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Feb 8, 2023
Newsletter
Benefit Insights Newsletter | Winter 2023
The effective date of enactment for SECURE 2.0 Act of 2022.
Details on effective for Plan years beginning on or after 1/1/23, 1/1/24, 1/1/25 for SECURE 2.0.
Year-End Data Requests.
Action items for SECURE 2.0 coming soon.
Upcoming Deadlines for Calendar-Year Plans.
Feb 7, 2023
Newsletter
Plain & Simple | Winter 2023
As you gear up for business in 2023, take a look at recent history to understand the changes and challenges businesses have faced: Inflation, supply chain interruptions and delays, rising interest rates, the threat of recession, and global instability. So how do we respond to the unknowns and prepare ourselves to be successful in a challenging environment? We wanted to highlight key business trends to consider for your business model.
Article
5 Steps to Business Financial Success in 2023
It is not too late to set your business finances up for success in 2023.
Article
Implementing GASB Statement No. 96: Important Considerations
Subscription-based information technology arrangements (SBITAs) allow governments to benefit from the use of IT software without maintaining a perpetual license or title to the software, which is beneficial to both the government and the vendor.
Article
Managing Money in Manufacturing: Inventory and Cash Flow
Find a balance you will want to become comfortable with inventory and supply chain management and how they can be tools to help you with your business.
Blog
What’s in the Mix: Profitability for Restaurants
Here are five tips to increase profitability and cut costs in your restaurant.
Article
Every Dollar Counts: Business Benefits of Cost Segregation
Cost segregation is a tax strategy that helps business owners save money on the depreciating value of certain property assets.
Article
End 2022 on a High Note: Financial Planning for Small Businesses
As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future.
Article
End the Year on a Good Note: Tax Planning for Individuals
As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future.
Nov 29, 2022
Article
‘Tis the Season
Most charitable gifts are given directly via cash or check. However, there are better ways depending on your charitable goals that can lead to higher tax savings.
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