Providing Peace of Mind for Mental Health Organizations Health insurance claims. Government reimbursements. PCI DSS and HIPAA. Grant compliance. Fee-for-service payments. Budget reconciliations. Board reports…the list goes on and on. If you’re in charge of financial operations for a mental health organization, these terms take up a lot of
Safeguard Your Organization You safeguard the welfare of the vulnerable, and advocate for their safety and security. Doing good work is your focus – not doing taxes, data checks, and managing balance sheets. But to continue to do good work your organization needs to be financially sound and operationally secure.
The SECURE Act (Setting Every Community Up for Retirement Enhancement), passed in late 2019, included the most updates to retirement legislation in over a decade. The legislation’s goal was to encourage more Americans to improve their retirement savings. As we noted at that time, the provisions of the SECURE Act
The IRS has provided guidance to employers that provide matching retirement plan contributions based on student loan payments – a provision of the SECURE 2.0 Act of 2022. Notice 2024-63 implements Section 110 of the SECURE 2.0 Act of 2022; this section allows employers with a 401(k) plan, 403(b) plan,
We know that many not-for-profit leaders wear multiple hats. You’ve got the strategy, the mission, and the vision set. But to grow the organization, you need to know the ins and outs of running a business too. That’s why Barnes Dennig and Impact 100 hosted this 1-hour session on tax,
Driven to Win The automobile dealership business is a race to the finish line, every day. We understand the unique challenges you face– after all, we’ve been working with dealerships for over 35 years. Our automobile dealership team understands how dealerships truly work – and their in-depth knowledge means they
Emergencies can happen anytime, and they often come with unexpected financial burdens. Recognizing this, the SECURE 2.0 Act of 2022 introduced a new savings avenue – the Pension-Linked Emergency Savings Account (PLESA). The PLESA is designed to enhance financial security for workers, providing a crucial safety net in times of
In October 2023, California passed the Climate Corporate Data Accountability Act (SB 253) and the Greenhouse Gases: Climate-Related Financial Risk Act (SB 261), creating unprecedented climate-related reporting for companies beginning in 2026. In addition to certain climate-related financial risks and disclosures, the bills focus on reporting greenhouse gas emissions in
The recently signed Inflation Reduction Act contains extensive changes, including some new tax credits, changes or increases for others, and significant tax law changes. In what may be one of the biggest charts we’ve ever built (at least for a blog post), here’s a summary of what’s changing, and when.
A common perception of “estate planning” involves wealthy families managing their fortunes and negotiating complex legal documents to minimize tax burdens. In reality, estate planning is crucial for people of all income levels. It’s not just about distributing wealth but also about ensuring your wishes are respected, and your loved