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NEXT shares a small business checklist to help navigate ... If you're already insured, the end of the year is a great time to review and update your policy. For example, if you hired employees ...
The end of the year is a great time to review your W-4 and current withholding to decide if you want to change it. The IRS' ...
It’s also a good time to review your spending habits to make sure the card you’re using is right for you. Here's an end-of-year checklist that can help ensure you're getting the most out of ...
Looking at your year-end financial checklist now provides the “best of both worlds” – allowing you to review and assess progress made on goals set at the start of the year, while still ...
As the end of the year approaches, prioritizing a review of every aspect of your 401(k) plan is a chance to step back to review what's changed, what's working, and how to improve your plan for the ...
An annual review of your employee handbook should be included in your year-end checklist. All new policy updates should be included in the handbook and communicated to employees. You may also want ...
making year-end a critical time to review and update wills, trusts and other estate planning documents. It's also an opportune time to transfer wealth to heirs, especially under the Tax Cuts and Jobs ...
So, your first end-of-year checklist item is to start with the low-hanging fruit: Review your 401(k) contributions and boost them if at all possible. Given the market's performance this year ...
Confirm all tax payments are up to date. Tax filings — Prepare for year-end tax filings by gathering all necessary documentation to comply with tax regulations. Internal controls review — Review and ...