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Solo 401(k) vs. SIMPLE IRA: What’s Right for Your 2025 Retirement Strategy?

Big tax savings, flexible contributions, and long-term growth—but which plan delivers more? If you're self-employed or run a small team, this comparison helps you pick the smarter path to retiremen...

What to Expect in a Deposition: How to Prepare and Protect Yourself

Being called to give a deposition can feel intimidating, but preparation is key. Depositions are a critical part of the discovery process, and what you say under oath can directly impact the out...

Why Every Business Should Consider an Accountable Plan

Business expenses like travel, meals, and supplies are common—but how you reimburse them can have major tax consequences. With recent tax law changes eliminating deductions for unreimbursed employe...

Recent Posts

Solo 401(k) vs. SIMPLE IRA: What’s Right for Your 2025 Retirement Strategy?

Big tax savings, flexible contributions, and long-term growth—but which plan delivers more? If you're self-employed or run a small team, this comparison helps you pick the smarter path to retiremen...

What to Expect in a Deposition: How to Prepare and Protect Yourself

Being called to give a deposition can feel intimidating, but preparation is key. Depositions are a critical part of the discovery process, and what you say under oath can directly impact the out...

Why Every Business Should Consider an Accountable Plan

Business expenses like travel, meals, and supplies are common—but how you reimburse them can have major tax consequences. With recent tax law changes eliminating deductions for unreimbursed employe...

Selling the Family Business: How to Do It the Tax-Smart Way

When it’s time to sell a family business, the stakes are high—not just emotionally, but financially. Proper planning and smart tax strategies can make a significant difference in how much of the...

Priscilla Bonet Joins Walz Group

Walz Group is pleased to announce the addition of Priscilla Bonet as a Bookkeeper on our EasyKeep team. Priscilla is a graduate of Bryant College in Smithfield, Rhode Island, where she earned her...

Tax-Savvy Strategies for Seniors and Near-Retirees

Older taxpayers may qualify for powerful tax-saving opportunities, including higher contribution limits, charitable giving strategies, and medical expense deductions. Learn how to take advantage of...

Work Opportunity Tax Credit: A Win-Win for Employers and Employees

In today’s competitive labor market, finding the right employees can be tough. The WOTC provides a powerful incentive for hiring individuals from eligible groups, helping businesses strengthen thei...

Cybersecurity and Your Retirement Plan: What Sponsors Must Know

While many organizations invest heavily in protecting employee and customer data, qualified plans are often left out of cybersecurity discussions—but they shouldn’t be. From data breaches to asset...
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