Have you started planning for your 2021 taxes? The experts at Kassouf will shared details to help you prepare during our Year-end Tax Planning Webinar on Thursday, August 26 from 9:30 to 11:30 a.m. This webinar focused on individual tax…
The Provider Relief Fund Reporting Portal opened July 1, and the reporting deadline is rapidly approaching. Now is the time to determine if you’re affected and create a reporting plan.
A safe harbor 401(k) plan includes an employer match, which will eliminate many of the plan’s annual compliance tests. By including a safe harbor provision in a 401(k) plan, highly compensated employees can maximize their annual deferral amounts for the…
OSHA has issued its emergency rule for healthcare workers; the goal is to reduce healthcare workers’ risk of contracting COVID-19 in the workplace. The ETS was effective upon publication on June 21, 2021, and eligible employers must comply with most provisions by July 6, 2021. Provisions such as physical barriers, ventilation, and training must be implemented by July 21, 2021.
Congratulations Director Gerry Kassouf! Gerry was honored in the Birmingham Business Journal’s Who’s Who in Accounting issue this month. The BBJ identified top executives from the area’s largest accounting firms, noting their leadership and expertise, especially during COVID-19. Pandemic-related developments,…
Accounting Today named Kassouf Wealth Advisors a Top 150 Firm in their 2021 Wealth Magnet issue. This prestigious honor calculates top firms based on assets under management, with Kassouf Wealth Advisors joining the $100 Million Plus Club. Only four Alabama firms received this distinction.
Kassouf’s Business Services Group reviewed President Biden’s American Families Plan, American Jobs Plan, and a mid-year tax update for both individuals and businesses. Our experts explained complicated developments to make sure your 2021 tax planning is on track for success.…
The Birmingham Business Journal named Financial Planning Associate Rebecca Yerby a NextGen: Money honoree. The award recognizes rising stars in the finance industry, including banking, financial planning, and wealth management.
Why It Is Time to Ask the Tough Questions Your plate is full already – the last thing you want to think about is who will take care of your parents. But as uncomfortable as this question is, it needs…
Retirement planning has some often quoted rules of thumb concerning how much money you need to retire comfortably. “You will need 80% of your current income in retirement” for example. The rules of thumb provide general guidance, but they don’t…