--- title: Brixey & Meyer Blog (3) description: Insights about accounting, taxes, retirement planning, audit & assurance services, businesses, valuation services and more. (3) --- [![Brixey Meyer](https://blog.brixeyandmeyer.com/hs-fs/hubfs/raw_assets/public/Brixey_and_Meyer_January2023/images/Brixey-white.png?width=3092&height=1080&name=Brixey-white.png "Brixey Meyer")](https://www.brixeyandmeyer.com/) - [Home](https://www.brixeyandmeyer.com/) - [Our Services](https://brixeyandmeyer.com/#headline-143-59) - [Audit & Assurance](https://www.brixeyandmeyer.com/audit-and-assurance) - [CFO Services](https://www.brixeyandmeyer.com/cfo-services) - [Cyber Risk Management](https://www.brixeyandmeyer.com/cyber-sure) - [Environmental, Social & Governance](https://www.brixeyandmeyer.com/environmental-social-governance-services-esg) - [Human Resources](https://www.brixeyandmeyer.com/human-resources) - [Operations, Technology & Strategy](https://www.brixeyandmeyer.com/operations-technology-strategy) - [Retirement Plan Administration](https://www.brixeyandmeyer.com/retirement-plan-administration) - [State & Local Tax](https://www.brixeyandmeyer.com/state-local-tax) - [Tax Compliance & Consulting](https://www.brixeyandmeyer.com/tax-compliance-and-consulting) - [Transaction Advisory](https://www.brixeyandmeyer.com/transaction-advisory-services) - [Valuation](https://www.brixeyandmeyer.com/valuation-services) - [Insights](https://blog.brixeyandmeyer.com/) - [About](https://brixeyandmeyer.com/?page_id=206) - [About B&M](https://www.brixeyandmeyer.com/about-bm) - [Our Team](https://www.brixeyandmeyer.com/our-team) - [Join Our Team](https://www.brixeyandmeyer.com/join-our-team) - [Contact](https://www.brixeyandmeyer.com/contact) - [Get Started](https://www.brixeyandmeyer.com/get-started) - [Client Portal](https://www.clientaxcess.com/#/login) - [Make a Payment](https://secure.cpacharge.com/pages/brixeyandmeyer/payments) - [Home](https://www.brixeyandmeyer.com/) - [Our Services](https://brixeyandmeyer.com/#headline-143-59) - [Audit & Assurance](https://www.brixeyandmeyer.com/audit-and-assurance) - [CFO Services](https://www.brixeyandmeyer.com/cfo-services) - [Cyber Risk Management](https://www.brixeyandmeyer.com/cyber-sure) - [Environmental, Social & Governance](https://www.brixeyandmeyer.com/environmental-social-governance-services-esg) - [Human Resources](https://www.brixeyandmeyer.com/human-resources) - [Operations, Technology & Strategy](https://www.brixeyandmeyer.com/operations-technology-strategy) - [Retirement Plan Administration](https://www.brixeyandmeyer.com/retirement-plan-administration) - [State & Local Tax](https://www.brixeyandmeyer.com/state-local-tax) - [Tax Compliance & Consulting](https://www.brixeyandmeyer.com/tax-compliance-and-consulting) - [Transaction Advisory](https://www.brixeyandmeyer.com/transaction-advisory-services) - [Valuation](https://www.brixeyandmeyer.com/valuation-services) - [Insights](https://blog.brixeyandmeyer.com/) - [About](https://brixeyandmeyer.com/?page_id=206) - [About B&M](https://www.brixeyandmeyer.com/about-bm) - [Our Team](https://www.brixeyandmeyer.com/our-team) - [Join Our Team](https://www.brixeyandmeyer.com/join-our-team) - [Contact](https://www.brixeyandmeyer.com/contact) - [Get Started](https://www.brixeyandmeyer.com/get-started) # Brixey & Meyer Blog [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Accounting](https://blog.brixeyandmeyer.com/topic/accounting), [Business