Skip to main content

Site Navigation

Call Email Visit

Client Portal | Client Payment

KLR Companies

Executive Search Group

Insurance Advisors, LLC

Site Search

Featured Articles

Featured

SECURE 2.0: What Employers Must Do to Comply with New Rules for Part-Time Employees

business

SECURE 2.0: What Employers Must Do to Comply with New Rules for Part-Time Employees

SECURE 2.0 Act expands retirement plan access for long-term, part-time (LTPT) workers by reducing service requirements for eligibility. Learn how this change impacts plan sponsors and employees, and what steps need to be taken for adoption.

By Ashley Leonard April 08, 2025

Business View All

How to Prepare for Your 401(k) Plan Audit

How to Prepare for Your 401(k) Plan Audit

By Jessica O. Ashley

Business Valuation View All

What Events Trigger a 409A Stock Re-Evaluation?

What Events Trigger a 409A Stock Re-Evaluation?

By Karen S. Rice

Employee Benefit Plans View All

How to Prepare for Your 401(k) Plan Audit

How to Prepare for Your 401(k) Plan Audit

By Jessica O. Ashley

Employee Retention Credit (ERC) View All

REMINDER: Employee Retention Credit Voluntary Disclosure Program Ends November 22nd. Act Now!

REMINDER: Employee Retention Credit Voluntary Disclosure Program Ends November 22nd. Act Now!

By Anthony J. Mangiarelli

Environmental, Social, Governance (ESG) View All

Do You Do Business in California? A Look into the New SB 261 Legislation

Do You Do Business in California? A Look into the New SB 261 Legislation

By Jacklyn Beebe

By Jeffrey E. Beckwith

Global Tax View All

4 Smart Strategies to Reduce Taxes on Carried Interest

4 Smart Strategies to Reduce Taxes on Carried Interest

By Jade M. Toher

Growth & Transition View All

Plan for the Future: Essential Tips for Business Succession and Estate Planning Success

Plan for the Future: Essential Tips for Business Succession and Estate Planning Success

By Joseph A. Quattrocchi

Insurance View All

Should You Fund Your Buy/Sell Agreement with Life Insurance?

Should You Fund Your Buy/Sell Agreement with Life Insurance?

By Matthew Glynn

International Tax View All

Navigating the U.K.'s New Non-Domiciled Tax Rules: Impact of U.K. Budget and Your U.S. Taxes

Navigating the U.K.'s New Non-Domiciled Tax Rules: Impact of U.K. Budget and Your U.S. Taxes

By Catherine Findlay

Mission Matters View All

Donor Advised Funds: Avoid Costly Mistakes when Fulfilling Donor Pledges

Donor Advised Funds: Avoid Costly Mistakes when Fulfilling Donor Pledges

By Sandy F. Ross

Paycheck Protection Program (PPP) View All

How Do I Appeal Partial PPP Loan Forgiveness? SBA Details New Process

How Do I Appeal Partial PPP Loan Forgiveness? SBA Details New Process

By Anthony J. Mangiarelli

Real Estate View All

Unlock Tax Savings with the Residential Energy Credit

Unlock Tax Savings with the Residential Energy Credit

By Joseph Tamburo

Recruiting View All

5 Resume Red Flags to Watch Out For

5 Resume Red Flags to Watch Out For

The Restaurateur View All

IRS Proposes New Service Industry Tip Reporting Program

IRS Proposes New Service Industry Tip Reporting Program

By Laura H. Yalanis

R&D Tax Credits View All

From the Frontlines: Deb Pallasch Talks R&D Tax Credit Opportunities and Challenges

From the Frontlines: Deb Pallasch Talks R&D Tax Credit Opportunities and Challenges

By Kathleen Leavenworth

SECURE Act 2.0 View All

SECURE Act 2.0 Makes Catch-up Contributions Taxable for High Earners

SECURE Act 2.0 Makes Catch-up Contributions Taxable for High Earners

By Stephen M. Fay

State & Local Tax (SALT) View All

What Is Nexus and How Does It Impact Sales Tax Compliance in 2025?

What Is Nexus and How Does It Impact Sales Tax Compliance in 2025?

By Shelly Miller

SOC View All

Are Your Vendors Putting Your Business at Risk? 9 Steps to Strengthen Your Vendor Risk Management Program

Are Your Vendors Putting Your Business at Risk? 9 Steps to Strengthen Your Vendor Risk Management Program

By Daniel M. Andrea