S E R V I C E S
Retirement Planning
There are many stages of retirement planning and many perspectives. Whether you are the employer, employee, or retiree, we can help.
Whatever your situation, we can help educate you so you can make an informed decision based on your needs and goals.
Employers
If you are an employer, we can advise you on how to pay less money in income taxes, attract the best employees, and save for retirement. We can also assist you in choosing the correct retirement plan for you and your employees.
Employees
If you are an employee, you may wonder if you are doing enough to save for retirement. We can advise you on the tax and financial impact of different retirement plans, and which ones might make sense for your situation.
Retirees
If you are already retired or on the verge of retirement, we can help you project the effect of taking social security benefits or how your first year of RMD may impact your tax return.
The Securities and Exchange Commission’s (SEC) finalized cybersecurity rules expand public companies’ cyber risk management and disclosure responsibilities. A host of new requirements not only mandate timely disclosure of material…
Employee turnover often triggers a wave of issues for a company and its human resources department. Even 401(k) retirement plans — one of the most sought-after employee benefits — can…
“An exemption from UNICAP? And no limitation on the amount of business interest expense I can deduct? Sign me up!” Many taxpayers (and their tax return preparers) have eagerly embraced…
Two significant regulatory changes to retirement plans require immediate attention from plan sponsors, both to ensure current operational compliance and to comply with upcoming deadlines. Many long-term, part-time (LTPT) employees…
