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IN THE NEWS

Using Prior-year Data to Identify Highly Compensated Employees

Using Prior-year Data to Identify Highly Compensated Employees by Maria T. Hurd, CPA was featured on page 6 of Pension Plan Fix-It Handbook – April 2016 issue (Thompson)

Keeping a Vacation Home in Your Family

Jordon N. Rosen, CPA, AEP was quoted in Keeping a Vacation Home in Your Family by Caroline E. Mayer (AARP Bulletin)

Amending a Plan’s Eligibility Provisions Could Delay Financial Statement Audit Requirement

Amending a Plan’s Eligibility Provisions Could Delay Financial Statement Audit Requirement by Maria T. Hurd, CPA was featured on page 5 of The 401(k) Handbook – January 2016 issue (Thompson)

FROM OUR BLOGS

Participant’s Elective Deferral Election Not Followed

One of the most common operational errors when administering retirement plans is the failure to implement a participant’s elective deferral election or change in percentage.

How to Validate Certain Business Expenses

Nonprofits, just like for profit organizations, incur expenses for travel, meals and entertainment, gifts, and transportation.

Forming A U.S. Corporation – Foreign Government Contractors

Does your company contract with the U.S government? Are you foreign owned? If so, it may interest you to learn that the U.S. government follows a policy of Buying American. This means that whatever you sell to the government needs to be sold by a U.S. company.

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Considering making a change with your plan audit? Discover the difference BLS can bring to the process.

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We excel at preparing federal and state income tax returns for companies, nonprofit organizations, individuals, estates, trusts, partnerships, corporations and benefit plans.

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MEET ANNE MARY

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Within the firm, Anne Mary is a strong motivator and takes pride in training staff, offering her full support and attention. She is well-organized and maintains focus on her client work at hand.  Find out more about Anne Mary by reading her bio.

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