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Who’s Wearing the “Accounting” Hat in Your Company and Does it Fit?

Can you identify with any of these common scenarios? You are a partner in the company, but also handling the accounting functions.  You are a small business owner, and the front desk or office admin is wearing the accounting hat. Your monthly financials are not completed for months and maybe

PERSONAL PROPERTY TAX COMPLIANCE: EIGHT FREQUENTLY MISSED ISSUES THAT CAN LEAD TO OVERPAYMENTS

Understanding and adhering to the multitude of personal property tax compliance obligations throughout the thousands of jurisdictions that assess personal property taxes can be administratively burdensome. A company’s personal property tax liabilities can be impacted if a company is not equipped to navigate the differing rules and opportunities in the

HELPING PARTICIPANTS UNDERSTAND TAX DIVERSIFICATION STRATEGIES FOR RETIREMENT

Diversification is an important principle of risk management when it comes to saving for retirement. While many investors understand the benefits of spreading their risk exposure across asset classes in their portfolios, many don’t realize that diversifying their tax exposure can have benefits in terms of managing cash flow in

REMITTANCE SCHEDULES: HOW TO KNOW AND MEET YOUR DEADLINES

Part of offering a defined contribution plan, whether a 401(k) or a 403(b) plan, is making sure that the money participants contribute from their paycheck is deposited in their retirement account in a timely manner. While this might seem like a relatively minor and simple task in the scope of