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Roth Catch-Up Under SECURE 2.0: What Plan Sponsors Need to Know

Qualified Plan Administration & Consulting , Advisory

Roth Catch-Up Under SECURE 2.0: What Plan Sponsors Need to Know

EBITDA-Based Deductions Return Under Section 163(j) Reform

Tax

EBITDA-Based Deductions Return Under Section 163(j) Reform

Dustin Deck, Shareholder

Popular

Fair Lending for Community Banks

One Big Beautiful Bill Act Tax Changes Ahead

Uncovering Tax Incentives That Fuel Business Growth

Big Beautiful Bill New Tax Law Reopens the Door for R&D Refunds

WEBINAR: Year-End Tax Planning for Businesses

Join our team of expert tax advisors as they break down what you need to know to minimize tax liability and set your business up for a strong start in 2026.

•Dec 10, 2025•Business Tax

WEBINAR: Year-End Tax Planning for Businesses

WEBINAR: Year-End Tax Strategies for Individuals 2025

This webinar is tailored for individuals and families looking to take proactive steps before year-end to strengthen their tax position.

•Nov 18, 2025•Tax

WEBINAR: Year-End Tax Strategies for Individuals 2025

WEBINAR: ACA Reporting Insights You Can't Afford to Miss

Navigating ACA reporting can be complex. Join Mary Mitchell for a free webinar on ACA reporting guidance.

Nov 5, 2025•Clark Schaefer Strategic HR

WEBINAR: ACA Reporting Insights You Can't Afford to Miss

Don’t Let Your Retirement Plan Suffer from HR Overload

Today’s HR departments are juggling more than ever, and retirement plan compliance is at risk of slipping through the cracks

•Sep 30, 2025•Advisory

Don’t Let Your Retirement Plan Suffer from HR Overload

[Case Study] Operational Discipline Turns Food Costs into Savings

Within just four weeks, the franchisee reduced food cost by 3%, representing approximately $22,500 in annual savings across three locations.

Sep 22, 2025•Advisory

[Case Study] Operational Discipline Turns Food Costs into Savings

Roth Catch-Up Under SECURE 2.0: What Plan Sponsors Need to Know

Beginning in 2026, certain employees will only be able to make catch-up contributions on a Roth basis. This change is part of SECURE 2.0

Sep 22, 2025•Qualified Plan Administration & Consulting , Advisory

Roth Catch-Up Under SECURE 2.0: What Plan Sponsors Need to Know

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