News & Insights
Plan Sponsor Alert: Despite Growth, HSAs Largely Untapped for Retirement Savings
June 23rd, 2023
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Financial & Retirement Planning |
Tax |
Employee Benefit Plans
Healthcare is a major cost in retirement, yet many people don’t plan effectively for it. Fidelity’s annual Retiree Health Care Cost Estimate showed that in 2022, an average retired couple […]
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Virtual Currency Lands in the IRS’s Crosshairs
June 21st, 2023
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Tax |
Affordable Housing |
Cannabis |
Construction |
Employee Benefit Plans |
Manufacturing |
Nonprofit |
Small & Midsize Businesses |
Telecommunications
While the value of virtual currency continues to fluctuate, the IRS’s interest in it has only increased. In 2021, for example, the agency launched Operation Hidden Treasure to root out […]
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What’s in the Fiscal Responsibility Act?
June 5th, 2023
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Accounting & Outsourced Solutions |
Consulting |
Affordable Housing |
Cannabis |
Construction |
Employee Benefit Plans |
Manufacturing |
Small & Midsize Businesses |
Telecommunications
President Biden has signed into law the new debt ceiling agreement that he reached with U.S. House of Representatives Speaker Kevin McCarthy (R-CA). The Fiscal Responsibility Act (FRA) suspends — […]
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Avoid Succession Drama With a Buy-Sell Agreement
June 2nd, 2023
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Consulting |
Litigation Support |
Risk Management |
Strategy and Planning |
Affordable Housing |
Cannabis |
Construction |
Employee Benefit Plans |
Manufacturing |
Small & Midsize Businesses |
Telecommunications
Recently, the critically acclaimed television show “Succession” aired its final episode. If the series accomplished anything, it was depicting the chaos and uncertainty that can take place if a long-time […]
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The IRS Has Just Announced 2024 Amounts for Health Savings Accounts
May 23rd, 2023
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Accounting & Outsourced Solutions |
Tax |
Employee Benefit Plans |
Small & Midsize Businesses
The IRS recently released guidance providing the 2024 inflation-adjusted amounts for Health Savings Accounts (HSAs). HSA fundamentals An HSA is a trust created or organized exclusively for the purpose of […]