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Thought Leadership
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Tips for Acing the Inevitable IRS Federal Excise Tax (FET) Exam
As Federal Excise Tax (FET) continues to be a source of confusion, frustration, and complexity for heavy-duty truck and trailer dealers, the thought of an IRS exam only increases the level of anxiety that dealers already have. As such, dealers would be wise to review...
Year-End Considerations for Manufacturers
As we approach the end of another year, there are a few common topics that I always like to discuss with our manufacturing clients prior to year-end to ensure they are taking advantage of tax opportunities, maximizing profits, and realizing efficiencies within their...
Biden-Harris Student Debt Relief Program
On August 24, 2022, President Biden and the U. S. Department of Education announced a plan designed to help working and middle-class students with loan debt. The main provisions of this announcement are a final extension of the pause to student loan repayments through...
Contribution Remittance Schedules and Steps to Take If You Miss a Remittance Deadline
It is the employer's responsibility to ensure that tax-deferred contributions collected from employees' paychecks are transferred into the plan's trust account on time, whether it be a profit-sharing, 403(b), 401(k), or another defined contribution plan. It is the...
Employee Benefit Plan Compliance Testing
It is the fiduciary duty of defined contribution plan sponsors to ensure the plan acts in the best interest of all participants, as opposed to favoring one group or individual. The Employee Retirement Income Security Act of 1974 (ERISA) requires that plans undergo...
Retail Tips for a Successful Back-to-School Selling Season
As the summer season comes to a close and families start their back-to-school (BTS) shopping, retail’s second busiest season of the year comes at a time when there are extraordinary pressures within the economy that we have not seen in quite some time. Surging...
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