SECURE Act: Plan Adopted by Filing Due Date for Year May Be Treated as In Effect as of Close of Year (Section 201)
The SECURE Act contains a provision that grants employers additional time to adopt a qualified retirement plan. Under current law, in order to make tax-deductible
SECURE Act: Repeal of Maximum Age for Traditional IRA Contributions (Section 107)
Prior to a repeal under the SECURE Act, an individual was not permitted to contribute to a traditional IRA after age 70½. Now, however, that restriction
SECURE Act: Modification of Required Minimum Distribution Rules for Designated Beneficiaries (Section 401)
Based on the new provisions of the SECURE Act, there are now much more restrictive rules surrounding a required minimum distribution (RMD) to designated
SECURE Act: Modification of PBGC Premiums for Cooperative and Small Employer Charity Plans (Section 206)
Many charities and cooperative associations provide their employees with retirement benefits through defined benefit multi-employer pension arrangements
SECURE Act: Increase in Age for Required Minimum Distributions (Section 114)
The SECURE (Setting Every Community Up for Retirement Enhancement) Act institutes a number of changes for retirement plan sponsors and participants, including
SECURE Act: Expansion of Section 529 Plans (Section 302)
Well established and evolved over the years, 529 plans are tax-advantaged strategies designed to encourage saving for future education costs. Withdrawals
Auto Dealers, Automatic Enrollment, and Automatic Escalation
As someone who has worked closely with automotive dealerships for over twenty years, I have witnessed first-hand that successful dealerships are extremely
This article was originally published in Wedgewood Life magazine and is reprinted with their permission. As our thoughts turn to pumpkins, candy, and costumes,
This article was originally published in Wedgewood Life magazine and is reprinted with their permission. Over the last series of articles, we have highlighted
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Our goal is to provide compelling and relevant content that is specific to the business matters most important to you and your organization. Feel free to sign up for one or all of the sessions via the link below. Once registered, you will receive an individual login link for each session.
Tuesday, December 5, 2023 | 9:00 AM | Tax Update (3 CPE Hours)
Thursday, December 7, 2023 | 1:00 PM | Consulting, Technology and Advisory
(3 CPE Hours)
Tuesday, December 12, 2023 | 9:00 AM | Audit Update (2.5 CPE Hours)
Thursday, December 14, 2023 | 1:00 PM | Wealth Management and Retirement Planning Matters (3 CPE Hours)