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Paid Leave and Tax Credits for Businesses
By Anne ZavagliaPosted on April 2nd, 2020
The Families First Coronavirus Response Act was signed into law by President Trump on March 18, 2020. The Act provides relief to employees, as well […]
Learn MoreCARES Act – Impact on IRAs and Retirement Plans
By Anne ZavagliaPosted on April 2nd, 2020
On March 27, 2020, President Trump signed into law the Coronavirus Aid, Relief, and Economic Security Act (CARES Act). This stimulus package is designed to […]
Learn MoreThe SECURE Act Signed into Law
By Anne ZavagliaPosted on January 2nd, 2020
President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the SECURE Act, into law December 20, 2019. Included in […]
Learn MoreWhat are the new HRA options that will be available to employers in 2020?
By Mark FisselPosted on December 2nd, 2019
Health reimbursement arrangements (HRAs) are employer-sponsored accounts that help employees pay for health-care expenses on a tax-advantaged basis. An employer establishes HRA accounts on behalf […]
Learn MoreAs a business owner, what should I know before adding a financial wellness program?
By Mark FisselPosted on May 30th, 2019
Financial wellness programs are gaining traction among employee benefit offerings, and for good reason: In an International Foundation of Employee Benefit Plans (IFEBP) survey, 96% […]
Learn MoreOpportunity Zone Update: New IRS Language Clarifies Lingering Issues
By Clint EdgingtonPosted on May 2nd, 2019
The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second set of Treasury regulations regarding Opportunity […]
Learn MoreMergers & Acquisitions: What’s in the Deal for Investors?
By Mark FisselPosted on April 25th, 2019
Merger and acquisition (M&A) activity in North America and Europe reached its second highest level on record in 2018. There were 19,501 deals worth $3.6 […]
Learn MoreOpportunity Zone Fund Update
By Clint EdgingtonPosted on March 5th, 2019
The landscape for Qualified Opportunity Zone funds continues to develop and show promise. While favorable taxation should never trump underlying investment merits, this strikes us […]
Learn MoreBusiness Owners: What’s Your Plan for Retirement?
By Anne ZavagliaPosted on November 29th, 2018
Business owners often put their heart, soul, and nearly all of their money into their business. When it comes to retirement planning, business owners should […]
Learn MoreYear-End Review
By Mark FisselPosted on November 29th, 2018
December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other year-end financial […]
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