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Retirement plan changes for long-term, part-time employees

Retirement plan changes for long-term, part-time employees

SECURE 2.0 changes the rules for how long-term, part-time employees are treated for purposes of 401(k) and 403(b) retirement plans.
Required minimum distributions after SECURE 2.0

Required minimum distributions after SECURE 2.0

SECURE 2.0 changes the rules governing how and when certain retirement savers can withdraw money from their retirement accounts and IRAs.
Expired and expiring tax provisions that may impact you and your business

Expired and expiring tax provisions that may impact you and your business

The Tax Cuts and Jobs Act of 2017 made several sweeping changes to the tax code. However, many provisions contained a “sunset” or expiration date. This article will review several provisions that have either recently expired or are scheduled to expire in the coming years.
Protecting Your Finances During an Economic Downturn

Protecting Your Finances During an Economic Downturn

Many economists are predicting that the US economy will experience a downturn, if not a recession, in 2023. A downturn can lead to job loss, reduced income, and financial insecurity. While it's impossible to predict the future with certainty, there are steps you can take to protect your finances during a downturn.
Key provisions of the SECURE 2.0 Act for employers

Key provisions of the SECURE 2.0 Act for employers

The SECURE 2.0 Act aims to improve retirement savings by making it easier for employers to offer retirement plans to employees and for individuals to increase their retirement savings. This article will discuss selected provisions of the Act and their potential impact on employers.
Key provisions of the SECURE 2.0 Act for individuals

Key provisions of the SECURE 2.0 Act for individuals

The SECURE 2.0 Act of 2022 aims to improve retirement savings by making it easier for employers to offer retirement plans to employees and for individuals to increase their retirement savings. Learn about select provisions of the Act that affect individuals.
Real estate dealmaking adjusts amid fears of a frozen market

Real estate dealmaking adjusts amid fears of a frozen market

For real estate private fund investing, rising rates have made deal metrics harder to obtain, and as a result, the amount of capital being raised for funds has created hesitancy in the overall market.
Cautionary tale: Owner personally liable for sales tax

Cautionary tale: Owner personally liable for sales tax

A New York administrative law judge found an owner to be a responsible person and personally liable for unpaid sales and use taxes.
Measuring the risk of default in the debt ceiling crisis

Measuring the risk of default in the debt ceiling crisis

The one- and three-year U.S. credit default swaps have already spiked above levels of previous financial and political crises.
American consumers grow more cautious as spending falls

American consumers grow more cautious as spending falls

Personal spending fell by 0.2% in dollar terms in December and by 0.3% after adjusting for inflation, which rose by 0.1% on the month.
Incentivize Employees With Stock Appreciation Rights Instead of Equity

Incentivize Employees With Stock Appreciation Rights Instead of Equity

Many business owners want to incentivize and reward employees by tying their compensation to the company's performance. One way to do this is through stock options, but using stock appreciation rights might be a better solution.
A guide to business ownership

A guide to business ownership

RSM’s experienced business owner tax advisors understand the business lifecycle from startup to business transition. We can point out potential blind spots, provide tips and lay out the best tax strategies to help ensure success.
U.S. becomes the top destination for foreign direct investment

U.S. becomes the top destination for foreign direct investment

Rising rates, a strong dollar, an innovative economy as well as the rule of law continue to attract significant capital into American-based corporations.
FASB Proposes Changes to Lease Accounting Rules

FASB Proposes Changes to Lease Accounting Rules

The Financial Accounting Standards Board recently issued a proposed Accounting Standards Update for Leases (Topic 842). The update addresses related-party arrangements between entities under common control. This video provides an overview of the proposed changes.
Year-end estate & gift planning considerations

Year-end estate & gift planning considerations

The end of the year is fast approaching, and with it comes the opportunity to reassess your tax and financial circumstances. Learn about strategies to help minimize your taxes for 2022.