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Recent News & Blog

  • Creating statement charges in QuickBooks

    There’s more than one way to bill customers for your products and services. A statement charge is one of them.

  • Putting together the succession planning and retirement planning puzzle

    Everyone needs to plan for retirement. But as a business owner, you face a distinctive challenge in that you must save for your golden years while also creating, updating and eventually executing a succession plan.

  • Offering group term life insurance through a cafeteria plan

    Many employers wish to offer group term life insurance as a fringe benefit but find the premiums unaffordable. Under such circumstances, you could provide the coverage and have employees pay the premiums pretax through an existing cafeteria plan. Just be sure you understand the tax impact.

  • Expenses that teachers can and can’t deduct on their tax returns

    As teachers head back for a new school year, they often pay for various expenses for which they don’t receive reimbursement. Fortunately, they may be able to deduct them on their tax returns. However, there are limits on this special deduction, and some expenses can’t be written off.

  • Expanded 529 plans offer unique estate planning benefits

    If you’re putting aside money for college or other educational expenses, consider a tax-advantaged 529 savings plan. Also known as “college savings plans,” 529 plans were expanded by the Tax Cuts and Jobs Act (TCJA) to cover elementary and secondary school expenses as well.

  • Employers can truncate SSNs on employees’ W-2s

    The IRS recently issued final regulations that permit employers to voluntarily truncate employee Social Security Numbers (SSNs) on copies of Forms W-2 furnished to employees. The purpose of the regs is to aid employers’ efforts in protecting workers from identity theft.

  • 4 tough questions to ask about your sales department

    To ensure your sales department is contributing to business growth, not just survival, you’ve got to ask some tough questions. Here are four to consider.

  • A few basics of safe harbor 401(k) plans

    Many growing businesses and other types of employers want to offer a 401(k) plan but don’t want to deal with the stress and administrative challenges of following the IRS’s nondiscrimination testing rules for elective deferrals and matching contributions.

  • Reporting discontinued operations

    Financial reporting generally focuses on the results of continuing operations. But sometimes businesses sell (or retire) a product line, asset group or another component. In certain situations, such a disposal should be reported as a discontinued operation under U.S.

  • What to expect during a franchise audit

    It’s important for franchisors to periodically audit individual franchisees. These routine “check-ups” are especially valuable in a store’s early years of operations or if performance starts to deteriorate.

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