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Can You Claim Your Parent as a Dependent?

January 31, 2024
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...
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What Happens When the Department of Labor Audits an ERISA Plan?

December 28, 2023
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...
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Distinguish Your Company’s Elite: Follow the Pareto Principle

December 28, 2023
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...

How Intended Uses May Affect an Expert’s Value Conclusion

December 28, 2023
What is the value of my business? That's the question every business owner wonders from time to time. But the correct answer varies depending on the purpose of the appraisal. Different rules...
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Family and Medical Leave: Does Your Program Qualify for the Tax Credit?

December 28, 2023
In a tight labor market, paid family and medical leave is rapidly becoming more of an expected benefit than just a perk. The good news is the Section 45S federal tax...

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