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Study Finds Employers are Overpaying on Retirement Plan Fees
JLK Rosenberger LLP - 2025-02-06

Study Finds Employers are Overpaying on Retirement Plan Fees

A recent report by Abernathy Daley 401k Consultants found that over 80% of companies with 100 or more employees are overpaying on administrative fees for 401(k) and 403(b) plans. While there have been opportunities over the past three years for companies to reduce fees, the report shows that many employers have not taken the time … Continued The post Study Finds Employers are Overpaying on Retirement Plan Fees first appeared on JLK Rosenberger.

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JLK Rosenberger Wins 2025 Best of Accounting Award
JLK Rosenberger LLP - 2025-02-04

JLK Rosenberger Wins 2025 Best of Accounting Award

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 of 2025 Best of Accounting winners are 1.6 times … Continued The post JLK Rosenberger Wins 2025 Best of Accounting Award first appeared on JLK Rosenberger.

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For California Wildfire Victims, a 1033 Exchange Offers Flexibility and Tax Benefits
JLK Rosenberger LLP - 2025-02-04

For California Wildfire Victims, a 1033 Exchange Offers Flexibility and Tax Benefits

Reading Time: 5 minutes 45 seconds No doubt, the victims of Southern California’s wildfires of January 2025 are still catching their breath and trying to envision how they will rebuild their lives after the loss of homes, businesses and communities. Inevitably, some will make the difficult decision not to rebuild and will move on. For … Continued The post For California Wildfire Victims, a 1033 Exchange Offers Flexibility and Tax Benefits first appeared on JLK Rosenberger.

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Understanding Purchase Price Allocation in Mergers and Acquisitions
JLK Rosenberger LLP - 2025-01-31

Understanding Purchase Price Allocation in Mergers and Acquisitions

In the complex landscape of mergers and acquisitions (M&A), purchase price allocation (PPA) plays a pivotal role when a transaction qualifies as a business combination. It is a critical accounting process that involves allocating the purchase price of an acquired company into its various components, including tangible and intangible assets, and liabilities. This allocation is … Continued The post Understanding Purchase Price Allocation in Mergers and Acquisitions first appeared on JLK Rosenberger.

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JLK Rosenberger LLP - 2025-01-29

Changes to Claiming the R&D Tax Credit on Original Returns

Reading Time: 3 minutes The IRS recently published the draft version of IRS Form 6765 for filing the R&D Tax Credit. The original draft form included additional information to submit when filing original tax returns. The revised draft appears to incorporate several of the comments received and is designed to reduce taxpayer burden and optimize … Continued The post Changes to Claiming the R&D Tax Credit on Original Returns first appeared on JLK Rosenberger.

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JLK Rosenberger LLP - 2025-01-27

2025 California Construction Industry Forecast

Welcome to our 2025 California Construction Industry Forecast. The data in this report is obtained through our non-exclusive license with Construct Connect, one of the largest construction data providers in the U.S., and our own proprietary research and internal data. 2025 looks to be another strong year for the California Construction Industry, and according to … Continued The post 2025 California Construction Industry Forecast first appeared on JLK Rosenberger.

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JLK Rosenberger LLP - 2025-01-24

BOI reports remain voluntary despite Supreme Court action

The U.S. Supreme Court on Thursday, January 23, 2025, lifted an injunction that had put on hold a federal anti-money laundering law – the Corporate Transparency Act (CTA) – as a legal challenge proceeds in a lower court. However, because there are multiple legal challenges moving through the courts, there is still an injunction in … Continued The post BOI reports remain voluntary despite Supreme Court action first appeared on JLK Rosenberger.

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JLK Rosenberger LLP - 2025-01-24

529 Plan Leftovers? Explore Your Options

Reading Time:  2 minutes 45 seconds A 529 account is a great tool for saving toward college and higher education expenses for your children or other family members. However, you may find yourself with leftover funds if no other family members plan to attend college. Withdrawing those remaining funds for non-educational expenses can result in … Continued The post 529 Plan Leftovers? Explore Your Options first appeared on JLK Rosenberger.

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JLK Rosenberger LLP - 2025-01-22

Federal and California Tax Relief Available to Help Wildfire Victims Rebuild

First, let us say that if you suffered the loss of your home or business in one of the wildfires, we offer our profound condolences, and your JLK Rosenberger advisors are available to answer your questions about federal and state tax relief and other aid programs that may benefit you. As Californians – specifically residents … Continued The post Federal and California Tax Relief Available to Help Wildfire Victims Rebuild first appeared on JLK Rosenberger.

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JLK Rosenberger LLP - 2025-01-16

Refund claim update – R&D Refund Claim Transition Period Extended to January 10, 2026

Reading Time: 2 minutes Background Amended returns claiming a refund for R&D tax credits filed after January 10, 2022, have a new process to follow. Specifically, the IRS mandated 5 pieces of information that were required to be submitted along with the amended return. These included: List the business components for which a claim is … Continued The post Refund claim update – R&D Refund Claim Transition Period Extended to January 10, 2026 first appeared on JLK Rosenberger.

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