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Government Budgeting Process: How to Develop, Maintain, and Strategize for the Future
July 6th, 2023
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By Rod Taylor |
Accounting & Outsourced Solutions |
Consulting
This is the second article in a two-part series on the budgeting process and best practices for local governments. Click HERE to view the first article in the series. […]
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The Importance of Pre-Death Estate Planning
June 29th, 2023
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By Jen Danko |
Estate Planning |
Financial & Retirement Planning |
High Net Worth |
Wealth Management
By: Jen Danko Planning for the future is a responsibility we all share. One crucial piece of crafting a solid life plan that often gets overlooked is estate planning. […]
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The Best Way to Survive an IRS Audit is to Prepare
June 28th, 2023
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Audit |
Audit & Assurance |
Tax
The IRS recently released its audit statistics for the 2022 fiscal year and fewer taxpayers had their returns examined as compared with prior years. But even though a small percentage […]
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Plan Sponsor Alert: Despite Growth, HSAs Largely Untapped for Retirement Savings
June 23rd, 2023
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Financial & Retirement Planning |
Tax
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
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 […]