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Mitigating liability as a 401(k) plan sponsor: your role as a fiduciary

Offering a 401(k) plan to your employees is not just a perk—it's a significant fiduciary responsibility under ERISA that requires careful oversight and compliance to shield both the plan and its participants. Discover the core duties and common pitfalls that come with managing a 401(k) plan, and learn best practices for mitigating liability while securing your team's financial future. Stay informed on regulatory changes and proactive measures to protect your organization in this detailed guide.
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End-of-year tax strategies for individuals

  • Dec 3, 2024
  • Tax
As the year-end approaches, it's time to for strategic tax planning. From assessing your current tax situation and understanding deductions to maximizing retirement contributions and managing investment gains, this guide offers valuable insights to help minimize your tax burden.
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Smart year-end tax moves for businesses

  • Nov 20, 2024
  • Tax
As year-end approaches, small business owners face crucial tax planning decisions that can impact their financial health. From leveraging deductions and managing cash flow to understanding the intricacies of the QBI deduction, this article offers strategic insights to optimize your tax position before ringing in the new year.
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Introducing The Mize Breakroom Podcast

In today’s fast-paced business environment, staying informed can be challenging. That’s why we’ve created The Mize Breakroom—to provide valuable insights and practical advice in a way that’s easy to consume on the go. Hosted by our very own Director of…

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Keep Your Finances from Becoming a Nightmare

While goblins, ghosts, and ghouls can be fun, haunting financial practices are anything but! Here are some best practices to keep your accounting from becoming a horror story. Avoid the Ghosts of Transactions Past: Reconcile Regularly Much like how ghosts…

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TAX

Answers to Your Tax Season Questions

  • Jan 19, 2024
  • Tax

The IRS announced it will open the 2024 income tax return filing season on January 29. That’s when the tax agency will begin accepting and processing 2023 tax year returns. Here are answers to seven tax season questions we receive…

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