By Teresa Ferruzzo, CPA | Partner, abip Advisors As both a CPA and the parent of an adult daughter with special needs, I've learned that some of the most expensive financial mistakes families make aren't the result of poor decisions—they're the result of incomplete or...
Safe Harbor 401(k) Deadline: October 1 As we move through the year, we want to flag an important retirement plan deadline. The IRS requires new Safe Harbor 401(k) plans to be set up and ready to receive contributions no later than October 1 for the plan to be...
By Jesse Spence, CPA, Senior Manager, Assurance Services The deadline may feel distant, but January 1, 2027, will arrive faster than most plan sponsors expect. Several significant provisions of the SECURE 2.0 Act of 2022 are scheduled to take effect on that date, and...
By Teresa Ferruzzo, CPA, Partner, Client Accounting Services You run a design business and you’re good at it. But, if you’re like most designers, there’s a good chance your financial statements are giving you a distorted picture of your firm’s health. Here are a few...
