Archive of Situation Analysis Articles
  • You Can Still Override the 5-Year Rule on inherited 401k Accounts, But You Need to Act Now
    The CARES Act extended the time period from 5 – 6 years to empty out an inherited retirement account. But time is running out. Learn what you need to do.... more
  • Will Your Business be the Next Ransomware Victim?
    The size of your business does not matter. You could be a target for a ransomware or other cyberattacks. What should you do?... more
  • What Employers Can Expect from the Secure Act 2.0
    The SECURE Act 2.0 introduces some significant enhancements to employers’ ability to provide quality retirement plans to their employees. Although it has a way to go, it has strong bipartisan support.... more
  • Impact of Biden Tax Proposals on Small Businesses
    Here’s what small business owners should know about the proposed tax increases and how they could impact them.... more
  • Reduce Taxable Income Using Low-Cost Equipment Financing
    They provide business owners with a rare opportunity to convert significant tax savings into capital investment in their business.... more
  • How Business Owners Can Maximize Their Retirement Plan Savings
    Understanding the various options for creating a business retirement plan for you and your employees can be daunting. Here is a breakdown of the different plan options.... more
  • Top CARES Act-Related Tax Planning Tips for Year-End
    The CARES Act provided small businesses with immediate and targeted financial relief in the form of forgivable PPP loans and payroll tax deferral.... more