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The Hidden Cost of Confusion: Why Health Illiteracy Is Driving Up Your Benefits Spending

The Hidden Cost of Confusion: Why Health Illiteracy Is Driving Up Your Benefits Spending

Nearly 90 million American adults struggle to comprehend medical information, leading to inefficient healthcare use and higher costs. Health illiteracy drives unnecessary emergency room visits, longer hospital stays, and poor chronic condition management. Employers can help by simplifying benefits communications and providing accessible support resources.
Protecting Your Company from IRS Audits on Executive Compensation

Protecting Your Company from IRS Audits on Executive Compensation

The IRS has intensified its focus on executive compensation and fringe benefits, expanding audits from large corporations to smaller companies. Perks like corporate credit cards, club memberships, and private jet use can trigger tax complications if not properly reported, putting both executives and employers at risk.
How New Tax Rules Could Boost Your Business Interest Deductions

How New Tax Rules Could Boost Your Business Interest Deductions

Recent tax legislation brings favorable changes to business interest deduction limits. By reverting to pre-2022 calculation methods that add back depreciation, amortization, and depletion, the One Big Beautiful Bill Act allows many businesses to deduct significantly more interest expense starting in 2025.
New Roth Catch-Up Rules Are Coming in 2026: What High Earners and Employers Need to Know

New Roth Catch-Up Rules Are Coming in 2026: What High Earners and Employers Need to Know

Starting in 2026, higher-income earners will be required to make catch-up contributions to retirement plans as after-tax Roth contributions. This SECURE 2.0 change impacts both employees and employers, who must update their plans to comply with new IRS regulations.
Protecting Your Profits: How to Stop Inventory from Walking Out the Back Door

Protecting Your Profits: How to Stop Inventory from Walking Out the Back Door

Retail shrinkage costs businesses approximately 1.6% of sales annually, with employees responsible for nearly 29% of losses. From cycle counts to camera surveillance, discover eight proven strategies to prevent backdoor theft and protect your bottom line from inventory discrepancies.
2026 Fringe Benefit Adjustments: What Employers Need to Know

2026 Fringe Benefit Adjustments: What Employers Need to Know

The IRS has announced updated cost-of-living adjustments for employer-provided fringe benefits in 2026. From health FSAs to transportation benefits, these changes impact compensation planning and payroll administration. Understanding these updates now helps ensure compliance and effective employee communication throughout the year.
Family Limited Partnerships Under IRS Scrutiny: What the Fields Case Teaches Us About Valuation Discounts

Family Limited Partnerships Under IRS Scrutiny: What the Fields Case Teaches Us About Valuation Discounts

A recent Tax Court ruling against the Estate of Anne Milner Fields demonstrates how deathbed transfers and insufficient asset retention can cause family limited partnerships to fail IRS scrutiny, resulting in the loss of valuable valuation discounts and potential penalties under IRC Section 2036(a).
Should Your Company Outsource COBRA Administration?

Should Your Company Outsource COBRA Administration?

COBRA administration presents significant compliance challenges for employers, with costly penalties for mistakes. From tracking eligibility to managing notifications and premium collections, the administrative burden is substantial. Many companies are turning to third-party administrators to reduce risk, control costs, and free up HR staff for more strategic initiatives.
Making Your 401(k) Work Within Your Total Investment Strategy

Making Your 401(k) Work Within Your Total Investment Strategy

Many investors treat their 401(k) as a standalone account, missing opportunities to optimize their overall portfolio. Learn how to strategically coordinate your 401(k) investments with your other holdings, consider tax implications, and avoid over-concentration in employer stock to maximize your long-term investment results.
Splitting Retirement Accounts During Divorce: Avoid Costly Tax Mistakes

Splitting Retirement Accounts During Divorce: Avoid Costly Tax Mistakes

Dividing retirement accounts during divorce requires careful planning to avoid serious tax consequences. From IRA rollovers to QDROs for qualified plans, understanding the rules can save you from unexpected tax bills, penalties, and financial setbacks. Learn the essential strategies to protect yourself.
Cybersecurity Best Practices for Nonprofits | Aprio Insights

Cybersecurity Best Practices for Nonprofits | Aprio Insights

Help your nonprofit address growing cyber risks with practical guidance on password management, employee training, and vendor security for 2026 and beyond.
Estate Planning: Why Regular Reviews Matter

Estate Planning: Why Regular Reviews Matter

With the federal estate tax exemption now at $13.99 million, many families assume estate planning is only for the ultra-wealthy. But an up-to-date estate plan is essential for everyone. Life changes—from family transitions to asset shifts—require regular reviews to ensure your wishes are honored.
Where to Store Your Estate Planning Documents So Your Family Can Find Them

Where to Store Your Estate Planning Documents So Your Family Can Find Them

Even the most carefully crafted estate plan won’t help your family if they can’t find your documents when needed. From wills to powers of attorney, knowing where to store these critical documents and ensuring your loved ones can access them is essential to avoiding unnecessary stress and legal complications.
Is Your Business Ready for a Private Equity Deal?

Is Your Business Ready for a Private Equity Deal?

Private equity firms offer growth capital and expertise, but selling to PE isn't a traditional exit. Understanding the partnership dynamics, tax implications, and operational changes is essential before pursuing a deal. Learn what makes your company attractive to PE investors.
Buy or Lease? How to Choose the Right Option for Your Business Assets

Buy or Lease? How to Choose the Right Option for Your Business Assets

Deciding whether to buy or lease equipment and other fixed assets is a critical financial decision for businesses. With enhanced tax breaks now available under the One Big Beautiful Bill Act, understanding the pros and cons of each option can help you maximize savings and support your company's growth.
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