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Securing Your Organizations Private Health Information (PHI)  
Healthcare providers, like most businesses, are looking for new ways to leverage technology to reduce administrative... More »

Compliance Matters Part 2 of 2: Learn From Others' Mistakes
All participant contributions must be remitted to the retirement plan on the earliest date on which they can reasonably... More »

Compliance Matters Part 1 of 2: How Plan Sponsors Get Into Trouble
As beneficial as it may be to your employees and your company, sponsoring a tax-qualified...
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Congratulations to Ruth Snell for 5 Years of Service

June 18, 2014
Ruth Snell was recently recognized for her 5th anniversary with Holtzman Partners.
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Holtzman Partners Celebrates 10th Anniversary

May 1, 2014
Holtzman Partners announced today that May 2014 marks a decade since the firm was founded.
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Three New Managers Named at Holtzman Partners

February 18, 2014
Holtzman Partners is pleased to announce that Patrick Carvey, CPA, Mark Knight, CPA, CISA, and Christie Williams, CPA, have been promoted to manager. More >>