News and Events

In accordance with the Employee Retirement Income Security Act (ERISA), retirement accounts with more than 100 eligible participants at the start of the plan year are considered large retirement funds. These large retirement funds require that an annual audit of plan financial statements be conducted by an independent, qualified public accountant.

With the most extensive overhaul of the U.S. tax code in more than three decades having now been passed by both Houses of Congress, and officially signed by President Trump to enact it into law, tax reform is here.  These changes will require businesses and individuals to re-evaluate their long-term tax strategies starting in the 2018 tax year, but also means taking immediate year-end tax planning strategies for the final days of 2017 into consideration.