Form 1095: What Employers Need to Know

Form 1095: What Employers Need to Know

The Affordable Care Act of 2010 brought some additional recording requirements with it for certain businesses. To discuss this I invited Greg Kenworthy, who heads up the form 1095 reporting area of our Firm, to talk with us. So let’s get into it. – What is a...
Roth vs Traditional IRAs or 401(k)

Roth vs Traditional IRAs or 401(k)

As we talked about last week, many taxpayers had their tax bill go down even though they saw less of a refund. With tax reform bringing rates down to levels that we have not seen in a while, we all have a limited window to take advantage of these rates, but not how...
Tax Refund or Tax Due This Year

Tax Refund or Tax Due This Year

Now that April 15th has passed, you have seen first-hand how the new tax bill affected your taxes. With so many moving parts, tax reform affected people in many different ways. For the most part, taxpayers paid less tax, but many still saw their refunds decrease....
Podcast: Required Minimum Distributions

Podcast: Required Minimum Distributions

Most retirees know that when they reach the age of 70 ½, they may have to start taking distributions from their retirement accounts. Most people think this is a must, but it’s not necessarily. Learn more details about the different ways to delay or not be...

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