July 2025 Newsletter

July 2025 Newsletter

July 2025 Newsletter Category: Here’s to a Great School Year Ahead! We are delighted to announce the following promotion effective July 1, 2025 – please join us in congratulating Ryan Berger and Marife Taylor on their well-deserved promotion Extension Deadline With...
Understanding Safe Harbor 401(k) Plans

Understanding Safe Harbor 401(k) Plans

Understanding Safe Harbor 401(k) Plans Category: Offering a 401(k) can be a great way to attract and retain top talent. Yet traditional 401(k) plans come with a compliance burden: they must satisfy IRS rules known as nondiscrimination testing to ensure that retirement...
The OBBBA Car Loan Tax Deduction

The OBBBA Car Loan Tax Deduction

The OBBBA Car Loan Tax Deduction Category: Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (504) 838-9991 or fill out the form below and we’ll contact you to discuss your specific situation. type="tel"...
When is an S-corp election the right move?

When is an S-corp election the right move?

When is an S-corp election the right move? Category: Most early-stage small businesses operate as partnerships or single-member LLCs, taking advantage of pass-through taxation to separate the business legally from the owner while avoiding unnecessary compliance...