Have Clients In Need Of A 2022 Tax Deduction?

July 6, 2022 | posted in: Accountants | by

A 401k/Safe Harbor Plan Can Help Provide Significant Savings!
Act now to establish the plan by the October 1st deadline!   Read More  »

Now’s The Time For An Upgrade!

October 4, 2021 | posted in: Accountants | by

Your Clients May Have Outgrown Their Simple IRAs…Here’s How To Increase Their Deductions, But You Must Act Before The Deadlines
Your clients may have started their businesses with a SIMPLE IRA but most businesses quickly outgrow them and find they need to upgrade to a 401(k) profit sharing plan. Replacing a SIMPLE plan with a 401(k) plan is easy, but you must start the process well before the 12/31/21 deadline. Upgrading your clients to a 401(k) plan offers them several benefits including:   Read More  »