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Michelle Gasiorowski, CPA, Senior Manager

Michelle Gasiorowski, CPA, Senior Manager

Recent Posts

Alert: You Need to Restate Your 403(b) Plan Before March 31, 2020

Posted by Michelle Gasiorowski, CPA, Senior Manager on Jun 17, 2019 10:18:32 AM
Alert: You Need to Restate Your 403(b) Plan Before March 31, 2020

If you have a 403(b) plan for your employees, you will have until March 31, 2020 to restate your plan, as per the IRS.

The IRS provided guidance related to the restatement of 403(b) plans. The agency began issuing approval letters to document providers for all 403(b) plans in early spring 2017. Once they have been issued, employers will be required to restate their 403(b) plans using pre-approved language.

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Topics: Government Entities, Not-for-Profits

The Future of your Funeral Home - Basic Types of Transition Plans

Posted by Michelle Gasiorowski, CPA, Senior Manager on Oct 9, 2017 2:00:00 PM
The Future of your Funeral Home - Basic Types of Transition Plans

You know it’s time to think about planning for the transition of your funeral home to its next owner. In an earlier post, we discussed how to go about planning that transition. Now that you’re in that planning stage, you need to think about exactly how you are going to pass your valued business on, whether it be to someone in your family or to an entirely new owner. What follows is a list of several different ways you can transfer your business:

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Topics: Funeral Homes

The Future of your Funeral Home - Planning for Transition

Posted by Michelle Gasiorowski, CPA, Senior Manager on Sep 6, 2017 10:29:38 AM
The Future of your Funeral Home - Planning for Transition

Passing control from one generation to the next is a natural part of business ownership.  Many owners and operators in the funeral industry, however, view business transition planning with the same dread and discomfort that tends to accompany preneed planning and death services.  This is totally understandable!  When you have owned and run a business for years, or even decades, the idea of handing off control to someone else can be difficult to process.  In both life and business, there are certain topics that most people would rather not think about.  However, when the time comes, a well-planned transition can make the difference between an easy, comfortable, and even pleasurable move into retirement and a logistical and legal fiasco for everyone involved.

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Topics: For-Profit Entities, Funeral Homes