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Hidden Figures: Why It’s Important for Plan Sponsors to Identify Controlled Groups

The identification and treatment of controlled groups often proves to be an enormous challenge for...

Auto-Enrollment Under SECURE 2.0: Why It Matters

“Compound interest is the eighth wonder of the world. He who understands it earns it. He who...

The Importance of Correct Unit Reporting

Correct reporting of units can have significant impacts on various HUD compliance and financial...

Understanding CECL Implementation for Community Banks

What is CECL and Why It Matters for Community Banks The Current Expected Credit Loss (CECL) model...

Maintaining Your Tax-Exempt Status

You’ve finally done it! You’ve organized your non-profit organization according to the laws of your...

Small Business Owners: Leveraging the One Big Beautiful Bill for Strategic Growth

The One Big Beautiful Bill Act introduces significant tax reforms designed to promote small...

Pass-Through Entity Tax Elections: Beating the SALT Cap

One of the most impactful changes from the Tax Cuts and Jobs Act (TCJA) was the limitation of state...

Don't Be Afraid to Fail: Dave Turin's Best Advice for Construction Entrepreneurs

As we wrapped up what turned out to be a bucket-list conversation for me, I asked Dave Turin what...

How AI and Automation Can Support the Denial Management Process

Claim denials is a significant issue for healthcare, especially as they continue to rise: last...

IRS Drafts Revision to Form W-9 for Taxpayer Identification Number Requests

The IRS has released a draft Form W-9, Request for Taxpayer Identification Number and...