TAX PLANNING & PREPARATION

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Accounting, Payroll and Tax Tips, Advice and News

Learn something new when you subscribe to our podcast, e-invites to webinars, and interesting blog articles to help you navigate the financial landscape.

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Article

Nicholle Peterson

January 21, 2026

Calculating overtime when an employee takes PTO

Question: How do I calculate overtime when an employee takes PTO and gets paid for more than 40 hours in the More

Article

Nicholle Peterson

December 31, 2025

What is a Claim of Discrimination?

What does it mean when a discrimination claim is filed with the EEOC? Answered by the HR Experts When a claim is More

Article

Nicholle Peterson

December 31, 2025

Can we terminate someone for taking FMLA leave during a major project they committed to helping with?

Answer No. When a leave of absence is “job protected,” like the Family and Medical Leave Act (FMLA), it means you More

Article

Nicholle Peterson

October 29, 2025

What are Stay Interviews?

Question of the Week: Our CEO asked if we should be doing stay interviews. What are they? How do we do them? More

Article

Nicholle Peterson

September 24, 2025

What should we include in a bereavement leave policy?

Bereavement leave typically allows employees to take time off to grieve, make arrangements, or attend services More

Article

Nicholle Peterson

September 10, 2025

How can we help employees navigate this change?

We are planning to switch to a new communications software in our office. How can we help employees navigate this More

Article

Nicholle Peterson

August 20, 2025

Workers’ Compensation and the Family and Medical Leave Act (FMLA)

Question: We have an employee out due to a work-related injury. Do we still need to send them Family and Medical More

Article

Nicholle Peterson

July 30, 2025

Should We Have Employees Complete an Accident Report for a Minor Injury?

Question: One of our employees cut their hand on the edge of a broken filing cabinet at work. We asked if they More

Article

Nicholle Peterson

July 16, 2025

Benefits Bulletin: Expanded Telehealth Relief and Student Loan Repayment Benefits

On July 4, President Trump signed the budget reconciliation bill (“One Big Beautiful Bill Act”) into More
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