Owners](https://blog.brixeyandmeyer.com/topic/business-owners), [Success](https://blog.brixeyandmeyer.com/topic/success), [Retirement Plan](https://blog.brixeyandmeyer.com/topic/retirement-plan), [Retirement](https://blog.brixeyandmeyer.com/topic/retirement), [Insights](https://blog.brixeyandmeyer.com/topic/insights), [2026 Tax Planning](https://blog.brixeyandmeyer.com/topic/2026-tax-planning), [2026](https://blog.brixeyandmeyer.com/topic/2026), [ERISA](https://blog.brixeyandmeyer.com/topic/erisa) ## [ERISA 2026 Requirements Calendar](https://blog.brixeyandmeyer.com/erisa-2026-requirements-calendar) Sponsors of defined benefit and defined contribution retirement plans should keep the following... 5 minute read [Read More](https://blog.brixeyandmeyer.com/erisa-2026-requirements-calendar) [Insider](https://blog.brixeyandmeyer.com/topic/insider), [Accounting](https://blog.brixeyandmeyer.com/topic/accounting), [Meet Us Monday](https://blog.brixeyandmeyer.com/topic/meet-us-monday), [cpa](https://blog.brixeyandmeyer.com/topic/cpa), [culture](https://blog.brixeyandmeyer.com/topic/culture), [career](https://blog.brixeyandmeyer.com/topic/career), [Tax](https://blog.brixeyandmeyer.com/topic/tax), [columbus](https://blog.brixeyandmeyer.com/topic/columbus) ## [#MeetUsMonday :: Introducing Taylor](https://blog.brixeyandmeyer.com/meetusmonday-introducing-taylorbeck) We are so excited to introduce you to Taylor, one of our newest team members! She is a Staff... 1 minute read [Read More](https://blog.brixeyandmeyer.com/meetusmonday-introducing-taylorbeck) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Leader](https://blog.brixeyandmeyer.com/topic/leader), [Focus](https://blog.brixeyandmeyer.com/topic/focus), [Leadership Development](https://blog.brixeyandmeyer.com/topic/leadership-development), [2026](https://blog.brixeyandmeyer.com/topic/2026), [Strategic Focus](https://blog.brixeyandmeyer.com/topic/strategic-focus) ## [Developing Strategic Focus: How to Think the Right Way to Lead the Right Way](https://blog.brixeyandmeyer.com/developing-strategic-focus-how-to-think-the-right-way-to-lead-the-right-way) Key Takeaways from this Blog Post: Strategic focus requires disciplined thinking and explicit... 3 minute read [Read More](https://blog.brixeyandmeyer.com/developing-strategic-focus-how-to-think-the-right-way-to-lead-the-right-way) [Tax Planning](https://blog.brixeyandmeyer.com/topic/tax-planning), [ohio](https://blog.brixeyandmeyer.com/topic/ohio), [State & Local Tax](https://blog.brixeyandmeyer.com/topic/state-local-tax), [2025](https://blog.brixeyandmeyer.com/topic/2025), [2025 tax planning](https://blog.brixeyandmeyer.com/topic/2025-tax-planning), [SALT](https://blog.brixeyandmeyer.com/topic/salt), [2026 Tax Planning](https://blog.brixeyandmeyer.com/topic/2026-tax-planning), [2026](https://blog.brixeyandmeyer.com/topic/2026) ## [Quarterly State & Local Tax News and Updates: What do they mean for you?](https://blog.brixeyandmeyer.com/quarterly-state-local-tax-news-and-updates-what-do-they-mean-for-you) We’ve seen a few states dishing out tax notices so we want to bring one specific state to your... 3 minute read [Read More](https://blog.brixeyandmeyer.com/quarterly-state-local-tax-news-and-updates-what-do-they-mean-for-you) [Insider](https://blog.brixeyandmeyer.com/topic/insider), [CFO Services](https://blog.brixeyandmeyer.com/topic/cfo-services), [Accounting](https://blog.brixeyandmeyer.com/topic/accounting), [Meet Us Monday](https://blog.brixeyandmeyer.com/topic/meet-us-monday), [cpa](https://blog.brixeyandmeyer.com/topic/cpa), [culture](https://blog.brixeyandmeyer.com/topic/culture), [dayton](https://blog.brixeyandmeyer.com/topic/dayton), [career](https://blog.brixeyandmeyer.com/topic/career) ## [#MeetUsMonday :: Introducing Kahlie](https://blog.brixeyandmeyer.com/meetusmonday-introducing-kahliehake) We are so excited to introduce you to Kahlie, one of our newest team members! She is a Staff... 