With the rise of AI, deepfake fraud is on the rise, resulting in significant financial losses for companies. Explore the need for increased employee education and enhanced security measures. Reach out to us to learn how to protect your organization against these sophisticated cybercrimes.
IRS urges employers to review ERC claims before the Voluntary Disclosure Program deadline of March 22, 2024. The agency warns of 7 common signs that their claims may be incorrect.
Maximize your health savings account benefits and avoid unnecessary taxes and penalties. Discover the eligibility criteria, benefits, and how to effectively manage your HSA.
Are you a high-income earner seeking ways to optimize your retirement savings? Get a full grasp of how the Backdoor Roth IRA can be an effective tool for you.
If you're a business owner who mistakenly claimed the Employee Retention Credit, find out how the new IRS Voluntary Disclosure Program can help you rectify the situation. Discover the eligibility criteria, benefits, and application process in our informative video.
The CTA is a significant shift towards greater corporate transparency. Businesses should review their status under the Act and take the necessary steps to ensure compliance.
You likely have at least one old retirement account if you've ever changed employers. These accounts stay exactly as you left them unless you take action. In this video, we'll provide options for what to do with those old accounts.
In the world of real estate, the Section 1031 exchange has been a significant tool for investors who want to grow their real estate portfolio and wealth. In this video, we'll explain how a 1031 exchange works and important considerations when using one.
A deep dive into the IRS' continuous efforts to provide further guidance regarding the Employee Retention Credit (ERC) as it combats scam promotions and ineligible credit applications.
A goal of estate planning is to maximize the wealth that is passed on to one's heirs. In this video, we'll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth.
Nonprofit board service can be as exhausting as it is rewarding. Whether you are on a board yourself, thinking about joining a board, or seeking to improve the one you sit on, here are three things that high-functioning nonprofit boards get right.
Discover the benefits of private foundations for managing charitable giving and how they differ from donor-advised funds. Gain greater control and flexibility over your philanthropic efforts while creating a lasting legacy of giving for future generations.
Discover how a recent decision by the National Labor Relations Board could reshape workplace policies and potentially impact your business. Learn more about Section 7 of the National Labor Relations Act and the NLRB decision means for employee rights and how it could affect your company's rules.