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Employers: when it comes to a Savings Incentive Match Plan for Employees (SIMPLE), there is a complex set of new rules and tax laws to be aware of. Follow this article for the latest rules for...
April 30, 2025
The landscape is uncertain as tariff policies are rapidly changing but if your business is tariff-affected consider these five strategies to help minimize the impact. Explore the available options...
April 29, 2025
A business’s best practices vary depending on the type of industry but the shared goal to achieve the best possible outcome remains the same. In this post, you will find seven helpful guidelines...
April 28, 2025
Check out this article to understand the types of income and gain included in net investment income, find out if this affects you, and how proactive planning strategies can help reduce the 3.8%...
April 24, 2025
Did you know that you can transfer funds directly from an IRA to a charitable organization through qualified charitable distributions (QCDs)? Follow this article to find out if the QCD strategy is...
April 22, 2025
In this post, you will find five tips to help maintain accurate account balances and ensure the reconciliation process runs smoothly with QuickBooks reconciliation tools.
April 21, 2025
A recent survey from the Transamerica Center for Retirement Studies revealed key financial concerns for many retirees in a fragile and constantly evolving landscape. Follow here for more findings...
April 17, 2025
Big shout out and congratulations to Dan Massey, CPA, Walz Group Principal in Charge of Assurance on being inducted as the newest Conestoga Valley Distinguished Alumni!
April 16, 2025