Near-or-far from retirement, this law impacts you. The Secure Act 2.0 builds on earlier legislation that altered the rules regarding how to save and withdraw...

Plan ahead with this tool to get the most from these credits The Inflation Reduction Act, signed into law this summer, includes expanded or extended...

Meeting the IRS qualifications for ERTC to hold up against an IRS audit Dental practice owners and the financial advisors that support them are always...

Meeting the IRS qualifications for ERTC to hold up against an IRS audit Most COVID-19 relief programs have expired, however, the Employee Retention Tax Credit...

Weak earnings and inflation fears send market sliding On Wednesday, May 18, 2022 the S&P 500 slid -4.04%, the worst drop since June 2020. Earnings...

Long-Term Strategies Capitalize on Market Dislocation The words “Happy New Year” need not apply when it comes to the markets in 2022.  Volatility began at...

Step through the reporting process guidelines The Department of Health and Human Services (HHS) recently released the reporting standards, timelines and submission guidelines for healthcare...

What proposed changes mean for high-income earners In mid-September, House Democrats released the details of their proposed tax plan. The proposal is expected to raise...

Use our timeline to determine your deadline On Friday, June 11, the U.S. Department of Health and Human Services (HHS) released an update to the...

The key things to know about PPP1 and PPP2, EIDL, ERC and HHS in one place The COVID-19 pandemic brought many unforeseen challenges to 2020...

The Consolidated Appropriations Act’s tax provisions impacting you In late December of 2020, the Consolidated Appropriations Act (CAA) became law. Although most of the news...