Benefits

1099 NEC 2020

September 15, 2021 

How to Classify Workers as Employees or Contractors

An employee is generally considered to be anyone who performs services, if the business can control what will be done and how it will be done. What matters is that the business has the right to control the details of how the worker’s services are ...

retirement_accounts

September 10, 2021 

How to Spread Out the Tax Bite on Roth Conversions

Unless you’ve been marooned on a desert island somewhere for the last few decades, you should know all about the benefits of Roth IRAs. But you may have built a sizeable nest egg in a traditional IRA, including a rollover from a 401(k) or other ...

global Technology_21_1_.54bfe611dadbc

September 10, 2021 

Remote Sales is Changing Business

The enterprise sales cycle is typically measured in months, if not years. Products and services are often complex, and when you’re helping companies automate their vendor payments like I am, you’ll end up working through some process changes.

global Technology_21_1_.54bfe611dadbc

September 8, 2021 

Tech and Policies for Collaborating in the Hybrid Age

With the Delta variant and the end of summer ensuring that we’re still a long way off from “back to normal,” whatever that even means at this point, most firms will be dealing with a hybrid work environment for at least the rest of the year.

Amy Vetter

Zoom_image_Meeting6

September 7, 2021 

Does Working From Home Negatively Impact Employee Benefits?

Even before the pandemic some CPAs worked from home, running their own small firms providing services for local businesses and individuals. For CPAs who work for larger firms and were in an office setting daily, shifting to remote work was a new ...

worklifebalance1_10601651[1]

September 1, 2021 

Is Half-Retirement Right for You?

Half-Retirement isn’t as simple as playing hooky from work. Your business will need to run on autopilot without you being around all the time. It’s a process to get from where your business is today to where it will be when you can Half-Retire, but it ...