New Retirement Savings Requirement for Employers New York State enacted legislation in 2021 establishing the Secure Choice Savings Program, a state-facilitated retirement savings requirement for certain private-sector employers. After several years of development, the program is now moving into full implementation, with mandatory compliance deadlines beginning in 2026. Since late 2025, the State has begun…
For individuals age 50 and older, catch up contributions provide an opportunity to increase retirement savings beyond standard limits. Changes introduced under the SECURE 2.0 Act, including new Roth requirements taking effect in 2026, make it especially important to understand how these rules apply to your situation. Key Takeaways What Are Catch-Up Contributions? Catch-up contributions…
Key Takeaways The “best” accounting software is the one that matches your workflows, integrates cleanly with your other systems, and can grow with you. Integration quality matters more than feature quantity. If data doesn’t sync cleanly, your books won’t be reliable. Automation, especially AI-driven categorization, OCR, and smart reconciliation, is no longer optional in…
Key Takeaways Small businesses often see faster financial returns from AI than large companies because they can change workflows quickly AI only works if you can tie it to measurable outcomes like cost savings, revenue growth, or capacity gains Time savings alone don’t matter unless they eventually show up in dollars The key to…