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In 2024, the Louisiana State Legislature convened into an Organization Session and adjourned on Jan. 8. The First Extraordinary (Special) Session began on Jan. 15 and ended on Jan. 19, [...]

As if the idea of an acquisition is not complicated enough, there are a handful of items to consider when acquiring another firm that is offering a 401(K) plan to its employees. Type of Sale. Is [...]

During the latest legislative session, the Louisiana Legislature designated April as Financial Literacy Month in Louisiana. The goal of HR 120 was to bring awareness to the need for all [...]

Representatives from CoSource Financial Group were celebrated as exceptional affiliates of Avantax® Inc., a leader in tax-focused financial planning and wealth management, during the [...]

A fundamental part of most successful businesses is the right talent, but attracting the industry’s best can be competitive. One way for companies to stand out in this hiring environment is by [...]

The end of the year is always busy—the holidays, the end of the school semester, and gatherings with family and friends to name a few. It’s also the time of year when many of us spend time [...]

In 2023, the Louisiana State Legislature convened into an Extraordinary (Special) Session on Monday, Jan. 30 and adjourned on Friday, Feb. 3. The legislators went into their regularly [...]

In late December 2022, Congress passed the Consolidated Appropriations Bill (2023) that included provisions of a retirement bill now known as SECURE Act 2.0. The focus of the bill is [...]

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement. The law is [...]

It’s too common in our profession that business owners search for tax deductions after receiving their tax bill. By that time, it is typically too late for anything to be done for that tax year, [...]