Professional Services
5 Steps to Begin – or Enhance – Your Data Privacy Strategy

5 Steps to Begin – or Enhance – Your Data Privacy Strategy

Millions of people are unaware of how their personal data is being collected, used, or shared in an increasingly digital society. As a business, it’s more important than ever to have a data privacy strategy to protect customers and employees and remain compliant with applicable regulations.

Pooled Employer Plans: What’s New, What You Need to Know

Pooled Employer Plans: What’s New, What You Need to Know

Beginning January 1, 2021, pooled plan providers could start Pooled Employer Plans (PEPs), which Congress created to expand access to retirement benefits by allowing companies in unrelated industries to participate in a multiple employer plan (MEP). A little more than one year later, here’s what you need to know…

Is Your Business Leveraging These Tax Breaks?

Is Your Business Leveraging These Tax Breaks?

As we move beyond the 2021 tax filing season, small businesses and self-employed taxpayers should be certain to take advantage of all of the tax deductions and opportunities available to them. The following are 10 top tax breaks for small businesses and business owners to keep in mind when finalizing their tax returns for 2021 and planning for 2022.

Navigating the IRS Backlog

Navigating the IRS Backlog

The start of a new tax filing season often brings with it longer hold times with the IRS, as taxpayers and their tax preparers inundate phone lines with questions and concerns. But the 2022 filing season promises to be particularly challenging…

3 Ways to Protect Your Business from Fraud and Scams

3 Ways to Protect Your Business from Fraud and Scams

Business owners spend a lot of time and effort ensuring their operations run smoothly, from delivering quality goods and services to providing accurate financial statements and tax returns. Yet one scammer going after your company can bring it all down, harming your reputation and your revenue…

IRS Offers New Details to Prepare Schedules K-2, K-3

IRS Offers New Details to Prepare Schedules K-2, K-3

The IRS has provided an additional exception for qualified domestic partnerships and S corporations to file their schedules K-2 and K-3 for tax year 2021 to further ease the transition to these new schedules. The new schedules standardize international tax information to partners and flow-through investors while clarifying obligations and standardizing the reporting format…

Are You Taking Advantage of The Employee Retention Tax Credit?

Are You Taking Advantage of The Employee Retention Tax Credit?

Over the past nearly two years, businesses across the country, and the world, have been severely impacted by COVID-19. Throughout the course of the pandemic there have been numerous local, state, and national level legislative changes and implementations to aid in the...

Tracking The Trends: Retirement Plan Benefits

Tracking The Trends: Retirement Plan Benefits

Within the past couple of years, there has been a flurry of laws and regulations enacted to address the challenges workers face in saving sufficiently for retirement and provided short-term COVID-19 pandemic relief (financial and otherwise). Several legislative...

Top Five Workplace Compensation and Benefits Trends

Top Five Workplace Compensation and Benefits Trends

Many employers are giving employees greater flexibility to work alternative schedules, including hybrid arrangements (i.e., some in-person and some remote work) or continuing to work entirely remotely. To meet the moment and help with retention and recruiting,...