This article originally appeared on ABGSW.com. Alliance Benefit Group Southwest is a subsidiary of REDW LLC and acts as the firm’s trusted group of retirement...
How will the SECURE Act 2.0 Impact Retirement Plans in 2023?
Alliance Benefit Group SouthwestThis article originally appeared on ABGSW.com. Alliance Benefit Group Southwest is a subsidiary of REDW LLC and acts as the firm’s trusted group of retirement plan...
Jan 30, 2023
22 Min Read
Thoughts on Investing: After a Very “Full” Year, What to Expect in 2023
REDW Wealth ManagementThe last year was full of many issues and varying levels of uncertainty – and the markets do hate uncertainty. Ukraine, Russia, China, inflation, crypto,...
Jan 24, 2023
12 Min Read
State and Local Tax Consequences of Remote Work
REDWAgile organizations quickly adapted to remote work at the inception of the health crisis. Now, many workers—and companies—don’t want to go back to the old...
Jan 23, 2023
7 Min Read
Relief is in sight with a Washington State Margin Tax
Jeanna Schenk, CPA, MSTWashington state is known for its overly complicated Business and Occupation (B&O) tax, but relief is now in sight with the latest proposal from the...
Jan 23, 2023
7 Min Read
Jan 31 Webinar: SECURE Act 2.0 — What made it through?
REDW Wealth ManagementAttend January 31, 2023 - 5:30 pm MT. It's official, the SECURE Act 2.0 is here. At long last, the SECURE Act 2.0 has been...
Jan 10, 2023
2 Min Read
REDW Promotes Robert Elzholz to Wealth Management Principal
REDW Wealth ManagementREDW LLC, one of the Southwest’s 10 largest certified public accounting and advisory firms, is proudly announcing Robert Elzholz CFP®, CRPC®, AIF®, AAMS®, has been...
Jan 6, 2023
8 Min Read
2023 Software Training Schedule
REDWEarn CPE credit with MIP Fund Accounting & Microix Software and application training. Gain relevant and in-depth knowledge from REDW's certified and experienced trainers. See...
Jan 5, 2023
1 Min Read
The Final State – Missouri – Begins Economic Nexus Tax Collection on January 1, 2023
Americo Rodriguez, MSTEffective January 1, 2023, Missouri requires the collection and remittance of sales & use tax based on economic nexus. On June 30, 2021, following the...
Dec 14, 2022
4 Min Read
Allowable Plan Expenses vs. Settlor Expenses—What’s the Difference?
Alliance Benefit Group SouthwestThis article originally appeared on ABGSW.com. Alliance Benefit Group Southwest is a subsidiary of REDW LLC and acts as the firm’s trusted group of retirement plan...
Dec 7, 2022
6 Min Read
Legislative & Tax Highlights: Rise & Shine Act, Social Security
Alliance Benefit Group SouthwestThis article originally appeared on ABGSW.com. Alliance Benefit Group Southwest is a subsidiary of REDW LLC and acts as the firm’s trusted group of retirement plan advisors....
Nov 29, 2022
5 Min Read
Colaine Curtis on the Rewards of a Career in Accounting
REDWCelebrating Native American Heritage Month Colaine Curtis is an Accounting Specialist Manager with REDW’s Client Advisory and Accounting Services (CAAS) practice. Colaine joined REDW in 2015, bringing...
Nov 29, 2022
8 Min Read
Marcus Benally on the Next Generation of Native American Accounting Professionals
REDWCelebrating Native American Heritage Month Marcus Benally is an Audit Manager with REDW’s Audit & Assurance practice. Since joining REDW in 2015, Marcus has gained significant experience...
Nov 23, 2022
7 Min Read
Employee Retention—it’s time to rethink your company culture
Lucy RodriguezWhat is most important for employee retention? Employee retention has ballooned into a top challenge for employers. During the latest downturn of the health crisis,...
Nov 21, 2022
13 Min Read
Nicole Johnny on Uplifting Tribal Communities & Businesses
REDWCelebrating Native American Heritage Month Nicole Johnny is an Analyst with REDW’s Valuation & Related Financial Services team with more than a decade of experience...
Nov 16, 2022
6 Min Read
Inherited IRA Required Distributions
Christine Papelian, CFP®, CWS®, CDFA®Are you in compliance with the SECURE Act for Inherited IRA Required Distributions? Congressional passage of the SECURE Act in 2019 significantly changed the landscape for retirement...
Nov 15, 2022
9 Min Read
New Retirement Account Rollover Rules
Alliance Benefit Group SouthwestThis article originally appeared on ABGSW.com. Alliance Benefit Group Southwest is a subsidiary of REDW LLC and acts as the firm’s trusted group of retirement plan advisors....
Nov 14, 2022
7 Min Read
Michael Mora on Giving Back to Indian Country
REDWCelebrating Native American Heritage Month Michael Mora, CPA Michael Mora, CPA, joined REDW in 2019 and currently serves as an Accounting Specialist Manager. He is...
Nov 9, 2022
13 Min Read
Valuation & Marketability Discounts in Divorce
Rachel E. BiroAppropriateness & Arguments Seen in Arizona Courts Carl and Mora are divorcing and the value of their business, a carwash chain, is the central issue...
Nov 8, 2022
14 Min Read
Business Valuation 101
Rachel E. BiroPoints of Interest in Family Law Many an asset is attained during marriage — a beach house, a vintage truck, a ski boat, two pieces...
Nov 3, 2022
12 Min Read
Control Z: Maryland’s Digital Ad Tax is Undone (For Now)
Americo Rodriguez, MSTA Maryland judge struck down Maryland’s digital advertising tax on Monday October 17th. The tax, enacted over Governor Hogan’s veto was set to raise funds...
Oct 24, 2022
4 Min Read
Webinar: Behavioral Biases in Investment Decision-Making
REDW Wealth ManagementHow to Guard Against Emotional Investing in a Bear Market Are you seeing a lot of red lately? Behavior biases for investors in the stock...
Oct 24, 2022
4 Min Read
Arizona to Implement Flat Tax a Year Ahead of Schedule
Jeanna Schenk, CPA, MSTStarting in 2023, the State of Arizona Will Implement a 2.5% Flat Tax As a part of the 2021 Arizona state budget, a 2.5% flat...
Oct 24, 2022
4 Min Read