1 minute read [Read More](https://blog.brixeyandmeyer.com/meetusmonday-introducing-kahliehake) [dayton](https://blog.brixeyandmeyer.com/topic/dayton), [Community Outreach Foundation](https://blog.brixeyandmeyer.com/topic/community-outreach-foundation), [columbus](https://blog.brixeyandmeyer.com/topic/columbus), [Cincinnati](https://blog.brixeyandmeyer.com/topic/cincinnati), [Community Impact Report](https://blog.brixeyandmeyer.com/topic/community-impact-report), [Give Back](https://blog.brixeyandmeyer.com/topic/give-back), [2025](https://blog.brixeyandmeyer.com/topic/2025), [Tampa](https://blog.brixeyandmeyer.com/topic/tampa) ## [2025 Community Impact Report](https://blog.brixeyandmeyer.com/2025-community-impact-report) One of our core values is giving back to the communities in which we live and work. 2025 was a big... [Read More](https://blog.brixeyandmeyer.com/2025-community-impact-report) [Insider](https://blog.brixeyandmeyer.com/topic/insider), [CFO Services](https://blog.brixeyandmeyer.com/topic/cfo-services), [Accounting](https://blog.brixeyandmeyer.com/topic/accounting), [Meet Us Monday](https://blog.brixeyandmeyer.com/topic/meet-us-monday), [cpa](https://blog.brixeyandmeyer.com/topic/cpa), [culture](https://blog.brixeyandmeyer.com/topic/culture), [career](https://blog.brixeyandmeyer.com/topic/career), [columbus](https://blog.brixeyandmeyer.com/topic/columbus) ## [#MeetUsMonday :: Introducing Ashley](https://blog.brixeyandmeyer.com/meetusmonday-introducing-ashley-hanel) We are so excited to introduce you to Ashley, one of our newest team members! She is a Staff... 1 minute read [Read More](https://blog.brixeyandmeyer.com/meetusmonday-introducing-ashley-hanel) [Strategic Planning](https://blog.brixeyandmeyer.com/topic/strategic-planning), [Accounting](https://blog.brixeyandmeyer.com/topic/accounting), [Succession Planning](https://blog.brixeyandmeyer.com/topic/succession-planning), [ohio](https://blog.brixeyandmeyer.com/topic/ohio), [Business Owners](https://blog.brixeyandmeyer.com/topic/business-owners), [Success](https://blog.brixeyandmeyer.com/topic/success), [IRS](https://blog.brixeyandmeyer.com/topic/irs), [Retirement Plan](https://blog.brixeyandmeyer.com/topic/retirement-plan), [Retirement](https://blog.brixeyandmeyer.com/topic/retirement), [Insights](https://blog.brixeyandmeyer.com/topic/insights), [Roth IRA](https://blog.brixeyandmeyer.com/topic/roth-ira) ## [How Plan Sponsors Can Address Roth Catch-up Regulations](https://blog.brixeyandmeyer.com/how-plan-sponsors-can-address-roth-catch-up-regulations) With the release of final Roth catch-up contribution regulations, plan sponsors now have definitive... 