Is 2021 the Year to Consider a Roth Conversion?
Authored by: W. Dale Westenskow, CPA, Haynie & Company Partner Is it time for a Roth Conversion? It looks like the wealthy are on track for a tax increase under President Joe...
23 August, 2021
financial planning Tag
Trusts 101
Authored by Haynie & Company Partner Bernard Abercrombie, CPA DO YOU NEED A TRUST? Every year we receive questions from clients about whether they should set up one or more trusts. The...
28 July, 2021
New IRS Guidance on Health FSAs and Dependent Care Assistance Programs
(authored by RSM US LLP) Employers can add flexibility to their health flexible spending accounts and dependent care assistance programs per Notice 2021-15....
22 February, 2021
IRS Releases 2021 Retirement Plan Limitations
(authored by RSM US LLP) Many limitations, including the 401(k) elective deferral limit for employee contributions, remain unchanged from 2020 levels....
28 October, 2020
2020 Election Preview: Family Offices
(authored by RSM US LLP) With the election approaching, RSM is looking at the economic stakes and the key issues for family offices....
21 October, 2020
2020 Election Preview: Health Care
(authored by RSM US LLP) With the election approaching, RSM is looking at the economic stakes and the key issues for the health care industry....
21 October, 2020
2020 Election Preview: Manufacturing
(authored by RSM US LLP) With the election approaching, RSM is looking at the economic stakes and the key issues for the manufacturing industry....
21 October, 2020
5 Considerations if Your Client Files for Bankruptcy
(authored by RSM US LLP) Companies must minimize financial exposure and maximize their potential recoveries if their business clients face bankruptcy....
15 September, 2020