plans 
BurklandAssociates
OCTOBER 31, 2023
Part two of a three-part series focused on helping growing startups budget and plan for success in the new year. The post Annual Financial Planning for Startups: Part-Two, Projections & Plans appeared first on Burkland.
RogerRossmeisl
JULY 16, 2022
Before 2011, a much smaller amount resulted in estate plans attempting to avoid it. Now, because many estates won’t be subject to estate tax, more planning can be devoted to saving income taxes for your heirs. The post Your Estate Plan: Don’t Forget About Income Tax Planning appeared first on Roger Rossmeisl, CPA.
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RogerRossmeisl
MARCH 5, 2024
With the high cost of college, many parents begin saving with 529 plans when their children are babies. Contributions to these plans aren’t tax deductible, but they grow tax deferred. What if you have a substantial balance in a 529 plan but your child doesn’t need all the money for college? What should you do with unused funds?
BurklandAssociates
NOVEMBER 8, 2023
The final installment of a three-part series focused on helping growing startups budget and plan for success in the new year. The post Annual Financial Planning for Startups: Part-Three, Executing on Your Plan appeared first on Burkland.
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This guide is a comprehensive action plan designed to help small business owners discover and select the best HR & payroll partner for their organization. Download Paycor’s Guide for actionable tips that every small business owner should consider.
Acterys
APRIL 11, 2023
This requires responding even faster (almost in near real-time) to opportunities and threats by cutting out the guesswork and instead executing plans on the fly based on accurate data analyses. CFOs are currently transitioning towards autonomous financial planning and analysis (FP&A) in order to attain heightened agility.
RogerRossmeisl
SEPTEMBER 18, 2023
law, which was enacted last year, contains wide-ranging changes to retirement plans. Effective for plan years beginning January 1, 2024, SECURE 2.0 permits a plan sponsor to amend its 401(k), 403(b) or government 457(b) plan to offer emergency savings accounts that are connected to the plan. The SECURE 2.0
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It’s no longer acceptable to offer status quo or one-size-fits-all plans - employees expect more. What to consider when evaluating plans. More than half of employees say benefits are a top consideration before accepting a job. Download Paycor’s guide to discover: Core components of a benefits package.
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Ensure they’re prepared for the latest changes with a clear, concise plan. If you haven’t created an employee vaccination policy, now is the time to consider how you’ll communicate with your employees. Get Paycor’s toolkit to learn more.
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Paycor analyzed its customer base of more than 30,000 medium and small businesses nationwide and found that as organizations add benefit plans, there is a significant decrease in turnover. Regardless of the company’s size, those that offer the right mix of benefits outperform the competition.
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Paycor’s 2019 Compliance Guide for HR professionals is a step-by-step action plan designed to focus on the four major topics in compliance. As part of their commitment to help HR professionals make a difference in their organization, they've published deep dives like this one to help you avoid fines and maintain compliance.
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Here are some examples of what we found: 86% are concerned about mental health, but very few have a plan. Paycor surveyed more than 2,000 Finance and HR leaders about the state of American businesses. Finance leaders are more confident in their ability to manage change. HR is more bullish on both the short- and long-term.
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86% are concerned about mental health, but very few have a plan. Here are some examples of what we found: HR is more bullish on both the short- and long-term. Finance leaders are more confident in their ability to manage change. Less than 10% of HR technology is highly effective at mitigating risk.
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And perhaps most importantly, what are their plans for the future? Did they need government funds? How many workers did they layoff or furlough? Are employees working from home now? How’s team morale? Download the guide to see all the survey results and where your organization might stand comparatively.
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In this trends report you’ll learn: Where the best HR & business leaders plan to invest the most money. To gauge the present and future of HR, Paycor interviewed more than 500 leaders of medium and small businesses. Why CFOs are losing faith in HR’s ability to work with data (and what you can do).
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