All News for the Month of April 2013
Financial Fridays (Aired May 17, 2013)
Last week, the Financial Fridays radio show featured PBTK’s Jay Beltz, ERPA, QPA as both a guest and host. Jay is a pension consultant with more than 25 years designing, administering and consulting on tax-qualified...
Financial Fridays (Aired May 10, 2013)
This week's Financial Fridays show featured John Restrepo, a regular to Financial Fridays and one of Nevada’s leading economists. For 28 years, John has analyzed regional economic and real estate trends in...
More Companies Dropping 401(k) Match
From Employee Benefit News: A new, independent survey by American Investment Planners LLC indicates that more businesses are stopping the match on their 401(k) plans. AIP, which calls the data surprising, says that...
Las Vegas Case: The Electrician and the Embezzler
What can businesses learn from this cautionary tale of employee fraud, recently reported on by Jackie Valley of the Las Vegas Sun?“A billing statement for an Office Depot credit card helps tell the story of how...
Benefit Plan Deadlines for May 2013
Retirement plan administrators and 401(k) plan sponsors should be aware of the following May 2013 administrative deadlines for defined contribution and defined benefit plans:Defined Contribution Plan DeadlinesMay 15Forms...
Industry Focus: Accountants (Nevada Business Magazine)
Accountants in Nevada have been busy this tax season. Whether struggling with changes in tax laws or dealing with a shaky economy for their clients, CPA’s are busier than ever keeping up with the changing times....
Larry Piparo to Speak at Real Estate Seminar on Short Sales
May 1, 2013 – Tax Manager Larry Piparo, CPA will participate in a panel discussion on the financial implications of short selling a home. “Should I Short Sell My Home” will be presented on May 2, 2013...
Five Ways to Improve 401(k) Plans
From an article by Robert Lawton in Employee Benefit News:Quite a few retirement plan experts have recently said that 401(k) retirement plans have been a huge mistake for most Americans. As evidence they point to many...
Not-for-Profits in Utah: Challenges and Opportunities
Nonprofits in Utah face special challenges, but they also have unique opportunities as well. Directors and CFOs are invited to join Piercy Bowler Taylor & Kern (PBTK) for a two-hour seminar on May 7, 2013 to...
Financial Fridays (Aired April 26, 2013)
This week’s Financial Fridays radio show (KLAV-1230 AM) was co-hosted by Mike Rosten, PBTK’s Director of Litigation Support Services, and featured the following guests:Bill Winterberg, CFP & Morningstar...
Financial Fridays (Aired April 19, 2013)
This Friday’s show included regular guest and PBTK Principal Jay Beltz, ERPA, QPA. Jay is a pension consultant with more than 25 years designing, administering and consulting on tax-qualified retirement programs...
Financial Fridays (April 12, 2013)
On the last Friday before the April 15th tax deadline, Financial Fridays was guest-hosted by Jay Beltz, ERPA, QPA instead of Scott Taylor, due to his tax schedule. An impressive group of CPAs joined the show this...
Lesson Learned: Segregate Duties to Fight Against Fraud
No person or business is immune to fraud. The city of Coeur d’Alene, Idaho found this out the hard way. Recently a former city finance department employee was sentenced to 40 months in prison for wire...
Utah Company Rallies After CFO’s Theft Comes to Light (SL Tribune)
As turnaround stories go, this one is unusual. Pool Cover Specialists — you can guess what this West Jordan company makes — set a sales record last year. But it did so after climbing out of a hole that someone...
PBTK Adds Associate Auditor
Piercy Bowler Taylor & Kern (PBTK), a Las Vegas-based full-service accounting firm, has hired Joshua Hallett as an Associate Auditor. Hallett joins PBTK following an internship and a position as audit associate...
Nanny Taxes (Barron's Article)
A recent Barron's article from Michelle Lodge, with contributions from PBTK Principal Scott Taylor:You have a great nanny who originally entered your home as an au pair from Ireland, stayed on in the U.S. past...
Financial Fridays (Aired April 5, 2013)
Last week's show featured the following guests:Geoffrey Lawrence, NPRI Director, is a frequent commentator on public policy for print, radio and television in Nevada. Geoffrey holds an M.A. in International Economic...