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Posts (787) October 15, 2019 How to Substantiate Business Expenses Accurately It may seem like one of those nagging jobs that no one really gets excited about, but thoroughly tracking expenses is key to running a successful business for many reasons. Primarily, you are required by law to file taxes to the IRS on a quarterly or annual basis. Much of the information you will enter… Read More October 15, 2019 Four Ways to Increase Employee Retirement Contribution Participation As a retirement plan sponsor how can you encourage your employees to save and save more? Here are four simple ways to start building a retirement plan. Read More October 16, 2019 Retirement Readiness – Planning for the First Day of the Rest of Your Life According to a recent study 29% of Americans 55 and older do not have any retirement. Click the link to read the full article. Read More October 16, 2019 Nonprofits: New Alternatives For Reporting Goodwill & Other Intangibles Did you know that the Financial Accounting Standards Board (FASB) recently extended the simplified private-company accounting alternatives to not-for-profit organizations? Many merging nonprofits, including educational institutions and hospitals, welcome these practical expedients. Here are the details. Alternative for goodwill The first alternative accounting method allows for the amortization of goodwill on a straight-line basis over… Read More October 17, 2019 How Private Wealth Management Differs from Financial Planning Financial planning is important for everyone to think about. Good money management is not dumb luck, nor is it the kind of recognizable skill that would cause your relatives to say, “Oh, that little one is going to be great with money someday!” Actionable financial planning takes time, focus, and diligence. Not everyone has that… Read More October 17, 2019 Use A Coverdell ESA To Help Pay College, Elementary & Secondary School Costs Are you looking for ways to save for your child’s or grandchild’s education? Or do you want to save for private elementary and secondary school? A Coverdell Education Savings Account may help. Read More October 21, 2019 Buy or Lease? Both Can Benefit Nonprofits When a nonprofit must choose whether to buy or lease its facility, the decision-making process can be tough, with many factors to consider. We review the pros and cons of each option. Read More October 22, 2019 Reasons Why Cash Is King Balance sheets and income statements get all the attention. But the less popular statement of cash flows can be a powerful management tool, if you know how to interpret it… Read More October 22, 2019 What Investors Should Know About Index Funds vs Mutual Funds Mutual funds have been a popular class of investment products for many decades. Index Funds have also been around for many years, but just a bit shorter length of time. Both can generally be classified as investment-grade products and are among the safest options for many types of individual investors as well as institutions. They… Read More October 28, 2019 Engage Supporters With Your Nonprofit’s Annual Report Don’t produce a paint-by-numbers annual report. There’s plenty of leeway to get creative and illustrate your nonprofit’s story so that stakeholders will want to read your report. Here’s how. Read More October 28, 2019 Valuing Profits Interests In LLCs Profits interest awards are a type of equity-based compensation that’s unique to limited liability companies. But estimating the fair value of these arrangements can be tricky — unless the rules are simplified. Read More October 29, 2019 When There is Stock Market Volatility, You Can Still Stabilize Your Portfolio Much of what the investment world relies upon for making decisions is financial market predictability and historical performance. Economists and researchers collect data from past stock market crashes, compare them, and come to reliable assertions about how each asset class is expected to respond to market stresses in the future. Traditionally speaking, whenever equity markets… Read More Load more Page 15 of 82« First«...10...1314151617...203040...»Last »
October 15, 2019 How to Substantiate Business Expenses Accurately It may seem like one of those nagging jobs that no one really gets excited about, but thoroughly tracking expenses is key to running a successful business for many reasons. Primarily, you are required by law to file taxes to the IRS on a quarterly or annual basis. Much of the information you will enter… Read More
October 15, 2019 Four Ways to Increase Employee Retirement Contribution Participation As a retirement plan sponsor how can you encourage your employees to save and save more? Here are four simple ways to start building a retirement plan. Read More
October 16, 2019 Retirement Readiness – Planning for the First Day of the Rest of Your Life According to a recent study 29% of Americans 55 and older do not have any retirement. Click the link to read the full article. Read More
October 16, 2019 Nonprofits: New Alternatives For Reporting Goodwill & Other Intangibles Did you know that the Financial Accounting Standards Board (FASB) recently extended the simplified private-company accounting alternatives to not-for-profit organizations? Many merging nonprofits, including educational institutions and hospitals, welcome these practical expedients. Here are the details. Alternative for goodwill The first alternative accounting method allows for the amortization of goodwill on a straight-line basis over… Read More
October 17, 2019 How Private Wealth Management Differs from Financial Planning Financial planning is important for everyone to think about. Good money management is not dumb luck, nor is it the kind of recognizable skill that would cause your relatives to say, “Oh, that little one is going to be great with money someday!” Actionable financial planning takes time, focus, and diligence. Not everyone has that… Read More
October 17, 2019 Use A Coverdell ESA To Help Pay College, Elementary & Secondary School Costs Are you looking for ways to save for your child’s or grandchild’s education? Or do you want to save for private elementary and secondary school? A Coverdell Education Savings Account may help. Read More
October 21, 2019 Buy or Lease? Both Can Benefit Nonprofits When a nonprofit must choose whether to buy or lease its facility, the decision-making process can be tough, with many factors to consider. We review the pros and cons of each option. Read More
October 22, 2019 Reasons Why Cash Is King Balance sheets and income statements get all the attention. But the less popular statement of cash flows can be a powerful management tool, if you know how to interpret it… Read More
October 22, 2019 What Investors Should Know About Index Funds vs Mutual Funds Mutual funds have been a popular class of investment products for many decades. Index Funds have also been around for many years, but just a bit shorter length of time. Both can generally be classified as investment-grade products and are among the safest options for many types of individual investors as well as institutions. They… Read More
October 28, 2019 Engage Supporters With Your Nonprofit’s Annual Report Don’t produce a paint-by-numbers annual report. There’s plenty of leeway to get creative and illustrate your nonprofit’s story so that stakeholders will want to read your report. Here’s how. Read More
October 28, 2019 Valuing Profits Interests In LLCs Profits interest awards are a type of equity-based compensation that’s unique to limited liability companies. But estimating the fair value of these arrangements can be tricky — unless the rules are simplified. Read More
October 29, 2019 When There is Stock Market Volatility, You Can Still Stabilize Your Portfolio Much of what the investment world relies upon for making decisions is financial market predictability and historical performance. Economists and researchers collect data from past stock market crashes, compare them, and come to reliable assertions about how each asset class is expected to respond to market stresses in the future. Traditionally speaking, whenever equity markets… Read More