Collective Investment Trust — What Plan Sponsors Need to Know
Collective investment trusts (CITs) comprise nearly half of all assets in target date funds and are on track to surpass mutual funds as the most popular investment in that strategy, according to independent research by Morningstar. Many plan sponsors are adding CITs...
4 LEVERS FOR BUILDING RESILIENCE
To expand or contract a business as market conditions change requires flexibility, agility, and foresight. For companies who want to be positioned as well as possible at the forefront of a recession, taking concrete steps now can ease the pain of an economic downturn...
Employee Retention Credit Schemes: What to Watch For
Last week, the IRS issued a renewed warning urging businesses to carefully review the Employee Retention Credit (ERC) guidelines before trying to claim the credit. According to the IRS, some third-party firms are taking aggressive or improper positions when it comes...
Announcing the Growth of our Omaha Partner Team with the Addition of Scott Scheef
Announcing the Growth of our Omaha Partner Team with the Addition of Scott ScheefHBE is pleased to announce the growth of our Omaha-based partner team with the move of Scott J. Scheef, CPA, CVA to the Omaha community. Scott will join current HBE partners Anne Fuhrman,...
Meet the 2023 Interns
HBE’s intern program has been designed to provide college students considering a career in public accounting with real-world experiences in audit, tax, and business advisory-related services. Unlike traditional intern programs, our intent at HBE is to provide our...
People Have Memories. Markets Don’t.
By David Booth Chairman and Founder | Dimensional Fund Advisors One of the best things about markets is that they don’t have memories. They don’t remember what happened last week or last year. They don’t even remember what happened a minute ago. Prices change based on...
USDA Announces Pandemic Assistance Revenue Program for Farmers
Written byCody D. McCain, CPATax Manager | HBE LLPFebruary 20, 2023 -- The USDA released a new program called the Pandemic Assistance Revenue Program (PARP) to provide additional assistance to farmers that incurred losses from the pandemic. All farmers are potentially...
Tax Deadline for Individual Returns
February 10, 2023 - The April 2023 tax-filing deadline is coming up quickly, and we are working hard to ensure our clients' tax returns are completed on time. For those of you who have already provided your tax information to our office, we appreciate your prompt...
Retirement Savings Provisions You Should Know: The Secure 2.0 Act
Written byNiki L. Stehlik, CPADirector, Assurance January 23, 2023 -- President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0) on December 29, 2022, to increase retirement readiness for Americans. Over the year, there was...
Lancaster County Home and Business Owners – Take Note!
Written by, James D. Schulz, CPA, CVA, MTPartner | HBE LLP January 19, 2023 -- This week, Lancaster County released updated preliminary 2023 property valuations. Many property owners are seeing an increase in their property tax valuations of 10-30%, according to newly...