IRS updates model notices for retirement plan rollovers
February 12, 2026
Employers: Do you sponsor a qualified retirement plan for your employees? If so, you should read up on recent IRS updates to its model notices for eligible rollover distributions. We’ve got the details here.
How the new Trump Accounts for children will work
February 10, 2026
If your baby is eligible for a $1,000 free government contribution, you’ll want to set up a Trump Account. These new accounts also can be beneficial for older children. Here’s what you need to know.
There’s still time to set up a SEP and reduce your 2025 taxes
February 9, 2026
A SEP retirement plan is easy to establish and a powerful retroactive tax planning tool for business owners and the self-employed.
Identifying the true cost of terminating an employee
February 6, 2026
Employers: Is your organization prepared to handle everything that comes with terminating an employee? Let’s discuss how to get a firm grasp of the true cost.
Preparing your F&A team for leadership changes
February 5, 2026
Strong finance and accounting teams plan for leadership change … before it happens.
Tax filing FAQs for individuals
February 4, 2026
Tax filing season is upon us, and you probably have questions. Here are answers to some FAQs to help.
