by Boris Benic | Nov 1, 2023 | Blog
So, you’ve decided to sell your business and start a new chapter in your life. Whether it’s for retirement or another well-thought-out reason, ensuring a seamless transition is crucial. To help you navigate this significant undertaking, we’ve put together a comprehensive checklist for selling a business.
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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 | May 15, 2023 | Blog
Growth is vital for any company to remain competitive and successful over the long run. Companies must grow and expand to increase their market share, generate revenue, and improve profitability. (more…)
by Boris Benic | Feb 14, 2023 | Blog
Each year, the Internal Revenue Service and the Department of Labor conduct audits to ensure that employee benefit plans comply with government regulations. While many audits are selected randomly, certain circumstances increase your risk of being audited. (more…)
by Boris Benic | Dec 23, 2022 | Blog
This holiday season, we want to give everyone the financial knowledge they need to manage their businesses effectively. (more…)