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Reducing Fiduciary Risk When Offering Company Stock in Qualified Retirement Plans

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Giving employees opportunities to invest in company stock can be a valuable tool to recruit and retain top talent as well as create a sense of company loyalty. Companies can […]

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Is Your Withholding Adequate? Here Is How To Check.

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When you filed your federal tax return this year, were you surprised to find you owed money? You might want to change your withholding so that this doesn’t happen again […]

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How to Avoid the Early Withdrawal Tax Penalty on IRA Distributions

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When you take withdrawals from your traditional IRA, you probably know that they’re taxable. But there may be a penalty tax on early withdrawals depending on how old you are […]

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Businesses: Act Now To Make The Most Out of Bonus Depreciation

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The Tax Cuts and Jobs Act (TCJA) significantly boosted the potential value of bonus depreciation for taxpayers — but only for a limited duration. The amount of first-year depreciation available […]

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What Is An Internal Control Risk Assessment?

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Nonprofits do meaningful and impactful work in our communities. The last thing anyone wants to see is a beloved charitable organization, foundation, or religious organization in the press for the […]

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