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Advisory Articles

 

SECURE Act Affects Retirement and Tax Planning for Individuals

SECURE Act Affects Retirement and Tax Planning for Individuals

Posted by Cheryl A. Jankowski on January 20, 2020

On December 20, President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Here are some changes that are most likely to affect individuals, including some that aren't related to retirement savings.

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Engaging Leased Employees - What are the Concerns?

Engaging Leased Employees - What are the Concerns?

Posted by Kristin Re’ on January 17, 2020

The “gig economy” has opened plenty of new opportunities for employers and workers. However, leasing employees isn't completely worry-free. Depending on how you manage worker leasing relationships, you may still have certain responsibilities.

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Immediate Actions Needed by Retirement Plans to Comply with the SECURE Act of 2019

Immediate Actions Needed by Retirement Plans to Comply with the SECURE Act of 2019

Posted by Bryan Staniszewski on January 17, 2020

The SECURE Act is landmark legislation that affects the rules for creating and maintaining workplace retirement plans for all employers (including for-profit and tax-exempt employers of all sizes). Whether you currently offer your employees a retirement plan (or are planning to do so), you should consider how these new rules may affect your current retirement plan (or your decision to create a new one).

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New DOL ‘Rate of Pay’ Regs Update Overtime Pay Rules

New DOL ‘Rate of Pay’ Regs Update Overtime Pay Rules

Posted by Stephanie Wilkinson on January 16, 2020

What is the “regular rate of pay” for a nonexempt employee? The answer is needed when calculating hourly overtime wages, which must exceed base wages by 50%. New regulations from the U.S. Department of Labor (DOL) that take effect January 15 update the definition of “regular rate of pay” to guide your overtime pay calculations.

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What Employers Should Know About the SECURE Act

What Employers Should Know About the SECURE Act

Posted by Bryan Staniszewski on January 13, 2020

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was mainly intended to help individuals save more for retirement. But the new law also contains provisions that help simplify the administration of retirement plans for employers and allow more employees to participate in 401(k) plans. 

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Don’t Let Cybercriminals Hack Your Manufacturing Company

Don’t Let Cybercriminals Hack Your Manufacturing Company

Posted by Jill Johnson on January 13, 2020

Businesses in every industry and of any size are vulnerable to data hacking, but the manufacturing sector is victimized more often than many other industries. Over 50% of manufacturers suffered at least one data breach over the previous 12-month period, according to a recent survey. 

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Power Growth… Through A Downturn

Power Growth… Through A Downturn

Posted by John Schiavone on January 10, 2020

Now is the time to focus your energy and resources on powering a sustainable, profitable future.

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December 2019 Market and Economy Update

December 2019 Market and Economy Update

Posted by David Schlein on December 23, 2019

The December market and economy update discusses the economic expansion and the strong jobs report.

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Three Reasons to Use Valuation Pros in Estate Planning

Three Reasons to Use Valuation Pros in Estate Planning

Posted by Cheryl A. Jankowski on December 17, 2019

Some business owners design their estate plans without consulting a business valuation professional, but do-it-yourself valuations can be risky.

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Preserve Your Happy Family With a Total Return Unitrust

Preserve Your Happy Family With a Total Return Unitrust

Posted by D’Marie Murray on December 03, 2019

When the interests of trust beneficiaries come into conflict, everyone in the family can suffer. If your trust includes both “lifetime” and “remainder” beneficiaries, it's possible to align the interests of both groups with a total return unitrust.

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