by Mike Scialo | Oct 21, 2025 | Blog
The SECURE 2.0 Act made significant changes to retirement plan rules, including new requirements for catch-up contributions. While the law was passed several years ago, plan sponsors have been waiting for final guidance on how to apply these provisions. After...
by Kiran Amlani | Oct 14, 2025 | Blog
The One Big Beautiful Bill Act (OBBBA) introduced significant tax changes in July 2025, including a new income tax deduction for qualified tips received by workers in eligible occupations. With the recent release of proposed regulations by the Treasury Department and...
by David Thompson | Oct 7, 2025 | Blog
Beginning September 30, 2025, federal agencies will generally stop issuing paper checks for most disbursements, as permitted by law, to comply with Executive Order (EO) 14247. That could include things like tax refunds, Social Security benefits, and vendor payments....
by Kiran Amlani | Sep 24, 2025 | Blog
When a pass-through business takes out a loan at the entity level and immediately distributes the borrowed funds to its owners, this is considered a debt-financed distribution. This maneuver gives the owners immediate liquidity without triggering a current tax bill,...
by Caleb Lendy | Sep 17, 2025 | Blog
Non-public pass-through companies have a need to attract and retain top talent just like any other organization. Yet, they can’t flash the same liquid stock options or restricted stock units that a publicly traded C-corp might deploy. Their challenge is...
by Dan Frederickson | Sep 11, 2025 | Blog
Banks want an extra layer of security for business loans, and a personal guarantee delivers it. The pledge often speeds approval and can shave points off the interest rate. Many business owners accept that personal exposure as the price of doing business, but if you...
