May 21, 2015
Both employers and employees alike can expect to realize an immediate impact. Employers will face greater scrutiny for the investment choices offered in their plans, according to Kive Strickoff, CPA, head of an accounting firm in Garden City, New York.
May 20, 2015
New York is heading toward a retirement savings crisis that could deprive millions of Gen Xers and Baby Boomers of financial independence in their golden years - while increasing the need for taxpayer-funded public assistance ...
May 19, 2015
Are you curious how companies like Google, Zappos, Southwest and others develop those winning workplace cultures, with such high productivity and profitability? Regardless of the industry, there is a common thread running through the highest ...
May 19, 2015
Some of your clients may have built up a sizeable account over the years but haven’t kept detailed records or don’t know how to compute the tax liability. Here’s some key information you can pass along.
May 19, 2015
With the average military retirement age being 44 years old, the personal finance social network WalletHub conducted an in-depth analysis of 2015’s Best & Worst States for Military Retirees.
May 15, 2015
While your clients know that their employees will eventually leave their business – either for another company or retirement – it may not be a reality they are prepared for. With your help, they can properly plan for employees’ retirement.
May 14, 2015
A compromise that many firms make: 81% of firms over $20M and 58% of $2-10M firms have a mandatory retirement policy. The vast majority have a related provision: Partners continuing to work past 65 is subject to annual approval by the other partners.
May 11, 2015
A subset of Americans is redefining the way families within their income bracket live, work and plan for the future, according to a survey released today by EverBank. The High Net Worker (HNW), named for the group’s earning power, dogged work ethic and av
May 7, 2015
The IRS is reminding small business owners that they have just a couple of more weeks – until June 2, 2015 to be exact – to qualify for special tax relief if they haven’t filed annual retirement plan reports on time (IR-2015-74, 5/1/15).
May 7, 2015
Running a successful payroll practice is about more than just the services you provide; it’s also about selling those services. A great marketing campaign will consist of both digital and print collateral and target existing and prospective clients.
May 5, 2015
The new Patient-Centered Outcomes Research (PCOR) fee is used to offset the costs of the PCOR Institute, which funds research that will provide information to assist patients and their healthcare providers make more informed health care decisions.
April 29, 2015
The groups behind the letter make up the Tax Alliance for Economic Mobility - a national coalition working to advance federal policies that expand savings and investment opportunities for lower-income households through reform of the U.S. tax code.