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Posts (787) February 11, 2020 4 Key Traits To Look For When Hiring A CFO Finding the right person to head up your company’s finance and accounting department can be challenging in today’s tight labor market. While it may be tempting to simply promote an existing employee, external candidates may offer fresh ideas and skills that take your financial reporting to the next level. Here are four traits to put… Read More February 11, 2020 Too Many Choices: How Many Investment Options Should You Offer? Many plan providers struggle with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when making other decisions, having too many plan options can potentially lead to poor investment decisions by plan participants. In addition, increasing plan options can also increase plan costs, as… Read More February 13, 2020 Use Plan Analytics To Evaluate Your Retirement Plan Your retirement plan is a valuable resource for your employees and serves as a vehicle to attract and retain top talent. Ensuring plan success is crucial. Examining plan analytics can help evaluate its success. Plan analytics you should explore: Median age, tenure and savings rates of plan participants:These analytics can be helpful to determine which… Read More February 12, 2020 Can Your Board Recognize Financial Red Flags? A key fiduciary duty of your not-for-profit’s board of directors is to oversee and monitor the organization’s financial health. Some financial warning signs — such as the loss of a major funder — may jump out immediately. But other red flags can be more subtle. Here are some of them. Budget issues Certain budget-related issues… Read More October 13, 2021 Vacation Home: How Is Your Tax Bill Affected If You Rent it Out? A special federal income tax break is available if you rent your vacation home for less than 15 days during the year. Here are the rules. Read More October 14, 2021 Nonprofit Restructuring Has Become Easier, But Not Without Challenges In the past, nonprofits that wanted to merge with another entity or enter into a joint venture faced a difficult process. Now, restructuring can be as easy as completing an annual Form 990. Learn more. Read More March 24, 2022 Nonprofits: Seize The Day With Real-Time Strategic Planning Traditional strategic planning requires not-for-profit leaders to perform a lot of guess work about what might happen in the future. This approach also asks decision-makers to explicitly shut down options and possibilities. Real-time strategic planning (RTSP) is a more flexible approach. It enables nonprofits to identify, understand and act on today’s challenges and opportunities. Coordinated… Read More September 17, 2022 Why Auditors Prefer In-Person Interviews To Assess Fraud Risks Psychologists estimate that more than 90% of communication happens through tone of voice and body language. So, when evaluating fraud risks during an audit, a face-to-face interview is critical to help detect nonverbal cues. Read More December 28, 2022 SECURE Act Tackles Retirement, Conservation Tucked into the Consolidated Appropriations Act of 2023 is a package of enhanced retirement benefits, otherwise known as the SECURE 2.0 Act. Here are some of the provisions. Read More August 16, 2019 What To Expect During a Franchise Audit Does your franchise agreement include an audit provision? Franchisors should think of audits like preventive visits to a doctor. Here’s why. Read More October 13, 2023 The Tax Implications of Renting Out a Vacation Home If you rent your vacation home for less than 15 days during a year, there’s a special tax break. Here are the rules for vacation rentals. Read More March 26, 2022 The Tax Rules of Renting Out a Vacation Home Property Summer is just around the corner. If you’re fortunate enough to own a vacation home, you may wonder about the tax consequences of renting it out for part of the year. The tax treatment depends on how many days it’s rented and your level of personal use. Personal use includes vacation use by your relatives… Read More Load more Page 17 of 82« First«...10...1516171819...304050...»Last »
February 11, 2020 4 Key Traits To Look For When Hiring A CFO Finding the right person to head up your company’s finance and accounting department can be challenging in today’s tight labor market. While it may be tempting to simply promote an existing employee, external candidates may offer fresh ideas and skills that take your financial reporting to the next level. Here are four traits to put… Read More
February 11, 2020 Too Many Choices: How Many Investment Options Should You Offer? Many plan providers struggle with deciding how many investment options to offer in their retirement plans. While people generally like to have lots of options when making other decisions, having too many plan options can potentially lead to poor investment decisions by plan participants. In addition, increasing plan options can also increase plan costs, as… Read More
February 13, 2020 Use Plan Analytics To Evaluate Your Retirement Plan Your retirement plan is a valuable resource for your employees and serves as a vehicle to attract and retain top talent. Ensuring plan success is crucial. Examining plan analytics can help evaluate its success. Plan analytics you should explore: Median age, tenure and savings rates of plan participants:These analytics can be helpful to determine which… Read More
February 12, 2020 Can Your Board Recognize Financial Red Flags? A key fiduciary duty of your not-for-profit’s board of directors is to oversee and monitor the organization’s financial health. Some financial warning signs — such as the loss of a major funder — may jump out immediately. But other red flags can be more subtle. Here are some of them. Budget issues Certain budget-related issues… Read More
October 13, 2021 Vacation Home: How Is Your Tax Bill Affected If You Rent it Out? A special federal income tax break is available if you rent your vacation home for less than 15 days during the year. Here are the rules. Read More
October 14, 2021 Nonprofit Restructuring Has Become Easier, But Not Without Challenges In the past, nonprofits that wanted to merge with another entity or enter into a joint venture faced a difficult process. Now, restructuring can be as easy as completing an annual Form 990. Learn more. Read More
March 24, 2022 Nonprofits: Seize The Day With Real-Time Strategic Planning Traditional strategic planning requires not-for-profit leaders to perform a lot of guess work about what might happen in the future. This approach also asks decision-makers to explicitly shut down options and possibilities. Real-time strategic planning (RTSP) is a more flexible approach. It enables nonprofits to identify, understand and act on today’s challenges and opportunities. Coordinated… Read More
September 17, 2022 Why Auditors Prefer In-Person Interviews To Assess Fraud Risks Psychologists estimate that more than 90% of communication happens through tone of voice and body language. So, when evaluating fraud risks during an audit, a face-to-face interview is critical to help detect nonverbal cues. Read More
December 28, 2022 SECURE Act Tackles Retirement, Conservation Tucked into the Consolidated Appropriations Act of 2023 is a package of enhanced retirement benefits, otherwise known as the SECURE 2.0 Act. Here are some of the provisions. Read More
August 16, 2019 What To Expect During a Franchise Audit Does your franchise agreement include an audit provision? Franchisors should think of audits like preventive visits to a doctor. Here’s why. Read More
October 13, 2023 The Tax Implications of Renting Out a Vacation Home If you rent your vacation home for less than 15 days during a year, there’s a special tax break. Here are the rules for vacation rentals. Read More
March 26, 2022 The Tax Rules of Renting Out a Vacation Home Property Summer is just around the corner. If you’re fortunate enough to own a vacation home, you may wonder about the tax consequences of renting it out for part of the year. The tax treatment depends on how many days it’s rented and your level of personal use. Personal use includes vacation use by your relatives… Read More