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What to Do With an Inherited IRA

If you’ve inherited an individual retirement account, you need to learn the complex rules that govern how you must handle it. Click through to learn how to avoid making decisions that can result in very expensive consequences.






Defined Benefit Plans: The Standard Pension

Defined benefit plans offer guaranteed retirement benefits for employees. How do these time-honored plans work? Click through to see advantages, disadvantages and tax considerations for employers and employees.


Companies Need To Pay Attention to Gen Z

Company leaders seeking to have sustainable businesses need to pay attention to what Gen Z, the youngest workers entering the workforce, are looking for in an employer. Click here to make sure you’re staying relevant to your new workforce.






Cybersecurity and Remote Work: 6 Steps To Protect Your Business

In 2020, the FBI reported 1.4 million cybercrime complaints, mostly identity theft, up from 651,000 in 2019. The cost to victims is estimated at $5.9 billion. Click here to read about six low-cost steps to take to protect your business.


Hope You Have a Great Memorial Day Weekend!

In honor of Memorial Day, our offices will be closed. We’re taking some time to honor all who serve and have served our country this Memorial Day. Click through to learn more.



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Our firm provides the information in this e-newsletter for general guidance only,
and does not constitute the provision of legal advice, tax advice, accounting services,
investment advice, or professional consulting of any kind. The information provided herein should not be
used as a substitute for consultation with professional tax, accounting, legal, or other competent
advisers. Before making any decision or taking any action, you should consult a professional adviser who
has been provided with all pertinent facts relevant to your particular situation. Tax articles in this
e-newsletter are not intended to be used, and cannot be used by any taxpayer, for the purpose of
avoiding accuracy-related penalties that may be imposed on the taxpayer. The information is provided
“as is,” with no assurance or guarantee of completeness, accuracy, or timeliness of the information,
and without warranty of any kind, express or implied, including but not limited to warranties of
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