National 401(k) Day arrives on September 5, 2025, and while most view this as an employee-focused observance, smart business owners see it differently. This annual checkpoint offers the perfect opportunity to evaluate whether your retirement benefits are actually...
Your annual golf tournament raised $85,000 last year, and your charity auction brought in $120,000. Both events felt like tremendous successes until someone mentioned that a portion of those proceeds might be subject to federal taxes. Wait, what? You’re...
If you thought the last major GASB update was a lot to handle, you’re going to want to pay attention to this one. GASB Statement No. 103, Financial Reporting Model Improvements represents the most substantial update to the financial reporting model since GASB...
August 2025 The passing of Secure Act 2.0 in 2022 continues to drive changes to qualified retirement plans. As we approach 2026, we are faced with navigating a significant change in the way salary deferral catch-up contributions are treated. Employees aged 50 and...
In the realm of supply chain cost management, unexpected changes can be particularly daunting. Three weeks ago, a construction client called us, deeply concerned about tariff impacts on his business. His lumber supplier had just informed him that materials for a $2.8...
