Berkowitz Pollack Brant
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2024-02-29
SECURE Act 2.0 Brings More Changes to Employer-Sponsored Benefit Plans in 2024 by Melissa Fleitas, CPA
The SECURE Act 2.0, passed into law in 2022, aims to reform the nation’s retirement savings system, making it easier for workers to save for their golden years and simplifying the rules employers must follow to administer retirement benefit plans for their employees. Following are some of the law’s provisions that take effect on Jan. […] The post SECURE Act 2.0 Brings More Changes to Employer-Sponsored Benefit Plans in 2024 by Melissa Fleitas, CPA appeared first on Berkowitz Pollack Brant Advisors + CPAs.
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JLK Rosenberger LLP
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2024-02-27
Emergency Savings Account Guidance for Plan Sponsors
Reading time: 2 minutes 30 seconds Over the past few years, there has been increasing concern about the retirement savings of the average American worker. Many will not have enough saved to enjoy the golden years. A key issue is the lack of access to an employer-sponsored retirement plan and the opportunity to benefit from … Continued The post Emergency Savings Account Guidance for Plan Sponsors first appeared on JLK Rosenberger.
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PKF Texas
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2024-02-26
If You Gave to Charity in 2023, Check To See That You Have Substantiation
Did you donate to charity last year? Acknowledgment letters from the charities you gave to may have already shown up in your mailbox. But if you don’t receive such a […]
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PKF Texas
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2024-02-26
Maximizing Profitability: Understanding Tax Implications in Business Sales
Chris Dodd, CPA, Tax Director, joins Jen Lemanski to unravel the complexities of tax implications of the sale of a business. They explore the differences between selling C Corp stocks […]
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PKF International News
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2024-02-26
PKF Global welcomes new member firm in Brunei Darussalam
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Berkowitz Pollack Brant
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2024-02-26
Family Offices Help Quarterback a Variety of Wealth Management Functions by Heath Standorf, CPA
Beginning in the 19th century, some of the U.S.’s wealthiest industrialists quietly abandoned Wall Street banks to hire their own teams of experts to discreetly manage, preserve and grow their business operations and family wealth for future generations. Today, these family offices have moved beyond the shadows of the Rockefellers, Morgans and Vanderbilts and expanded […] The post Family Offices Help Quarterback a Variety of Wealth Management Functions by Heath Standorf, CPA appeared first on Berkowitz Pollack Brant Advisors + CPAs.
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Berkowitz Pollack Brant
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2024-02-22
Podcast – BPB Knows Insurance Audits for Healthcare Practices
In this episode Director of Assurance and Advisory Services Whitney Schiffer shares the ways insurance audits can uncover underpayments and improve finances. The post Podcast – BPB Knows Insurance Audits for Healthcare Practices appeared first on Berkowitz Pollack Brant Advisors + CPAs.
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JLK Rosenberger LLP
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2024-02-14
Inheriting a Parent’s IRA: Tax Planning Opportunities
Reading Time: 1 minute 30 seconds If you have inherited an individual retirement account (IRA) from a deceased parent, whether before or after they began taking required minimum distributions (RMDs), you have an opportunity to manage the withdrawals in a tax-efficient manner. According to IRS rules, if the parent passed away before reaching RMD age … Continued The post Inheriting a Parent’s IRA: Tax Planning Opportunities first appeared on JLK Rosenberger.
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JLK Rosenberger LLP
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2024-02-12
Equity Method of Accounting Provides Clear Information to Drive Decisions About Business Transactions
Reading time: 2 minutes The equity method of accounting is an accounting method used to report activity from a minority investment or a joint venture that a company may have in another company. In the merger and acquisition environment, the equity method is sometimes referred to as the one-line method of accounting for an investment. … Continued The post Equity Method of Accounting Provides Clear Information to Drive Decisions About Business Transactions first appeared on JLK Rosenberger.
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JLK Rosenberger LLP
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2024-02-06
JLK Rosenberger Wins 2024 Best of Accounting Award
Irvine, California, February 6, 2024 – JLK Rosenberger, a leading accounting firm, announced today that they have won the Best of Accounting Award for providing superior service to their clients. ClearlyRated’s Best of Accounting® Award winners have proven to be industry leaders in service quality based entirely on ratings provided by their clients. On average, clients … Continued The post JLK Rosenberger Wins 2024 Best of Accounting Award first appeared on JLK Rosenberger.
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