Guidance for Growth

Advisory Watch2023-06-01T08:46:33-04:00

Form 990-Series: A Guide for Tax-Exempt Organizations

Tax-exempt organizations operating on a calendar year-end (December 31) are reminded to prepare their Form 990-series returns or secure an extension before the May 15th deadline. Timely submission is essential to uphold tax-exempt status and ensure compliance with IRS regulations.

May 1, 2024|Categories: Not-for-Profit|Tags: |

How to Read and Rely on a SOC 1 Report as a Government Contractor Plan Sponsor of an Employee Benefit Plan

Understand how to read and rely on a SOC 1 report as a Government Contractor Plan Sponsor of an Employee Benefit Plan.

April 29, 2024|Categories: Employee Benefit Plans, Government Contracting|Tags: |

Can You Replace a SIMPLE IRA Plan with a 401(k) Plan Mid-Year?

There are several reasons to replace a SIMPLE plan with a 401(k) Plan. Learn how it can provide greater deferral limits, a vesting schedule for discretionary employer contributions, and plan design flexibility.

April 24, 2024|Categories: Employee Benefit Plans|Tags: |

How to Use Tech and AI to Enhance Private Club Membership Appeal for Prospective Members

Private clubs are enhancing their appeal to both current and prospective members by using AI and other emerging technologies. In this article, we’ll begin with the low-hanging fruit and proceed to the more adventurous items as we go.

April 23, 2024|Categories: Hospitality|Tags: |

Breaking Down the Upcoming 2023 Plan Year Employee Benefit Plan Audit Requirements for Government Contractors

Change is ongoing in the world of employee benefit plans, and this year is no different. With these plans becoming increasingly complex and heavily regulated, it is crucial for government contractors to stay updated on the latest audit requirements.

April 22, 2024|Categories: Employee Benefit Plans, Government Contracting|Tags: |
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The content of these articles are accurate as of the date noted below each article. Always ensure you are reviewing the most recent information available. Contact your tax advisor if you need clarification.

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