Retirement plan changes for long-term, part-time employees
SECURE 2.0 changes the rules for how long-term, part-time employees are treated for purposes of 401(k) and 403(b) retirement plans.
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Making audit make sense
For too many boards, the audit committee remains a catch-all for issues that don’t seem to fit elsewhere. A roundtable discussion.
Income tax provision considerations for financial statement preparers
Financial statement preparers should consider the impact of new tax laws and regulations on income tax calculations and disclosures in their 2022 financial statements.
10 issues that affect wealth preservation and what you can do about them
Wealth preservation issues and strategies for multigenerational wealth; how to prioritize grantor intent for future generations while minimizing taxes and reducing conflict.