News & Insights

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, […]

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 […]

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, […]

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 […]

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, […]