Pairing a Pour-Over Will With Your Trust

Oct 30, 2020

For more information on “Pairing a Pour-Over Will With Your Trust”, please view our whitepaper.

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2020 Year-End Tax Planning for Individuals

As the end of the year approaches, it is important to consider strategies to lower your tax liabilities for 2020. In this video, we’ll cover ten strategies that may help in reducing your tax bill.

Focus on These 5 Areas to Ensure Benefit Plan Compliance

The Employee Retirement Income Security Act (ERISA) of 1974 requires all organizations that provide benefits to their employees to follow certain compliance guidelines. Most notably, this includes organizations that offer benefits such as retirement and health...

Understanding the Importance of Your Employee Benefit Plan Audit

Have you arranged for your employee benefit plan audit yet this year? If your organization provides more than 100 employees with employee benefits, the Department of Labor expects your plans to meet certain fiduciary responsibilities. Specifically, you are required to...

How to Choose the Best Auditor for Your Employee Benefit Plan

Not all CPA firms are qualified to carry out employee benefit plan audits. Here’s how to ensure you choose a firm that will work for you. First: Who needs to have a benefit plan audit? Employee Benefit Plan Audit Requirements If you have more than 100 employees who...

HHS Releases Reporting Requirements for Provider Relief Fund (PRF)

At long last, the Department of Health and Human Resources published the reporting requirements for recipients of the Provider Relief Fund (PRF). This release offers healthcare providers much-needed guidance on what kinds of documentation they need in the event of a...