May 19, 2015
Some of your clients may have built up a sizeable account over the years but haven’t kept detailed records or don’t know how to compute the tax liability. Here’s some key information you can pass along.
May 19, 2015
With the average military retirement age being 44 years old, the personal finance social network WalletHub conducted an in-depth analysis of 2015’s Best & Worst States for Military Retirees.
May 15, 2015
While your clients know that their employees will eventually leave their business – either for another company or retirement – it may not be a reality they are prepared for. With your help, they can properly plan for employees’ retirement.
May 14, 2015
A compromise that many firms make: 81% of firms over $20M and 58% of $2-10M firms have a mandatory retirement policy. The vast majority have a related provision: Partners continuing to work past 65 is subject to annual approval by the other partners.
May 11, 2015
A subset of Americans is redefining the way families within their income bracket live, work and plan for the future, according to a survey released today by EverBank. The High Net Worker (HNW), named for the group’s earning power, dogged work ethic and av
May 7, 2015
The IRS is reminding small business owners that they have just a couple of more weeks – until June 2, 2015 to be exact – to qualify for special tax relief if they haven’t filed annual retirement plan reports on time (IR-2015-74, 5/1/15).
May 7, 2015
Running a successful payroll practice is about more than just the services you provide; it’s also about selling those services. A great marketing campaign will consist of both digital and print collateral and target existing and prospective clients.
May 5, 2015
The new Patient-Centered Outcomes Research (PCOR) fee is used to offset the costs of the PCOR Institute, which funds research that will provide information to assist patients and their healthcare providers make more informed health care decisions.
April 29, 2015
The groups behind the letter make up the Tax Alliance for Economic Mobility - a national coalition working to advance federal policies that expand savings and investment opportunities for lower-income households through reform of the U.S. tax code.
April 28, 2015
The Big 4 accounting and business consulting firm Deloitte has established a strategic alliance with Accenture Duck Creek to help US property and casualty insurers prepare for the dynamic changes that are reshaping the insurance industry.
April 23, 2015
The program provides in-depth knowledge and helps practitioners develop expertise related to the legislative and tax implications of health care reform. This program arms practitioners with the knowledge and tools they need to increase client ...
April 23, 2015
There’s both good and bad news in the 2015 Retirement Confidence survey released by the Employee Benefits Research Institute (EBRI), an independent research firm based in Washington, D.C., on April 21. This is the 25th annual survey, making it the ...