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Why Succession Planning is Your Secret Weapon for Growth

by Boris Benic | Apr 26, 2024

Every entrepreneur will tell you that building a successful business is exhilarating – and the thought of letting it go is stressful. You’ve poured your heart and soul into nurturing your business, but what happens when it’s time to pass the torch?

Are You Ready to Comply with SECURE 2.0 Act: Shaping the Future of Retirement Savings with Automatic Enrollment

by Boris Benic | Mar 28, 2024

The impact of automatic enrollment in 401(k) plans is becoming increasingly evident. On average, 401(k) plans with an automatic enrollment feature have a 20% higher participation rate than plans without. This translates to a more financially secure future for your workforce. However, the landscape is set to shift further.

Do You Know How to Respond to IRSNotice CP271 or Letter 6612?

by Boris Benic | Mar 28, 2024

While the IRS created a moratorium on new Employee Retention Credit (ERC) claims in September of last year, they have continued to process previously filed claims. However, increased concerns about fraudulent claims have led to a more rigorous review process.