An overview of plan documents and SPDs for employers
June 16, 2025
Employers: If your organization sponsors an employee benefit plan subject to ERISA, be sure to mind all the details. Just one example is properly creating and administering a plan document and summary plan description.
How to turn F&A turnover into a business opportunity
June 12, 2025
When your CFO or controller leaves the business, it’s your cue to respond with a sharper strategy, better tech, streamlined processes and fresh insights. Don’t fear turnover in your finance and accounting team, learn how to leverage it!
Tax breaks in 2025 and how The One, Big, Beautiful Bill could change them
June 11, 2025
Curious how The One, Big, Beautiful Bill could affect taxes for you and your family? Here are seven key tax breaks in the bill and what they could mean for you.
What happens to qualified transportation plan balances when employees leave?
June 10, 2025
Does your organization sponsor a qualified transportation plan? (Or are you considering one?) If so, be sure to fully understand the rules affecting account balances of employees who leave their jobs.
5 tax breaks on the table: What business owners should know about the latest proposals
June 9, 2025
You’ve probably heard about The One, Big, Beautiful Bill in Congress. If enacted, what does it mean for your business?
The advantages of a living trust for your estate plan
June 4, 2025
Discover how a living trust can help you avoid probate, protect your privacy and simplify the transfer of your assets.
