James Dougherty, Partner JLK Rosenberger

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.

Quarterly reporting just got more complicated. And it might also be on the chopping block.

The SEC is considering making quarterly financial reporting optional, while at the same time, interim tax accounting rules under ASC 740 are becoming more demanding than ever. If that sounds like a contradiction, that is because it is.

This blog breaks down what is driving this compliance paradox, what it means for your finance team right now, and what you should be doing to stay ahead of the curve.

Quarterly Reporting 2026: Stricter Rules, Optional Future Quarterly reporting in 2026 is more complex than ever, yet the SEC may soon make it optional. Here's what your finance team needs to know