Latest Articles

 Starting a Qualified Plan for a Small Biz? It’s SIMPLE

June 30, 2014 

Starting a Qualified Plan for a Small Biz? It’s SIMPLE

SIMPLE. The name says it all. It stands for Savings Incentive Match Plan for Employees, a contrived moniker, but you get the picture. This type of qualified retirement plan, created back in 1996, is designed to provide an easy and convenient retirement plan option for small business operations.

Ken Berry, JD

 10 Common Nexus-Creating Activities for Sales and Use Tax

June 30, 2014 

10 Common Nexus-Creating Activities for Sales and Use Tax

As a part of CPA Practice Advisor's ongoing series, "A Year in the Life of a SALT Accountant," Dallas-based Peisner Johnson LLP offered some key advice to accountants and their small business clients when it comes to activities that can cause them to be exposed to unexpected sales and use taxes in jurisdictions where they…

 Should Your Clients Join the Rush to Roth IRAs?

June 27, 2014 

Should Your Clients Join the Rush to Roth IRAs?

Although it’s been almost five years since the floodgates were opened, we’re still seeing a steady stream of conversions to Roth IRAs. As long as Congress doesn’t clamp down on the rules, you can expect for this trend to continue.

Ken Berry, JD