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Defined Contribution Plans Mandatory Lifetime Income Disclosures
August 15th, 2021
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Audit
With the intent to give retirees more visibility into how retirement savings translate into lifetime income, as part of the Setting Every Community Up for Retirement (SECURE) Act of 2019, […]
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There’s Currently a “Stepped-up Basis” If You Inherit Property — But Will it Last?
August 15th, 2021
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Estate Planning |
Financial & Retirement Planning |
High Net Worth
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for tax purposes. The current rules Under the current fair market […]
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Microsoft Dynamics 365 Business Central Cloud Based ERP Overview
August 3rd, 2021
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Business Accounting Software |
Microsoft 365 Business Central |
Technology
An overview of Microsoft Dynamics 365 Business Central ERP cloud software.
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PN3 – AP Automation Demo
August 3rd, 2021
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Technology
Recorded demo of PN3. A full procure to pay and AP automation solutions to businesses and non-profit organizations of all sizes.
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Sage Intacct Q2 Release
August 3rd, 2021
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Business Accounting Software |
Sage Intacct |
Technology
Overview of Sage Intacct 2021 Quarter 2 Release.
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Recent Posts
Hall & Romkema, PLC to join Maner Costerisan, January 1, 2023