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The OBBB Act: A Strategic Tax Blueprint for Restaurant Resilience
The restaurant industry is no stranger to volatility. From razor-thin margins to labor shortages and inflationary pressures, operators must constantly adapt to survive. The One Big Beautiful Bill Act (OBBBA), passed in July 2025, offers a rare opportunity: a...
The OBBB Act and Manufacturing: A New Era of Tax Strategy
The manufacturing sector has long operated under a tax framework shaped by the 2017 Tax Cuts and Jobs Act (TCJA). With many of those provisions set to expire in 2025, uncertainty loomed. Enter the One Big Beautiful Bill Act (OBBBA)—a sweeping tax reform package signed...
Operational Warning Signs in Restaurant Finance
Throughout my career, I have had the opportunity to work with a diverse range of restaurants, assisting them with tax, accounting, and operational challenges. While many restaurant owners demonstrate a solid grasp of their financials, others encounter recurring issues...
ERISA Record Retention: What Every Plan Sponsor Needs to Know
Maintaining accurate and complete records for ERISA-covered benefit plans is not just good business practice; it’s a critical responsibility for plan sponsors. Missing documentation can create significant liabilities. For example, if a former employee, or even their...
Breaking Down the One Big Beautiful Bill Act: What It Means for You
On July 4, 2025, the One Big Beautiful Bill Act (OBBB) was signed into law. This sweeping piece of legislation makes many of the 2017 Tax Cuts and Jobs Act (TCJA) provisions permanent, while introducing new deductions and tax relief measures for businesses,...
Electronic vs. Paper Filing for Benefit Plans: Navigating 2025 Filing Requirements
For plan sponsors, the decision to file benefit plan forms electronically or by paper is no longer just a matter of convenience—it’s a compliance issue. With recent regulatory changes now in effect, it’s more important than ever to understand when electronic filing is...
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