Life Unlimited with Larry Heller, CFP(R)
Business:Investing
Did you know that there are steps you can take right now to prepare your company for a smooth 401(k) audit?
In this episode, Larry Heller is joined by Robert Puerto, a CPA and partner at Boris Benic and Associates LLP. With over 20 years of experience in managing multiple audits and review engagements in various industries, Robert shares his experience to help you prepare for a smooth audit as an employer.
In this episode, you will learn:
Tune in now to start your preparations for a pain-free audit!
Resources: Heller Wealth Management: (631) 293-2806 | Robert Puerto's Email: (516) 248-7361
Create your
podcast in
minutes
It is Free