by Sara Overbeck | Jun 20, 2026 | Podcast, Shared
Candy Messer discusses SECURE 2.0 catch-up contributions and how workers ages 60 to 63 can increase retirement savings through enhanced contribution limits available in certain employer-sponsored retirement plans. SECURE 2.0 catch-up contributions give eligible...
by Sara Overbeck | Jun 19, 2026 | Podcast, Shared
Bruce Barnes shares practical strategies for AI brainstorming for business, including how entrepreneurs can create a virtual advisory board, use AI as a business assistant, and make more informed decisions. AI brainstorming for business is about more than creating...
by Candy | Apr 22, 2026 | Podcast, Shared
Table of contentsKey NotesLinksOfferAbout Nick Are you using AI in your business but still feel like you are only scratching the surface? What if AI could do more than save you time—and actually help you increase profitability and make better financial decisions? ...
by Candy | Mar 5, 2026 | Business, News Letter, Shared
Estimated reading time: 4 minutes Table of contentsNew Deduction Rules You’ll Be Working WithThe IRS Is Tightening Expectations Around DocumentationWhy Professional Support Matters More Than EverCommon E-commerce Deductions You Should ReviewFinal Thoughts If you run...
by Candy | Feb 26, 2026 | Business, News Letter, Shared
Estimated reading time: 3 minutes Table of contentsUnderstanding the Importance of Documentation The Core Documents Every Employer Needs Retention Rules and Record Management A Consistent, Defensible Offboarding Process Final Thoughts Employee exits are an...
by Candy | Feb 19, 2026 | Business, News Letter, Shared
Estimated reading time: 2 minutes A strong attendance policy is one of the most effective tools you have to build clarity, fairness, and accountability within your organization. While it may seem straightforward, the absence of a clear policy often leads to...