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4 Areas to Consider When Transitioning Employees to Working From Home

April 15, 2020
For businesses that haven’t traditionally embraced remote employees, it may be difficult to get up to full speed with the current turn of events.  To make the inevitable transition less...
Tracy Jones CPA, LLC -

Time for a Tax Checkup

February 19, 2020
Midyear is a good time to review your tax situation. You can make sure your estimated tax payments are on track and look ahead to see if there are any...
family generations

Family Businesses and the Next Generation

December 18, 2019
Having your children work in the family business is a great way to teach your kids about work ethic and money management, and to kick-start their retirement or college savings...
Senior couple enjoying their vacation at the beach

QDIAs for Retirement Plans: Does Your Company Need Them?

September 30, 2019
Having a qualified default investment alternative relieves you and plan fiduciaries of certain liabilities. Click through to enhance 401(k) plans by providing investments with potential for long-term growth regardless of...