July 7, 2025 / by Brett Hess / Small Business
When many small to midsize businesses are ready to sponsor a qualified retirement plan, they encounter a common obstacle: complex administrative requirements. As a business owner, you no doubt already have a lot on your plate. Do you really want to deal with, say, IRS-mandated testing that could cause considerable hassles and expense? Well, you […]
Read more
Accounting | Insurance | Financial Planning| Call us at 301.698.0795
Milestone moments: How age affects certain tax provisions
July 10, 2025 / by Brett Hess / Tax
They say age is just a number — but in the world of tax law, it’s much more than that. As you move through your life, the IRS treats you differently because key tax rules kick in at specific ages. Here are some important age-related tax milestones for you and loved ones to keep in […]
Read more
Safe harbor 401(k)s offer businesses a simpler route to a retirement plan
July 7, 2025 / by Brett Hess / Small Business
When many small to midsize businesses are ready to sponsor a qualified retirement plan, they encounter a common obstacle: complex administrative requirements. As a business owner, you no doubt already have a lot on your plate. Do you really want to deal with, say, IRS-mandated testing that could cause considerable hassles and expense? Well, you […]
Read more