

As of May 2023, all businesses with three or more employees are affected by OregonSaves legislation. Employers with one...

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Employee Development Tips To Nurture Well-Rounded Advisors

If you’ve been in accounting and finance long enough, you’ve probably seen your employee development plans migrate from...

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5 Ways To Avoid A Bad Hire In Smaller Accounting and Bookkeeping Firms

In your public accounting life, you’ll likely be involved in lots of hires. Some are just awesome, many are ‘ok,’ and a...

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Is a PEO the Right Choice for Your Firm? How to Decide

As your business grows, managing human resources takes more time, becomes more complex, and adds more risk to your...

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