Read Full Version: July 2014 Common Violations of OLMS Compliance Audits Does Your Organization Have a Super Board? New Policy: Unused Taxpayer ID Numbers Will Expire after Five Years Supreme Court: Inherited IRAs Don’t Qualify for Bankruptcy Exemption HSAs Growing; Significant Tax Benefits Available to Top Earners Bull’s-Eye Solicitations With Direct Mail

Read Full Version: June 2014 The Patient Protection and Affordable Care Act Tax Court Cautionary Tale: Classifying Workers as Contractors Summer Travel: Spotlight on Rising Gas Prices Taking Your Organization to the Next Level Make Sure Your Employees Make the Connection

Read Full Version: May 2014 Calibre’s Employee Benefit Plan Update Seminar The OMB’s New “Super-Circular:” What to Expect – Chicago Art Budich earns CFE Credentials It May Be Time for Another 401(k) Fee Review The Merits and Hazards of 401(k) Auto Enrollment Compensation Is Once Again an Employee Hot Button

May 6, 2014 | 7:30 am – 10:30 am1400 16th Street NW | Conference Room A (First Floor) | Washington DC 20036CPE Credits: 2.0 Sponsors Rembert Pendleton Jackson | Calibre CPA Group, PLLC | Stout and Teague Program For further information, please contact Les Irby, CFP, AIF | Rembert Pendleton Jackson | 703.821.6655 Improving Reserve Fund Investment More >

The Greater Washington Society of CPAs is hosting their first ever Employee Benefit Plan Conference.  This conference will prepare you for your upcoming engagements, covering topics relevant to your EBP audits. Topics will cover auditing of investments, participant data/contributions, and parties-in-interest. The presentations will also provide an overview of new auditing and accounting standards, as More >

Read Full Version: March 2014 The OMB’s New “Super-Circular:” What to Expect Calibre to Speak at GWSCPA Employee Benefit Plan Conference IRS Answers Questions about the Affordable Care Act Employers: Are You Ready for Expansion of Overtime Requirements? Retirement Plans: No Retroactivity on the Windsor Ruling ‘Heartbleed’ Bug: Eight Tips to Protect Yourself Online Donations More >