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What’s a safe harbor 401(k)? Insights for employers

What’s a safe harbor 401(k)? Insights for employers

March 28, 2025

Employers: Are you ready to roll out a qualified retirement plan but worried about the administrative burden of a traditional 401(k)? One way to simplify this type of plan is to opt for a safe harbor 401(k). Details here.

Ratio rundown: Use financial benchmarking to unlock profitability, efficiency and growth

Ratio rundown: Use financial benchmarking to unlock profitability, efficiency and growth

March 27, 2025

Start benchmarking today and take the guesswork out of financial management.

6 essential tips for small business payroll tax compliance

6 essential tips for small business payroll tax compliance

March 26, 2025

No matter how meticulous your business is, payroll taxes can be complex. Here are six quick tips to help you stay on track.

Numerical vs. narrative: Performance review considerations for employers

Numerical vs. narrative: Performance review considerations for employers

March 25, 2025

Employers: Performance reviews are critical to employee engagement and productivity. To be successful, evaluate whether a numerical or narrative approach is best, or a combination of the two.

Planning for the future: 5 business succession options and their tax implications

Planning for the future: 5 business succession options and their tax implications

March 20, 2025

Business owners have several options when planning for succession. Here are five to consider, along with the tax implications.

Turning stock downturns into tax advantages

Turning stock downturns into tax advantages

March 19, 2025

If you invest in the stock market, you’ve probably owned some losing shares. Here are the rules for claiming losses on your tax return for depreciated or worthless stock.

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