Read About - Tax Dependent Deductions, Children, College, and RelativesMay 12, 2022
At a Glance
Main Takeaway
Understand the requirements for children, college students, and relatives to qualify as tax dependents for deductions and other related tax credits
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Read About - CalSavers Program Deadline ApproachingApril 27, 2022
At a Glance
Main Takeaway
CalSavers deadline is June 30, 2022
Next Step
Register for CalSavers at www.calsavers.com
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Read About - Cycle 3 Restatement July 31 Deadline: What You Need to KnowApril 27, 2022
At a Glance
Main Takeaway
The Internal Revenue Service (IRS) requires companies to restate their qualified retirement plans every six years
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Read About - Avoid These 10 Consequences of Bad Bookkeeping to Keep Costs DownApril 21, 2022
At a Glance
Main Takeaway
Understand these 10 consequences of bad bookkeeping practices and how to avoid them to keep costs down
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Read About - SECURE Act 2.0 Clears House for Retirement Savings Plan ChangesApril 8, 2022
At a Glance
Main Takeaway
Understand the ramifications of the proposed SECURE Act 2.0
Next Step
Partner with Windes Employee Benefit Services (EBS) to ensure your employee benefit plans are cost-effective and support your business objectives as rules change
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Read About - Remote Employee Relocations Create Tax Season Issues for EmployersApril 1, 2022
In the wake of the COVID-19 pandemic, many businesses have shifted to a hybrid or fully remote working structure
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Read About - Depreciation Deductions and Cost Segregation for Tax PlanningMarch 21, 2022
As we get into the thick of tax season, many businesses and individuals are thinking of reducing their tax burden for the upcoming year
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Read About - Hiring Trends: Accounting, Finance, and IT Staffing Tips for 2022March 21, 2022
Post COVID-19 hiring trends are changing how businesses manage their staffing needs
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Read About - Is Your Retirement Plan at Risk of a DOL Investigation?March 15, 2022
Implementing a competitive employee benefits package is vital to attracting and retaining top talent for your organization
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Read About - M&A Technology is Transforming Due Diligence and Deal ExecutionMarch 3, 2022
Mergers and acquisitions (M&A) typically require a great deal of due diligence by the buyer
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Read About - SAS 136 and Preconditions for an ERISA Section 103(a)(3)(C) AuditMarch 1, 2022
The American Institute of Certified Public Accountants (AICPA) Auditing Standards Board has issued a Statement on Auditing Standards (SAS) 136, "Forming an Opinion and Reporting on Financial Statements of Employee Benefit Plans Subject to ERISA" (codified as AICPA, Professional Standards, AU-C 703), with new audit requirements for employee benefit plans
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Read About - Cybersecurity Requests in DOL AuditsMarch 1, 2022
DOL investigators are increasingly questioning plan sponsors, fiduciaries, and service providers about how their ERISA-governed plans manage cybersecurity threats
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