Financial Advice
SECURE Act 2.0: Roth Changes
In 2019, the Setting Every Community Up for Retirement Enhancement
October 24, 2023
Articles by Avizo
FAQs, Ideas, and Information to Help You Grow
As a team, we’re dedicated to continuous learning & developing our expertise.
Assurance Service
Best Practices to Prepare for an Audit Inventory Count
As part of your annual audit, your auditor will most
October 17, 2023
Assurance Services
Does Your Organization Need an Audit?
An audit is an important service for many organizations because
October 10, 2023
401(k) audit
How to Prepare for a 401(k) Audit
The purpose of an Employee Benefit Plan (EBP) audit is
October 3, 2023
FDIC Placement
FDIC Investment Placement for Non-Profits
As advisors, we are always trying to stay ahead of
September 26, 2023
Assurance Service
What is an Audit and What Does it Do for an Organization?
When you hear the words “audit” and “auditor”, what are
September 19, 2023
Tax Planning
Earning and Reporting Side Income from Hobbies and the Gig Economy
In today’s world of “side hustles” and finding ways to
September 12, 2023
Alabama Employer
Alabama Overtime Pay Income Tax Exemption ADOR Reporting Guide
In June of 2023, new legislation passed in the state
September 5, 2023
401(k) Plan
When Does an Employee Benefit Plan Require an Independent Audit?
This blog explains what is considered an eligible employee and the 80-120 rule to explain when a 401(k) plan needs to get an independent audit.
August 29, 2023
Alabama Remote Employee Rules
A New Ruling on Alabama Wages Earned by Remote Employees
Now that remote work options are more common and people
August 23, 2023
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