Year: 2022

Monitoring 401(k) Audit Requirements

April 27, 2022 by Jason Frick
Audit & Accounting
When plans reach a certain size, they are required to file the regular Form 5500 instead of the Short Form.  In addition, plans are typically required to be audited and those audited financial statements are to be attached when the longer Form 5500 is required.  The general requirement to file...
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Tax Update for the Non-Tax Professional

March 23, 2022 by Jason Kindseth
Tax Services
The last several years have been a whirlwind of tax law changes at the Federal and state levels. The following is an update targeting business owners and financial professionals that are not following the day-to-day changes in the tax code. Important Dates There are many important dates for tax filings...
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