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Proposed Regulations Encourage Automatic 401(k) Contributions

The Pension Protection Act of 2006 (PPA) provided several changes to current 401(k) rules. Perhaps the most beneficial is the automatic enrollment feature. Effective for plan years beginning on or after January...

What is 409A and How Does it Affect You

The IRS has changed the rules governing deferred compensation. Internal Revenue Code (IRC) Section 409A sets more stringent guidelines for private companies when issuing stock options and other forms of...

Understanding Sustainable Competitive Advantage

Knowing your company’s Sustainable Competitive Advantage (SCA) is critical, as it is used as a filter for all the issues that an organization faces. It is also used as a method to allocate resources such as...

Social Media Users Beware – The Tax Man Cometh

Social networking is the latest rage among the masses, and it seems that even the Internal Revenue Service has decided to log on. Both federal and state revenue agents have reportedly been nabbing delinquent...

The Impact of the Stock Market on Your 401(k)

The U.S. financial markets crisis reached a critical stage during September 2008 when the global credit markets experienced severe contracted liquidity after the bankruptcy of investment house Lehman Brothers...

A New Business Plan — Featured in Commercial Investment Real Estate Magazine

These strategies will help to design a recession-proof business model. In our current economy, it’s important that commercial investment real estate professionals devise a new business plan to survive, both...

IRA to Roth Conversion

Now that 2010 is upon us, a significant opportunity is available for individuals. Taxpayers can now to convert a traditional IRA to a Roth IRA, regardless of income level or filing status. This is an...

Coming to Work In The US? You May Need an ITIN

Do You Need an Individual Taxpayer Identification Number (ITIN) The ITIN is a nine-digit number issued by the IRS to individuals who are required to have a U.S. taxpayer identification number for tax...

Accelerated Deduction Option for Haiti Relief Contributions

Haunting images of destruction and moving stories of rescue have encouraged Americans to give generously to help their neighbors in Haiti recover from the January 12, 2010 earthquake. To encourage donations to...

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