The Proactive Solutions Blog

Many Tax Deadlines Fall On April 18

As you prepare for tax day, remember that the following are also due on April 18, 2017.As you prepare for tax day, remember that the following are also due on April 18, 2017.

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Last Chance to Claim a 2013 Refund

According to the IRS, nearly one million taxpayers who failed to file a return for 2013 are in danger of losing refunds.

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Spring Nonprofit Standard Newsletter

Nonprofit organizations are managing transformational change at every level. From reactions to the new administration's plans, to responding to new requirements for financial reporting, post-employment benefit plans, and employment tax issues, to guiding an organization through succession planning - nonprofits will need resilience and diligence to further their missions in 2017.

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Prepare for Challenging and Unexpected Job Interview Questions

How to tackle those questions designed to knock you off balance.

By Hannah Morgan, Contributor

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The U.S. economy added 298,000 private, non-farm jobs in February, according to the monthly employment report released this morning by payroll-management firm ADP and its partner Moody's Analytics. The seasonally adjusted result is a 14% increase from January's upwardly revised 261,000 jobs, and 16% higher than the previous February, when 255,000 jobs were created.

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Name Mismatch?

If you or a dependent had a name change in 2016, notify the Social Security Administration (SSA) before you file your tax return with the IRS.

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That’s taxable?

Taxable or not taxable? The taxability of income, gifts, or services you receive might surprise you. Read more.

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Investment Diversification with a Tax Focus

You might not be used to thinking of your investments in terms of taxable, tax-deferred, and tax-free. Learn why you might want to. Read more.

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Get to Know Kelly Landwehr

Describe your role at Weber O’Brien: 

I am an Audit Senior Manager. I am responsible for planning and managing audit and assurance services engagements.

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Fees Fees Fees

With the new rules regarding the fiduciary responsibilities of retirement plan trustees, it makes sense to request at least annually a complete detail of your plans administrative, custodial and management fees.

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