Category: Newsletters

The Tax Cuts and Jobs Act makes sweeping changes. Here's a quick reference guide to the major changes under the new law to help you understand what's changing. In general, these changes are effective for tax Read More

What’s a PEO? A PEO is a professional employer organization that provides a service under which an employer can outsource employee management tasks, such as employee benefits, payroll and workers' compensation, recruiting, risk/safety management, and training and Read More

Many business ventures generate tax losses, especially in the first few years of operation or under adverse conditions. When can a pass-through loss be deducted — and how much can you deduct in any given Read More

Are you a record keeping pack rat? Many individuals and businesses hold onto paper and digital records indefinitely — just in case. But securely storing years of financial records can become burdensome. Here's some guidance to Read More

The Roth IRA remains an attractive retirement planning vehicle for many individuals after the changes made by the Tax Cuts and Jobs Act (TCJA). Here's what you need to know about a Roth IRA and Roth Read More

Attracting funding organizations and large individual contributors to donate money to your not-for-profit organization is a little like finding a spouse — you want to create the best impression during the courtship in the hope Read More

At the first sign of a southbound economy some companies rush into panic mode. They slash the staff and hope for the best. Certainly, labor is the biggest expense for most businesses, which is why Read More

When your company sponsors a qualified retirement plan, you must comply with complex rules established by the IRS and the Department of Labor. Ignore the rules and your firm could face costly penalties from federal Read More

With the occurrence of cybercrimes affecting businesses increasing daily, many companies are looking for outside expertise to help them mitigate their risks. If your company has never engaged a cybersecurity professional before, you may be Read More

Do you Itemize? The new Tax Cuts and Jobs Act (TCJA) significantly changes some parts of the tax code that relate to personal tax returns. As a result, millions of Americans who have itemized deductions in Read More