Will New Rules Exempt Your Benefit Plan from the Annual Audit Requirement?

On February 24, 2023, the Federal Register announced changes to the 2023 Form 5500. One significant change was in the method for determining which employee benefit plans will require an audit for 2023.

2023-04-26T17:15:39-04:00April 26, 2023|Categories: Audit & Assurance, Employee Benefit Plans|Tags: |

SECURE 2.0: Considerations to achieve your workforce and business goals

Employers that understand SECURE 2.0's new requirements and the pros and cons of adopting optional provisions can implement the act effectively.

2025-01-30T15:44:26-05:00April 6, 2023|Categories: Employee Benefit Plans|Tags: , |

Don’t Take the Cash (or any Relief of Liabilities): 1031 Exchange Rules

1031 exchanges are a popular tax deferment strategy for real estate investors. Certain scenarios can trigger capital gains tax. Learn what they are and how to avoid these common pitfalls.

2023-04-04T14:32:31-04:00April 4, 2023|Categories: Construction and Real Estate|Tags: , |

What Government Contractors Need to Know about PTET

Understanding the rules and laws governing PTETs and various state rules, as well as GAAP guidance, can help make sure government contractors remain compliant and efficient.

Two-for-One Rate Buydown for Real Estate Developers

Mortgage rates may be trending downward, but they’re still about double what they were a year ago. As potential home buyers are looking for ways to better manage the higher costs of purchasing a home, one option is the 2/1 rate buydown.

2023-03-22T09:50:53-04:00March 23, 2023|Categories: Construction and Real Estate|Tags: |
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