Resource Documents

2026 W-4 Changes

Newly released 2026 Form W-4: What you need to know The IRS has released the new form, which contains updates that align withholding with new deduction and credit provisions under the One Big Beautiful Bill Act (OBBBA).  The new form is now 5 pages (was 4 in 2025). The finalized form expands the Deductions Worksheet, […]

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Secure 2.0 + Year-End

Secure 2.0 & Year-End If you have a 401K Plan – What you need to know heading into 2026 Roth Catch-Up Mandate for Highly Paid Individuals Effective 1/1/2026. Beginning January 1, 2026, employees who are age 50 or older (eligible for catch-up contributions), and have FICA wages exceeding $145,000 (indexed for inflation) in the prior calendar

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Sub-S Health

Sub-S Health (1120-S) Year-End is approaching! Calling all Sub S (1120-S) Owners – rather than wait until your last payroll of the year to scramble for your Sub S Health Insurance with your accountant, you can get us this information NOW!  What is Sub-S Health insurance reporting? This applies when a greater than 2% shareholder

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Sending & Receiving Information Securely

Handling Sensitive Information Securely Protecting sensitive data has never been more critical and requires awareness, vigilance and the right safeguards in place.  When sending or receiving information containing this information, you should always do so securely. How to send PremierNow sensitive information A link to securely send us information through MyFileGuardian can be found on

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Secure 2.0

Secure 2.0 isolved Update What you need to know for your employees who are 60-63 Wait, what is Secure 2.0? SECURE 2.0 is a comprehensive update to U.S. retirement law that aims to improve retirement savings for workers by making it easier to save, expanding plan eligibility, offering more flexibility in how savings can be

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Tax Time Tips

Time for a tax checkup! Though nothing can be done for employees who are surprised by their tax returns from last year, we cannot stress enough the importance of encouraging employees to be proactive and to do a health check of their withholding periodically. Your employees can: Review their paystub periodically. Employees should review earnings

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