by Candy | Jan 27, 2025 | IRS
The IRS has released interim guidance for sponsors of 401(k) and similar retirement plans who wish to offer matching contributions based on employees’ student loan payments. This is made possible by Section 110 of the SECURE 2.0 Act of 2022, which, starting in 2024,...
by Candy | Jan 24, 2025 | Podcast
Learn how to make your business stand out with expert tips on Google Business Profiles from Barb Davids. Optimize, engage, and grow your online presence today! #GoogleBusiness #DigitalMarketing #SEO #SmallBusinessTips Key Notes Why Google Business Profiles...
by Candy | Jan 23, 2025 | Shared, Taxes
If you’re nearing retirement or managing retirement accounts, understanding Required Minimum Distributions (RMDs) is essential. Recent updates, including changes from the SECURE 2.0 Act, have shifted the timeline and rules for these mandatory withdrawals. Here’s a...
by Candy | Jan 22, 2025 | Podcast
Unlock your business potential with financial clarity! 🚀 Tate Kerst and Ben Mossman share strategies for financial planning and success. 💡 #FinancialFreedom #Entrepreneurship #BusinessGrowth #MoneyMatters Key Notes Financial ratios can reveal when to hire or...
by Candy | Jan 20, 2025 | Business, News Letter
A buy-sell agreement is essential for smooth transitions and protecting ownership interests if your business has multiple owners. A well-structured buy-sell agreement can: Ensure liquidity in your ownership interest, Control changes in ownership, and Avoid IRS...