Insights

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Is Your Company’s Retirement Plan Ready for an IRS Audit?

Is Your Company’s Retirement Plan Ready for an IRS Audit?

Sponsoring a qualified retirement plan comes with serious responsibilities. The IRS and Department of Labor have strict rules, and failing to follow them can lead to costly penalties, plan disqualification, and even employee lawsuits. Learn what your fiduciary duties really mean and how to protect your business from federal scrutiny.

7 Tax Breaks Worth Knowing for Taxpayers 50 and Older

7 Tax Breaks Worth Knowing for Taxpayers 50 and Older

Recent legislation has expanded tax-saving opportunities for taxpayers age 50 and older, from a new senior deduction and boosted standard deduction amounts to super catch-up retirement contributions and tax-free charitable distributions. Here are seven key tax breaks to know as you prepare your 2025 return or plan for the years ahead.

How to Recognize Lulling Tactics and Reduce Your Business’s Fraud Losses

How to Recognize Lulling Tactics and Reduce Your Business’s Fraud Losses

Fraud perpetrators don’t just steal, they work to keep you from realizing it. “Lulling” tactics, including partial payments, vague excuses, and emotional manipulation, are specifically designed to delay your response and extend a scheme’s reach. Learn how to recognize these warning signs and what steps you can take to limit your exposure.

Is Your Cafeteria Plan Due for a Checkup?

Is Your Cafeteria Plan Due for a Checkup?

A cafeteria plan offers powerful tax benefits for employers and employees alike, but only when it is properly maintained. As tax laws change and workforce needs evolve, regular plan checkups are essential. Learn the four best compliance practices every employer should follow to protect their plan’s tax-advantaged status.