News & Resources

Can You Claim Your Parent as a Dependent?
If you pay over half the cost of supporting a parent, your parent is considered your dependent for federal income tax purposes. This treatment potentially entitles you to some significant tax...

What Happens When the Department of Labor Audits an ERISA Plan?
Question: Our organization sponsors both health and retirement plans that must comply with the Employee Retirement Income Security Act (ERISA). We recently received a request from the U.S. Department of Labor...

Distinguish Your Company’s Elite: Follow the Pareto Principle
Even in America, not all customers are created equal. If you apply the "Pareto Principle" to your sales department, you're likely to make two discoveries: 80% of your Without a strategy...