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Understanding Your Role as an ERISA Plan Administrator

As an ERISA plan administrator, your role as a fiduciary is essential to the integrity and success of your retirement plan.

David Rich

•Nov 4, 2024•Employee Benefit Plan Audit

Understanding the Impact of 2025 Inflation Adjustments

Tax-bracket thresholds increase for each filing status, but because they’re based on percentages, they increase more significantly for the higher brackets.

Oct 31, 2024•Advisory, Private Client Services

Five Tips for Construction Companies to Harness the Power of Big Data

Big data refers to the large volume of info collected through various tech sources, such as phones, social media, GPS, cameras, algorithms, & satellites

Michael Cullum

•Oct 28, 2024•Articles

Tax Policy - A Key Battleground in the 2024 Presidential Race

Harris has proposed boosting the maximum CTC from $2,000 to $3,600 for each qualifying child under age six, and $3,000 each for all other qualifying children

Brendan Walsh

•Oct 17, 2024•Business Tax, Tax

Federal Natural Disasters: Tax Relief & Casualty Loss Deduction

If your family or business has been affected by a recent disaster, you may be eligible for a casualty loss deduction and federal tax relief.

James Swisher

•Oct 14, 2024•Tax Credits & Incentives

Smart Investing for Not-for-Profits: Managing Reserve Funds and Endowments

Creating investment policies begins by defining the purpose of different funds or investment pools.

Luke Downing

•Oct 10, 2024•Articles

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