by Boris Benic | Oct 2, 2023 | Blog
Our digital presence has become integral to our daily lives – from emails to social media profiles, online banking to cryptocurrency investments. Incorporating that digital presence into your estate planning is essential for preserving your legacy, protecting your financial interests, and reducing potential burdens on your loved ones. By proactively addressing these assets in your estate plan, you can ensure a smoother transition of your digital life while maintaining control over what happens to your online presence and valuable digital resources after you’re gone.
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by Boris Benic | Sep 28, 2023 | Blog
As the final quarter of the year approaches, it’s time to turn our attention to those critical Q4 tax deadlines. Knowing these key dates is crucial whether you’re a small business owner or the person responsible for staying on top of an organization’s financial responsibilities. From tax filings to year-end planning, here’s the essential information you need to be ready for fourth quarter!
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by Boris Benic | Sep 8, 2023 | Blog
Since 1975, the Form 5500 Series has served as a tool for employee benefit plans to meet annual reporting obligations. It’s essentially the public face of your plan and where transparency and accuracy reign supreme.
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by Boris Benic | Aug 30, 2023 | Blog
Wire fraud is on the rise. In fact, businesses are losing billions to fraudulent wire transfers, and the problem is getting worse. As a business owner, safeguarding your company’s financial assets is crucial for maintaining a healthy bottom line. By familiarizing yourself with the most common signs of scams and implementing preventive measures, you can significantly reduce the risk of becoming a victim of fraud.
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by Boris Benic | Aug 14, 2023 | Blog
In the ever-changing landscape of the global economy, businesses need to be prepared for any potential downturns, especially a recession. A recession is best defined as two successive quarters of negative GDP growth. Despite fears of a recession in 2023, the US economy continues to be healthy. But to safeguard your company’s sustainability and success, it’s crucial to be proactive about the potential slowing of sales and profits.
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