How often are the checklists and flowcharts updated?
We update the resources as needed to stay current and try to do so as quickly as possible. We tend to release versions of the resources impacted by new annual limits at the end of each year. As new rules and regulations come out, we try update the resources within a month. In some cases (like the CARES Act), we released a checklist that addresses just those new rules in about a week. In other cases, the rules completely change the nature of the resource and cause us to go back to the drawing board. In those cases, it can take a lot longer to update the resource. Members can find all updated resources in their Member Section under the category Updated Resources.