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Form 5500 and How to Avoid Three Common Mistakes
June 18th, 2021
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Audit
For businesses with retirement plans it is crucial to understand Form 5500. The form reports on a significant amount of information about the plan. Form 5500 details the financial, actuarial, […]
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Succession Planning Considerations for Telecom Leaders
June 17th, 2021
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Consulting |
Succession Planning
Long before a business owner blows out the candles at their retirement party, a succession plan should be in place to ensure the company and its future leaders are set […]
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Four Key Questions to Start Successful Succession Planning
June 17th, 2021
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By Dave Nielsen |
Consulting |
Succession Planning
One of the most challenging events in a business owner’s life is business succession. Whether it is a transition to family member(s), or a sale to a private equity firm, […]
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Low Income Housing Tax Credits & Pitfalls of Income Averaging
June 17th, 2021
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By Keith Pfeifle |
Tax Credits
The Consolidated Appropriations Act of 2018 created a new minimum set aside election for new Low Income Housing Tax Credit (LIHTC) projects. Income averaging is one of the set-aside elections […]
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Taking Control of Employee Transition
June 11th, 2021
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By Bill Tucker |
Consulting |
Succession Planning
What do you do now? Your municipality’s valued employee: business manager, treasurer, department head, whatever the title may be, just gave their notice. There are two weeks, maybe a month, […]