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  • 2020 Form 5500 Not Needed for Retroactively Adopted Retirement Plans

    2020 Form 5500 Not Needed for Retroactively Adopted Retirement Plans

    September 17th, 2021 | Employee Benefit Plans
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    On August 6, 2021, the IRS announced that employers who in 2021 retroactively adopt a tax-qualified retirement plan for 2020 are not required to file a 2020 Form 5500 Annual…

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  • Managing Cash Flow in a Construction Business

    Managing Cash Flow in a Construction Business

    September 17th, 2021 | Accounting | Construction
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    Managing cash flow in a construction business is often more challenging than in most other industries. Tracking your company’s cash flow recognizes when cash comes in, goes out, and how…

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  • Is your business underusing its accounting software?

    Is your business underusing its accounting software?

    September 17th, 2021 | Technology
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    Someone might have once told you that human beings use only 10% of our brains. The implication is that we have vast, untapped stores of cerebral power waiting to be…

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  • Strengthening Workers’ Financial Wellness after the Pandemic

    Strengthening Workers’ Financial Wellness after the Pandemic

    September 17th, 2021 | Wealth Management | Employee Benefit Plans
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    Even before the COVID-19 pandemic, employers were becoming increasingly focused on helping their workforces prepare for retirement and address other areas of financial wellness. Unfortunately, the pandemic heightened the pressures…

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  • How to Plan for Succession: Paving the Way for Continued Prosperity

    How to Plan for Succession: Paving the Way for Continued Prosperity

    September 17th, 2021 | Consulting | Wealth Management | High Net Worth
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    Proficient chess players begin each game with a clear strategy that prepares multiple moves in advance. While each move is designed to set up the next, a strategic chess player…

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