Benefits April 13, 2026
Should Seniors Expect a Social Security Increase Amid Soaring Gas Prices?
The Social Security cost-of-living adjustment for 2027 is expected to be 2.8%, according to a new projection from The Senior Citizens League.
February 27, 2014
Tax Preparers Urged to Help People Enroll in Healthcare, aka Obamacare
According to a new report prepared on behalf of the Urban Institute for the Robert Wood Johnson Foundation, the impetus for covering more taxpayers under Obamacare could come from an intriguing source: Tax return preparers.
February 27, 2014
Income Taxes for Retirees: Easier, But Still Complex for Some
Think taxes get a lot easier when you retire? Like everything else in life, it depends, especially since the tax aspects of Social Security, 401(k) withdrawals and IRAs can get pretty confusing.
February 26, 2014
Non-Profit Entities Asked To Identify Best 403(b) Practices
Non-profit organizations that sponsor 403(b) plans have an opportunity to find out how their retirement program compares to others across the nation by participating in the 2014 Plan Sponsor Council of America (PSCA) 403(b) Plan Survey .
February 24, 2014
America Saves Week Reminds Everyone to be Prepared
Are you saving enough for retirement and overall financial security? Now many be a good time to examine just how prepared you are.
February 20, 2014
Obamacare May Be Delayed, But The Excise Tax Isn’t – How Much Can It Cost Businesses?
The recent decision to postpone the employer mandate to provide affordable health care coverage to full-time employees under Obamacare (the “play or pay rules”) is welcome news to certain mid-sized companies.
February 19, 2014
Think Twice About Once-a-Year IRA Rollover Rule
Under the federal income tax law – specifically, Section 408(d)(3)(B) of the Internal Revenue Code – a taxpayer can roll over funds from one IRA to another only once a year.
February 13, 2014
Obama Administration Postpones IRS Insurance Mandate Again
New final regulations issued on February 10, 2014 by the Treasury Department have postponed the employer mandate another year – until January 1, 2016 – for certain mid-sized employers.
February 13, 2014
New CBO Report Links Obamacare to Job Losses
In the wake of a new report from the Congressional Budget Office (CBO) assessing the impact of Obamacare on employment, Republicans in Congress are renewing some objections to the controversial legislation and modifying others.
February 12, 2014
Are Your Clients Overlooking Tax-Free Fringe Benefits?
We get so busy during tax season that we often barely have time to breathe. Even so, I want you to do some reading. Call the IRS at 800-TAX FORM (800-829-3676) to get a printed copy of IRS Publication 15-B. Have you ever read it? It’s all about fringe benefits.
February 11, 2014
Introducing the MyRA: Boom or Bust?
President Obama didn’t drop any bombshells in his State of the Union address delivered on January 28. But he did unveil a new retirement-saving concept called the “MyRA” (a wordplay on IRA). As the president explained, this account will be designed to encourage retirement savings by workers who don’t have access to employer plans like…
February 10, 2014
What the Affordable Care Act Means to Small Businesses
The Treasury Inspector General has called the Affordable Care Act the biggest tax act in 20 years. What does the ACA mean to you and your clients?
February 10, 2014
Healthcare Costs Top List of Small Business Concerns
How concerned are small businesses about the costs of implementing the new health care insurance laws? A new survey shows it's their top worry.