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Stay informed with the latest news, business, tax, and financial developments that matter to your bottom line. At Mark J. Burger, CPA, we carefully curate and analyze key industry trends, regulatory changes, and strategic opportunities to help our clients make better business decisions.
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- 12 Devastating PEO Warning Signs Most Employers Never Detect
PEO Governance: Warnings and The Missing Discipline in Co-Employment Relationships Post 4 of the PEO Governance Series Misalignment shows up six to eighteen months before most owners recognize it. The signals are there. They surface in operational patterns, financial trends, team behaviors, and leadership assumptions. They are rarely dramatic. They do not arrive as crises. They arrive as small, easily dismissed observations that accumulate until a triggering event — a renewal increase, a compliance failure, a key employee departure — forces the conversation that should have happened three quarters earlier. This post identifies… Read more: 12 Devastating PEO Warning Signs Most Employers Never Detect - Bulletproof Your PEO: The Proven Governance Blueprint for Smart Employers
PEO Governance: The Missing Discipline in Co-Employment Relationships – Post 3 of the PEO Governance Series Understanding those principles is essential. But understanding without implementation changes nothing. Governance requires structure. Structure requires a system. This post delivers the system. A practical, implementable framework we recommend to clients — one that transforms PEO oversight from passive assumption into active, measurable discipline. And the timing matters. The 2025-2026 regulatory environment has introduced an unusually dense wave of changes that directly impact PEO operations: new federal payroll withholding rules under the One Big Beautiful Bill Act,… Read more: Bulletproof Your PEO: The Proven Governance Blueprint for Smart Employers - Six PEO Governance Gaps Unmasked — And the Proven Framework to Eliminate Them
PEO Governance: The Missing Discipline in Co-Employment Relationships Post 2 of the PEO Governance Series The result is passive outsourcing — a co-employment relationship running on autopilot while costs drift, risk exposure shifts, and the HR model falls out of alignment with the company’s growth trajectory. This post addresses the next question: if governance is the missing discipline, where exactly does it need to live? PEO Governance lives in six core domains. If your leadership team is not reviewing these areas on a quarterly cadence, you are not governing the relationship. You are… Read more: Six PEO Governance Gaps Unmasked — And the Proven Framework to Eliminate Them - PEO Governance: The Hidden Discipline That Protects Your Bottom LinePEO Governance: The Missing Discipline in Co-Employment RelationshipsPost 1 of the PEO Governance Series Then the contract is signed. Onboarding is completed. Payroll begins to run. And the oversight stops. A PEO is not simply a vendor. It is a co-employment structure. The PEO becomes the employer of record for tax and benefits purposes. It assumes specific responsibilities for payroll processing, regulatory compliance, workers’ compensation administration, and employee benefits management. That level of operational integration demands more than a handshake and an annual renewal review. Co-employment without governance creates drift — financially, operationally,… Read more: PEO Governance: The Hidden Discipline That Protects Your Bottom Line
- Protect Family Wealth: How to Allocate the New $15 Million GST Exemption to Non-Exempt Trusts
Executive Summary GST Exemption provided in The One Big Beautiful Bill Act, signed into law on July 4, 2025, has fundamentally altered the estate planning landscape. While many advisors have focused on the elimination of the TCJA sunset provisions, a more nuanced opportunity exists for families with existing non-GST exempt trusts. The permanent increase in the generation-skipping transfer (GST) exemption to $15 million per individual in 2026 creates strategic possibilities that warrant immediate attention. This analysis examines techniques for allocating GST exemption to trusts that were previously established without such protection, including late… Read more: Protect Family Wealth: How to Allocate the New $15 Million GST Exemption to Non-Exempt Trusts