Julia E. Backa, MSBM

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Tis the season for Giving | Deductible vs. Nondeductible Contributions and their limits.

Posted by Julia E. Backa, MSBM on Dec 18, 2017 8:31:00 PM

Not everyone thinks the holiday season is the most wonderful time of the year. The Huffington Post, CBS News, Harvard Medical School, HealthLine, etc. all have articles regarding the causes, and tips for coping with the holiday blues. Stress caused by finances, lack of time, and high expectations is mentioned as a frequent contributing factor. To cope a few sources recommend starting a new tradition involving volunteering and making charitable contributions. Perhaps this is because both volunteering and donating to charity have been found to increase happiness.

To do our part in spreading holiday cheer, we not only want to join the bandwagon in encouraging others to donate and volunteer, we want to help those that do, better understand the ins and outs of deductible vs. nondeductible contributions and the limitations on charitable contributions.

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Topics: Deductible Contributions, Charitable Contributions, Tax

Employee Benefit Plan Audits | Is your ERISA plan auditor qualified?

Posted by Julia E. Backa, MSBM on Feb 27, 2017 11:34:00 AM

In one of our previous posts, ERISA Plan Audits | Why Auditor Experience Matters, we covered how important it is for auditors performing retirement plan audits to have the appropriate experience.  

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Topics: ERISA Audits, Choosing an Auditor for ERISA Audits, Employee Benefit Plan Audits, Employee Benefit Plans, ERISA Plans, Retirement Plans

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