Latest Articles

 Trustero Completes SOC 2 Type 1 Certification

March 25, 2022 

Trustero Completes SOC 2 Type 1 Certification

The Trustero Compliance as a Service (CaaS) platform establishes and manages regulatory compliance by undertaking vulnerability assessments, security risk analyses, and other measures to ensure that all business processes and systems remain fully ...

Form 1040 2021

March 24, 2022 

Squeezing Under the Medical Deduction Threshold

The annual threshold for deducting medical expenses is finally set in stone. After several years of yo-yoing up and down, the Consolidated Appropriations Act (CAA) established a permanent threshold of 7.5% of adjusted gross income ...

hacker-IT-security-Pixabay_MadArtzGraphics-1944688_1280

March 24, 2022 

Why Security Measures Are Critical for Tax Pros

Every firm is different when it comes to how they acquire, access, store or share data. Given the importance of security of your client’s and your firm’s data, it is important for you to deeply understand the procedures and practices that are in place...

retirement_accounts

March 23, 2022 

Majority of Employers Considering Retirement Plan Enhancements

Overall, the survey found three in four respondents (75%) that sponsor a DC plan made a change to their plan in the last two years and expect to make at least one change over the next two years. An additional 14% of sponsors that didn’t make a change ...