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.



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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.


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.


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.

Revisiting Eligibility for Small Business Taxpayer Exemptions

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“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…

Complying with SECURE Act Changes to Long-Term Part-Time Employee Eligibility and IRS Form 5500

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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…

Virginia Issues Final PTET Guidance for Tax Years 2022-2025 and Retroactive Guidance for Tax Year 2021

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On January 17, the Virginia Department of Taxation (DOT) issued final guidelines for the commonwealth’s pass-through entity tax (PTET) for tax years 2022 through 2025, and on March 4, it…

Treasury, IRS Release Final Regulations on Elective Pay Election for Energy Tax Credits

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The Department of the Treasury and the IRS on March 5 released final regulations (TD 9988) on the elective pay election for certain energy tax credits under IRC Section 6417,…