Thought Leadership
Streamlining success: How Baker Tilly Advantage helped transform a company's HR and payroll to fuel growth
Baker Tilly Advantage streamlined and integrated HR and payroll systems for an oil and gas firm, boosting compliance and efficiency, enabling strategic growth and expansion.
Financial planning essentials: Strategies for every life stage
Financial planning enables you to react to the past, engage with the present and be prepared for the future. There are steps you can take to help ensure your short- and long-term financial goals are met. Watch Baker Tilly Wealth Management’s on-demand webinar to learn about financial planning for a variety of life scenarios.
Financial planning enables you to react to the past, engage with the present and be prepared for the future. There are steps you can take to help ensure your short- and long-term financial goals are met. Watch Baker Tilly Wealth Management’s on-demand webinar to learn about financial planning for a variety of life scenarios.
Preparing for 2026: Five payroll limits to watch this new year
Before you know it, the holidays will be upon us! Amidst the activities of the coming months, there are also payroll and benefit topics to put on your radar. As we are preparing for a new year, we made you a list to check twice, ensuring you and your organization start 2026 informed and up to date with the coming changes. Each year, contribution and tax limits change. As a best practice, the payroll and benefit departments in every organization should review and assess the impact on their individual processes and configurations. The figures below are projected until the IRS and Social Security Administration release the final data.
Before you know it, the holidays will be upon us! Amidst the activities of the coming months, there are also payroll and benefit topics to put on your radar. As we are preparing for a new year, we made you a list to check twice, ensuring you and your organization start 2026 informed and up to date with the coming changes. Each year, contribution and tax limits change. As a best practice, the payroll and benefit departments in every organization should review and assess the impact on their individual processes and configurations. The figures below are projected until the IRS and Social Security Administration release the final data.
2025 Employee benefits and executive compensation update
As we approach 2026, we’re preparing for the Jan. 1, 2025, implementation of mandatory Roth catch-up contributions from the SECURE 2.0 retirement plan legislation. Additionally, several provisions from the One Big Beautiful Bill Act (OBBBA) (P.L. 119-21) are also set to go into effect at the beginning of the year. While cost-of-living adjustments have already been released for health plans, the updates for retirement plans and Individual Retirement Accounts (IRAs) are still pending. In the meantime, the topics outlined below are important to consider for both year-end tax planning and planning for the year ahead.
As we approach 2026, we’re preparing for the Jan. 1, 2025, implementation of mandatory Roth catch-up contributions from the SECURE 2.0 retirement plan legislation. Additionally, several provisions from the One Big Beautiful Bill Act (OBBBA) (P.L. 119-21) are also set to go into effect at the beginning of the year. While cost-of-living adjustments have already been released for health plans, the updates for retirement plans and Individual Retirement Accounts (IRAs) are still pending. In the meantime, the topics outlined below are important to consider for both year-end tax planning and planning for the year ahead.
Building a smarter ERP: Your data strategy checklist for success
Enterprise Resource Planning (ERP) implementations are not only the most transformative initiative an organization can take, but also one of the most challenging. Don’t know where to start? Download the checklist for a step-by-step guide on how to prepare your data for digital transformation. Embarking on a digital innovation journey can be transformative for organizations looking to modernize operations and unlock data-driven value. This checklist is designed to help companies prepare their data for the transition and navigate complex ERP digital transformations with confidence and clarity.
Enterprise Resource Planning (ERP) implementations are not only the most transformative initiative an organization can take, but also one of the most challenging. Don’t know where to start? Download the checklist for a step-by-step guide on how to prepare your data for digital transformation. Embarking on a digital innovation journey can be transformative for organizations looking to modernize operations and unlock data-driven value. This checklist is designed to help companies prepare their data for the transition and navigate complex ERP digital transformations with confidence and clarity.