James Dougherty, Partner JLK Rosenberger

Is your retirement plan audit-ready? Late contributions, outdated plan documents, and new SECURE 2.0 part-time employee rules are the top three things tripping plan sponsors up right now.

JLK Rosenberger's MartinLuke Galvan, CPA, breaks down the 4 areas auditors examine and what to fix before fieldwork begins.

ERISA Auditors Are Looking at These 4 Areas: Is Your Plan Ready? ERISA auditors examine 4 key areas during an EBP audit. Here is what plan sponsors need to review before fieldwork begins.

Federal regulators are paying closer attention to the insurance industry's $1 trillion private credit portfolio, and the conversation at the Treasury level is one insurers and investment advisors should be following.

A 2024 NAIC report flagged inflated private credit ratings, drawing scrutiny from the Treasury Department and raising questions about concentration risk. But the industry is not without its defenses.

JLK Rosenberger's Partner, Michael Goni, breaks down what is driving federal concerns, what the Principle-Based Bond Project changes, and why the industry's self-governance guardrails are stronger than the headlines suggest.

Feds Troubled with Insurance Industry Private Credit Concentration – Where’s the Beef? Read More...

The December 31, 2026 plan amendment deadline is closer than it looks, and the gaps between payroll systems, plan operations, and governing documents may be bigger than you realize.

SECURE 2.0's most consequential provisions are taking effect this year. Roth catch-up rules, automatic enrollment, long-term part-time employee eligibility, and a new paper statement requirement are all live or on the way.

JLK Rosenberger's MartinLuke Galvan, CPA, Manager breaks down what plan sponsors need to act on before the year-end deadline.

SECURE 2.0: Top Compliance Pitfalls for Plan Sponsors Read More...

Tax season is over. But for California contractors, the real work starts now.

Filing your return is just the beginning. The numbers on that return can tell you a lot about where your business stands and where there is room to plan smarter for the year ahead.

This blog walks through the strategies contractors should be looking at right now, from entity structure and accelerated depreciation to R&D credits, NOL planning, and energy-related incentives like Section 179D. If you want to improve cash flow, reduce your tax bill, and free up capital for growth, this one is worth your time.

California Contractors: What to Do After Filing Taxes Find out more about the key steps that California Contractors should take after filing taxes including accelerating depreciation.