News & Insights
Read the Latest Premium Financial Planning News
Independent Contractor vs. Employee Status: The DOL Issues New Final Rule
March 5th, 2024
|
Business Tax Services |
Tax
The U.S. Department of Labor’s (DOL’s) test for determining whether a worker should be classified as an independent contractor or an employee for purposes of the federal Fair Labor Standards […]
READ MORE
Small Businesses Can Help Employees Save for Retirement, Too
March 1st, 2024
|
Financial & Retirement Planning |
Wealth Management
Many small business owners run their companies as leanly as possible. This often means not offering what are considered standard fringe benefits for midsize or larger companies, such as a […]
READ MORE
If You Didn’t Contribute to an IRA Last Year, There’s Still Time
February 29th, 2024
|
Financial & Retirement Planning |
Wealth Management
If you’re gathering documents to file your 2023 tax return and you’re concerned that your tax bill may be higher than you’d like, there might still be an opportunity to […]
READ MORE
Why It’s Important to Get Your Company’s Financials Done on Time
February 28th, 2024
|
Accounting & Outsourced Solutions |
Audit & Assurance |
Financial Statement & Audit Preparation
Have you completed your company’s year-end financial statements yet? Most calendar-year entities issue their year-end financials by March of the following year. Lenders and investors may think the worst if […]
READ MORE
Intuit to Discontinue Supporting QuickBooks Desktop 2021 in May 2024
February 27th, 2024
|
Accounting & Outsourced Solutions |
Technology
Impacted users are encouraged to plan for necessary upgrades today to continue service. Intuit has started to send notices to QuickBooks Desktop 2021 and earlier users, informing them that the […]