Options for forfeited employee FSA balances
April 16, 2026
Grace periods for calendar-year flexible spending accounts (FSAs) are ending soon. If employees haven’t spent their 2025 FSA balances, unused amounts may revert to the employer. Here’s what IRS rules allow your business to do with forfeited funds.
Employers should conduct regular cafeteria plan checkups
April 15, 2026
A cafeteria plan can allow employers to offer an appealing menu of employee benefits and reduce payroll taxes. But diligent oversight is necessary to maximize plan value and avoid compliance mistakes. Let’s discuss.
The ins and outs of materiality
April 9, 2026
For many business owners, materiality is a gray area in financial reporting. Learn how adopting a materiality mindset can sharpen your financial insights and help you make smarter business decisions.
What’s your potential business vehicle deduction?
March 26, 2026
There’s much to consider before deciding whether to use the actual expense method or cents-per-mile method to deduct expenses for a vehicle your business placed in service in 2025.
IRS extends key deadline for IRA-based retirement plans
March 24, 2026
There’s good news for employers that sponsor SEP-IRAs or SIMPLE IRAs: The IRS has extended the general deadline for required plan document amendments. Here’s what you need to know.
Turn your income statement into a profit-boosting playbook
March 20, 2026
Your income statement shows what’s driving momentum and what’s holding you back. Learn how to use this report to build a winning game plan.
