The New DOL Fiduciary Rule – What Plan Sponsors Need to Know!

The U.S. Department of Labor (DOL) published its long awaited and highly controversial final rule on April 6, 2016, which addresses when a person is considered a fiduciary under the Employee Retirement Income Security Act of 1974 (ERISA), when providing investment advice to a Plan, its participants and beneficiaries.

Company Retirement Plans Made Easier – Ask Anna

Question:  My Company had a good year and my accountant says I could use some more deductions on my tax return.  Can I contribute extra to my [...]

New Standard Changes How Leases are Treated Effective Late 2019

Accounting Standards Update (ASU) 2016-02, Leases (Topic 842) – issued February 25, 2016 For most non-public entities this update is effective for fiscal years beginning [...]

10 Habits to Keep Your Medical Practice in Good Financial Shape

Everyday you give patients advice on how to stay in shape, how to avoid chronic diseases and how to recover from an unexpected health crisis. [...]

PBMares Clarifies Startup Tax Deductions

Tax Deductions for Start-Ups There are many deductions startups CAN deduct, but there are restrictions on HOW they are deducted.   As an entrepreneur, you may [...]

The Protecting Americans From Tax Hikes Act of 2015

Extended Credits Help Lessen Business Taxes As a business owner filing taxes in 2015, you’ll want to consider taking advantage of federal tax breaks that [...]

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