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Retirement Plan › Accountants

Adler Pollock & Sheehan P.C.

Planning Is Essential If You’re Inheriting Assets

Adler Pollock & Sheehan P.C. on

If you’re in line to receive a significant inheritance, your feelings may range from exhilaration to relief, not to mention a great deal of sadness for the loved one who has passed. Indeed, a large infusion of cash or assets...more

Levenfeld Pearlstein, LLC

Talent Shortages, Technology, And M&A: Accounting Firm Managing Partners And Industry Experts Share Their Thoughts On Key Issues...

Levenfeld Pearlstein, LLC on

To better understand the current landscape of the accounting industry, I have been interviewing managing partners and industry insiders regularly for the past two years. I recently asked managing partners, consultants, and...more

Conn Kavanaugh

Important Changes in Retirement Planning

Conn Kavanaugh on

The holiday season is always a busy and eventful time, so you may have missed a new law that can impact how you plan for your retirement assets. On December 20, 2019, as part of a more comprehensive appropriations act, the...more

Franczek P.C.

EBSA Releases Plan Audit Quality Report, Recommends Stricter Plan Audit Standards

Franczek P.C. on

The DOL’s Employee Benefits Security Administration (EBSA) released a report assessing the quality of audit work performed by certified public accountants with respect to financial statement audits of retirement and welfare...more

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