Keeping our clients updated with the latest regulatory changes and tips for continued success.

It’s a Good Time to Check Withholding for the Year

December 1, 2021

Now that the last quarter of 2021 is here, the IRS is reminding taxpayers that it’s a good time to check withholding from your wages or compensation. Life changes might…

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Sample “Use it or Lose it” Letter

November 30, 2021

View a short sample letter that can be sent to patients via text, email or regular mail. Dear Patient, We hope that you and your family are healthy. It’s that…

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Part of the ‘New Normal” May Be More Fraud

November 29, 2021

According to “The Next Normal: Preparing for a Post-Pandemic Fraud Landscape,” released by the Association of Certified Fraud Examiners (ACFE) in September 2020, half of U.S. companies uncovered more fraud…

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Thinking About Participating in Your Employer’s 401(k) Plan? Here’s How it Works

November 25, 2021

Employers offer 401(k) plans for many reasons, including to attract and retain talent. These plans help an employee accumulate a retirement nest egg on a tax-advantaged basis. If you’re thinking…

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Parents of College Age Children May Qualify for a Tax Credit

November 21, 2021

For purposes of the Child Tax Credit for the 2021 tax year, a qualifying child is one who doesn’t turn 18 before January 1, 2022, and who satisfies certain other…

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State and Local Tax Considerations for Remote Employees

November 16, 2021

When the Covid-19 pandemic started, most businesses went virtual. One of the unintended consequences of this shift is the effect it had—and continues to have–on how and where remote employees…

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