Cheers to a fresh NEW YEAR! Good bye and good riddance 2020 as we welcome 2021!
Merry Christmas and Warmest Wishes for a Happy New Year
Wishing you Merry Christmas, Happy Holidays and a joyful and prosperousNew Year. Best wishes from your friends at Fulcrum Partners
2020 Year-End Compliance Checklist
Courtesy of IslerDare PC, we’re providing you a 2020 year-end compliance checklist with actions you may need to take now regarding your organization’s health, welfare and retirement plans.
Enjoy Your Labor Day Weekend
Since September 5, 1882, the United States of America has celebrated Labor Day. Following twelve years of the date being celebrated and honored by the Central Labor Union, on June 28, 1894, President Grover Cleveland signed the law making the first Monday in September a national holiday every year.
Honoring American Heroes, Memorial Day 2020
Fulcrum Partners wishes you and your family a safe, relaxing Memorial Day Holiday.
Fulcrum Partners Helping CPA Firms Serve Clients During Post-Pandemic Transition
Partner & Managing Director, Bruce Brownell, will represent Fulcrum Partners at the upcoming BDO Alliance Southeast Regional Meeting. Scheduled for June 25, the event will be conducted virtually, starting at 9:00 AM Eastern Time.
Happy New Year
Happy New Year from the team at Fulcrum Partners!
Updates on Retirement Plans and the Use of a Limited Scope Audit
Insights from SRP | Strategic Retirement Partners: Change is Coming if Your Plan Uses a Limited Scope Audit The American Institute of Certified Public Accountants, Inc. (AICPA) issued a new statement in July changing the requirements for its members that perform retirement plan audits. Previously, if a large plan utilized the limited scope audit option, the auditor effectively could …
