All insights by: Ashley Meyerdierks

Michiana Benchmark Business Index Slides Further in 1st Quarter

DOWNLOAD PDF: Q1 2022 Michiana Benchmark Business Index by Kruggel Lawton Based on input from CFOs in for-profit companies in the South Bend/Elkhart & southwest Michigan region, the first quarter 2022 Michiana Benchmark Business Index declined for the second quarter in a row, after setting a record high in the third quarter of 2021. The Read More »

Key Considerations for Naming a Trust as IRA Beneficiary

Individual retirement accounts (IRAs) have grown in popularity since they were first introduced in the 1970’s. IRA’s are useful tools often used to grow assets without paying current income tax and to transfer these assets on to the next generation. These accounts now hold over $11 trillion of assets, which is more than 1/3 of Read More »

Michiana Benchmark Business Index Continued to Surge in Second Quarter

DOWNLOAD PDF: Q2 2021 Michiana Benchmark Business Index by Kruggel Lawton The second quarter 2021 Michiana Benchmark Business Index, compiled by the certified public accounting and consulting firm of Kruggel Lawton CPAs, rose in the second quarter of the year to the highest score in the nearly eleven years since the survey began.  The second Read More »

IRS Makes Significant Changes and Revisions to EPCRS

The IRS issued new self-correction guidance with the release of Revenue Procedure 2021-30. The new guidance expands self-corrections of plan operational failures through plan amendments, extends the safe harbor correction method for missed deferrals for plans with automatic contribution features, and increases the de minimis threshold on when failures have to be corrected. Period For Read More »

Get to Know Aaron O’Dell in Our Knoxville Office

Aaron O’Dell is a graduate of Tennessee Tech University and has been a part of the Kruggel Lawton team for almost 4 years. In this video, Aaron talks about his journey leading up to joining the team at Kruggel Lawton and how he helped start the Knoxville office. For more information about our Employee Benefit Read More »