Section 2202. Tax Favored Withdrawals from Retirement Plans The Coronavirus Aid, Relief, and Economic Security (CARES) Act allows participants to receive up to … [Read more...]
Flex Spending Account, DCAP, HRA, HSA, and QSEHRA Election Changes
March 25, 2020 by Jen Burnett
This article was last updated on 4-2-20 at 11 am. Flex Spending Account (FSA and Limited FSA) Election Changes Here is the most up-to-date information on … [Read more...]
COVID-19 Related Cyber Threats
March 24, 2020 by Kari Steinbeisser
As many of you have transitioned to your home offices, keep in mind the evolving cyber threats, including new campaigns centered around the Coronavirus … [Read more...]
FAQs on Small Business Administration Economic Injury Disaster Loans (EIDL)
March 24, 2020 by Annette Benson
This article was last updated 4-20-2020 at 11 am. As of March 21, 2020, all small business owners in the U.S. are currently eligible to apply for a low … [Read more...]
Preventing Fraud: Tips to Design Strong Internal Controls for Inventory Management
December 12, 2019 by Annette Benson
Inventory is a common area susceptible to fraud risk. By implementing controls over your entity’s inventory, it will help to mitigate some of those risks as … [Read more...]
Consider Three Important Questions Before You Begin Your Estate Planning
September 18, 2019 by Jill Hedman
Because estate planning isn't just about reducing taxes, but it's also about making sure your assets are distributed as you wish --both now and after you're … [Read more...]
Every New Business Needs a Record System
September 8, 2019 by Heather Lehr
Many small start-up businesses are off and running before any record system has been set up. There is money deposited into the new business checking account, … [Read more...]
Every Estate Should Have These Basic Documents
August 19, 2019 by Stacey Seviola
Estate planning is not just a task for the wealthy. Even though federal tax implications kick in only if your estate exceeds $5,430,000, there are other issues … [Read more...]
Update Your Beneficiary Designations
August 19, 2019 by Larry Stulen
Update Your Beneficiary Designations Who have you designated as beneficiaries for your insurance policies and retirement accounts? If you can't remember, … [Read more...]
Use the 80-20 Rule to Increase Your Business Profits
August 18, 2019 by Jeff Rislov
How well do you know your customers? Which ones are the most profitable? Which ones take most of your time? It's worth taking the time to find out. If your … [Read more...]
