The Form 5500 serves as a vital source of information for the Department of Labor, Internal Revenue Service, and the Pension Benefit Guaranty Corporation. This form provides details regarding a retirement plan's operations, qualifications, financial status, and...
Month: June 2023
Unlocking Tax Advantages: Exploring Manufacturer Opportunities under the Inflation Reduction Act
In 2022, Congress passed the Inflation Reduction Act (IRA), a comprehensive legislative measure that includes various provisions to promote the growth of clean energy production and enhance domestic manufacturing capabilities. With this new law, came changes to tax...
CRITICAL KPIs FOR RETAILERS
When working with retailers, a common question I get asked is “How do I know if my business is doing well, and what should I be looking at?” It’s a great question and one that I find many business owners struggle with and generally don’t know where to look to find the...