Webinar

Streamlining Fiscal Year Closure: Rolling into 2025 with BlackLine

Are you unsure about closing your fiscal year and transitioning to the next? Join our upcoming webinar, where our BlackLine experts will guide you through the essential year-end administrative tasks. By the end of this session, you’ll feel confident rolling into the new year with a solid foundation for success, minimizing disruptions to your team.

Insight

Fewer Employee Benefits Plans Need Form 5500 Audits

To inspire more employers to offer retirement savings plans, a regulatory change has reduced the number of employee benefit plans required to obtain an audit report with Form 5500, “Annual Return/Report of Employee Benefit Plan.” For plan years beginning on or after January 1, 2023, only plans that have 100 or more participants with account Read more…

Insight

When Are LLC Members Subject to Self-Employment Tax?

A November 2023 ruling in the U.S. Tax Court specifies that limited partners are not necessarily exempt from self-employment tax. The court ruled that a “functional analysis test” must be applied to determine whether a limited partner, or a member of an LLC, qualifies for the exception to self-employment tax. The court determined, in part, Read more…

Insight

What Is a Family Office?

What is a Family Office? Learn how a family office can help manage your wealth and simplify your financial life.