Virtual Townhall: Changing the Game: Aligning Your Investments with Your Values
Click here to register for this event. As part of…
Meet the Associate: Genevieve Smyth
Genevieve is Lead Remote Staff Accountant for Convergent Accounting. She…
IRS Raises HSA, HDHP Limits in 2024
shrm.org, By Kathryn Mayer Thanks in part to persistent high inflation,…
Virtual Townhall: The Flexible Capital Fund: Providing Creative & Unique Funding to Vermont Businesses
Click here to register for this event. As part of…
All financial things you need for your business – under one roof.
There’s no better time for business owners to turn to…
NASBA extends CPA exam window to 30 months
By Michael Cohn, Accounting Today, April 24, 2023 The National Association…
Do You Have Unclaimed Property?
We have seen this scenario play out many times –…
Simplified Employer Pension (SEP) IRA
This post provides you with important information about SEP IRAs…
ROTH IRA Planning
When a Roth IRA might make sense Because taxation of…
SIMPLE IRA
Many small employers can now offer a retirement plan to…
Health Savings Accounts as a Retirement/Investment Vehicle
What does health care have to do with retirement? Plenty,…
Key Person Bonus Plan
Choosing and adopting the best manner to compensate key people…
Managing Small Business Finance
Financial reporting is the key to success! Establishing an easily…
The Research & Development Tax Credit
Without question, one of the major highlights of the PATH…
Record Retention Guidelines
The age-old dilemma of record retention requirements has not gotten…
Identity Theft: When Your Identity is Stolen
Identity theft occurs when someone steals pieces of personal identifying…
Identity Theft: Protecting Your Information
What is identity theft? Identity theft occurs when a crook…
The SECURE Act Overview
The SECURE Act includes several incentives to start saving sooner,…
2022 Year-End Tax Planning Tips for for Individuals
This is a brief overview of several year-end tax saving…
2022 Year-End Tax Planning Tips for Businesses
The following is a brief overview of year-end tax saving…
Meet the Manager: Aida Volpone, CPA
Aida is a graduate of Nichols College in Dudley, MA…
IRS Reminder: Service providers, others may receive 1099-Ks for sales over $600 in early 2023
WASHINGTON — The Internal Revenue Service reminds taxpayers earning income…
Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and Receiver
Tax-Savvy Charitable Giving With QCDs Can Benefit Both Giver and…