Every year, accounting firms across the country brace themselves for the same recurring challenge: helping clients navigate the complexities of Form 5500 filings. For firms in Phoenix and throughout the Southwest, this annual ritual can strain internal resources, test client relationships, and expose everyone involved to serious regulatory risk. Whether you are managing a handful […]
The retirement planning landscape has shifted considerably in 2026. Clients across income levels, ages, and employment situations are affected by provisions of the SECURE Act 2.0 that are now fully in motion. For financial advisors, this is not a moment for vague reassurances. It is a moment for precise, proactive communication. Understanding the technical details […]
For CPA firms advising profitable small-to-medium-sized businesses, retirement planning strategies have become an increasingly important part of tax planning. Many high-income business owners are searching for ways to significantly reduce taxable income while accelerating retirement savings. Defined benefit plans offer one of the most powerful opportunities to achieve both goals. Unlike traditional retirement plans with […]
For many high-income business owners, retirement planning is not just about saving for the future. It is also about strategic tax management, wealth accumulation, and long-term financial security. In 2026, defined benefit plans continue to be one of the most powerful retirement planning tools available for closely held companies and profitable professional practices. Certified Public […]
As retirement planning continues to evolve, high earners must stay alert to regulatory changes that could significantly affect their savings strategies. One of the most impactful changes approaching is the mandatory Roth catch-up contribution rule, part of the sweeping updates introduced by the SECURE Act 2.0. Scheduled to take effect in 2026, these changes will […]
