Greg Lewis works with retirement plan sponsors putting strategies in place to boost plan participation rates, educate employees about saving for retirement, and ensure best practices are followed to maintain healthy, compliant plans. As the owner of Pinnacle Pension...
By Frank T. Ardito, CPA Vice President & Director Russia’s invasion of Ukraine is causing ripple effects throughout the world and in the U.S., including the potential for cyberattacks. Businesses should be on heightened alert and should communicate to all...
By Zachary T. Payne, CPA Tax Supervisor If you made large gifts to your children, grandchildren or other heirs last year, it’s important to determine whether you’re required to file a 2021 gift tax return. In some cases, even if it’s not required to file one, it may...
By Frank T. Ardito, CPA Vice President & Director When you receive your audited financial statements for the year ended December 31, 2021, there will be a change to the auditor’s report. The American Institute of Certified Public Accountants (AICPA) Auditing...
James J. DeLuca, CPA, MST Senior Tax Manager Owners of pass-through entity businesses will get some state-level tax relief for 2021 that is aimed at neutralizing one of the most unpopular features of the federal Tax Cuts and Jobs Act (TCJA) of 2017. The TCJA placed a...