4 minute read [Read More](https://blog.brixeyandmeyer.com/how-plan-sponsors-can-address-roth-catch-up-regulations) [Insider](https://blog.brixeyandmeyer.com/topic/insider), [Accounting](https://blog.brixeyandmeyer.com/topic/accounting), [Meet Us Monday](https://blog.brixeyandmeyer.com/topic/meet-us-monday), [cpa](https://blog.brixeyandmeyer.com/topic/cpa), [culture](https://blog.brixeyandmeyer.com/topic/culture), [career](https://blog.brixeyandmeyer.com/topic/career), [Transaction Advisory Services](https://blog.brixeyandmeyer.com/topic/transaction-advisory-services), [Tampa](https://blog.brixeyandmeyer.com/topic/tampa), [Tampa CPA](https://blog.brixeyandmeyer.com/topic/tampa-cpa) ## [#MeetUsMonday :: Introducing Jordan](https://blog.brixeyandmeyer.com/meetusmonday-introducing-jordan-ghaemmaghami) We are so excited to introduce you to Jordan, one of our newest team members! He is a Senior... 1 minute read [Read More](https://blog.brixeyandmeyer.com/meetusmonday-introducing-jordan-ghaemmaghami) [Takeaways](https://blog.brixeyandmeyer.com/topic/takeaways), [values](https://blog.brixeyandmeyer.com/topic/values), [brixey and meyer](https://blog.brixeyandmeyer.com/topic/brixey-and-meyer), [dayton](https://blog.brixeyandmeyer.com/topic/dayton), [Community Outreach Foundation](https://blog.brixeyandmeyer.com/topic/community-outreach-foundation), [columbus](https://blog.brixeyandmeyer.com/topic/columbus), [Volunteer](https://blog.brixeyandmeyer.com/topic/volunteer), [productivity](https://blog.brixeyandmeyer.com/topic/productivity), [workplace productivity](https://blog.brixeyandmeyer.com/topic/workplace-productivity), [Cincinnati](https://blog.brixeyandmeyer.com/topic/cincinnati), [Charitable Giving](https://blog.brixeyandmeyer.com/topic/charitable-giving), [Tampa](https://blog.brixeyandmeyer.com/topic/tampa), [YMCA](https://blog.brixeyandmeyer.com/topic/ymca), [Camp Kern](https://blog.brixeyandmeyer.com/topic/camp-kern) ## [Brixey & Meyer's Annual Day of Giving 2025](https://blog.brixeyandmeyer.com/brixey-meyers-annual-day-of-giving-2025) It's in the Brixey & Meyer DNA to give back to the communities we serve. Every year, we identify... 1 minute read [Read More](https://blog.brixeyandmeyer.com/brixey-meyers-annual-day-of-giving-2025) [Prev](https://blog.brixeyandmeyer.com/page/2) [1](https://blog.brixeyandmeyer.com) [2](https://blog.brixeyandmeyer.com/page/2) [3](https://blog.brixeyandmeyer.com/page/3) [4](https://blog.brixeyandmeyer.com/page/4) [5](https://blog.brixeyandmeyer.com/page/5) [Next](https://blog.brixeyandmeyer.com/page/4) ![Brixey and Meyer full logo in white](https://blog.brixeyandmeyer.com/hs-fs/hubfs/raw_assets/public/Brixey_and_Meyer_January2023/images/Brixey-white-2048x1104.png?width=2048&name=Brixey-white-2048x1104.png "Brixey and Meyer full logo in white") # TOLL FREE: 866.760.0940 [facebook](https://www.facebook.com/brixeyandmeyer) [instagram](https://www.instagram.com/brixeyandmeyer/) [twitter](https://twitter.com/brixeymeyercpa) [linkedin](https://www.linkedin.com/company/brixey-%26-meyer-inc-/) © Copyright 2023 | Brixey & Meyer | [Privacy Policy](https://www.brixeyandmeyer.com/?page_id=657) [Terms & Conditions](https://www.brixeyandmeyer.com/?page_id=660) #### CINCINNATI 1111 St. Gregory St. - 5th Floor Cincinnati, OH 45202 (P) 513.752.8350 (F) 513.752.8359 [Directions](https://www.google.com/maps?ll=39.108239,-84.498017&z=15&t=m&hl=en&gl=US&mapclient=embed&cid=18167754144114867471) #### COLUMBUS 485 Metro Place South - Ste 400 Dublin, OH 43017 (P) 866.760.0940 (F) 937.291.4120 [Directions](https://www.google.com/maps/place/Brixey+%26+Meyer/@40.092261,-83.128295,15z/data=!4m5!3m4!1s0x0:0xcbc7d79035d43ea9!8m2!3d40.0922607!4d-83.128295?hl=en) #### DAYTON 2991 Newmark Dr. Miamisburg, OH 45342 (P) 937.291.4110 (F) 937.291.4120 [Directions](https://www.google.com/maps?ll=39.626765,-84.212641&z=15&t=m&hl=en&gl=US&mapclient=embed&cid=13243381803114682640)