Monthly Archives: November 2019
Do Yourself and Your Clients a Favor – Attend Surgent’s Virtual Tax Conference 2019
By Nick Spoltore, Esq.
It’s that time of year again. No, we’re not talking candy canes, presents under the tree, and the subsequent cherub in a top hat, sash, and diaper as Baby New Year in January, 2020. We are talking about our annual Virtual Tax Conference. This year’s offering should not be missed by any CPA or tax […]
Our Firm Spotlight series aims to highlight exemplary accounting organizations across the country. This week we focus on The Fairman Group Family Office, based in Chesterbrook, Pennsylvania. This firm provides a full range of wealth management and tax advisory services to high net worth individuals and families in the Philadelphia area. Their experts holistically view […]
CPAs know that staying updated on continuing professional education (CPE) credits is both essential for providing the best service to clients and also required to stay in compliance as practicing CPAs. But with continual updates to tax laws, ever-changing regulations, new standards to meet on a regular basis, and new technology coming to the industry, […]
The installment of our Firm Spotlight series highlights GMS Surgent. This Philadelphia-area firm specializes in individual advisory services, profitability analysis and performance management, and takes pride in their 35 years of serving both local and national clients. “Personal Attention – Valuable Results”, a cornerstone of the firm’s mission statement, reinforces GMS Surgent’s commitment to creating […]
On November 6, 2019, the IRS announced in Notice 2019-59 the following cost-of-living adjustments for 2020: The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased from $19,000 to $19,500; The catch-up contribution limit for employees aged 50 and over who participate in […]