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Posts (787) May 10, 2023 Addressing Pay Equity At Your Business Business owners: Pay equity is an issue that’s not going away. Fortunately, there are real, actionable ways you can address it at your company. Read More March 11, 2022 INVESTING 101: A STEP-BY-STEP PLAN FOR DEVELOPING A STRONG, DIVERSE PORTFOLIO The beginning of your investment career is an exciting moment in life, full of potential and anticipation. You are likely to get abundant investing advice, maybe even an overwhelming amount of it. The value of professional financial guidance cannot be overstated, but you should choose your advisors carefully. Raising your own financial literacy will be a… Read More June 3, 2023 Ease The Burden Of Being A Member Of The Sandwich Generation With These Action Steps Are you being pulled between the pressing needs of your elderly parents and your own children? Welcome to the “sandwich generation.” Read More June 20, 2023 When Can Seniors Deduct Medicare Premiums On Their Tax Returns? Seniors with Medicare insurance (including supplemental) can potentially deduct premium costs and other medical expenses on their tax return. Read More May 22, 2018 Guidance on FASB’s New Revenue Recognition Rule Got contracts with customers? Many businesses are still struggling with the new accounting rules for revenue recognition. Now the IRS has released guidance that addresses tax issues related to this major change. Read More August 6, 2019 Retirement Plan Options for Small Businesses Expanded By DOL The U.S. Department of Labor (DOL) has released a final rule which should make it easier for smaller businesses to provide retirement plans to their employees. According to the DOL, the rule will enable more small and midsize unrelated businesses to join forces in multiple employer plans (MEPs) that provide their employees a defined contribution… Read More November 3, 2021 When Nonprofits Should Return Donations Instead of waiting to see if donors will ask for their money back, take steps to prevent such requests. Learn when your nonprofit should return a donation and what your refund policy should say. Read More June 20, 2023 If Your Family Owns a Vacation Home, Address It Carefully In Your Estate Plan Do you know the optimal way to address your vacation home in your estate plan? Read More August 8, 2023 Protected: The Time To Make Health Care Decisions Is When You’re Healthy There is no excerpt because this is a protected post. Read More August 15, 2023 To Avoid Confusion After Your Death, Have Only An Original, Signed Will To avoid confusion, pain and possible court proceedings among your surviving family members after your death, maintain only one, original will. Read More August 23, 2023 Look Carefully At Three Critical Factors Of Succession Planning Business owners: You can’t be too much of an early bird when it comes to succession planning. From a big picture perspective, there are three primary things you’ll need to think about. Read More September 12, 2016 Conflict of Interest or Fiduciary Rule: Q&A – Part I The Department of Labor (DOL) finally published final guidance regarding the definition of “fiduciary” on April 8, 2016. This Q&A will help you sort it out. Read More Load more Page 26 of 82« First«...1020...2425262728...405060...»Last »
May 10, 2023 Addressing Pay Equity At Your Business Business owners: Pay equity is an issue that’s not going away. Fortunately, there are real, actionable ways you can address it at your company. Read More
March 11, 2022 INVESTING 101: A STEP-BY-STEP PLAN FOR DEVELOPING A STRONG, DIVERSE PORTFOLIO The beginning of your investment career is an exciting moment in life, full of potential and anticipation. You are likely to get abundant investing advice, maybe even an overwhelming amount of it. The value of professional financial guidance cannot be overstated, but you should choose your advisors carefully. Raising your own financial literacy will be a… Read More
June 3, 2023 Ease The Burden Of Being A Member Of The Sandwich Generation With These Action Steps Are you being pulled between the pressing needs of your elderly parents and your own children? Welcome to the “sandwich generation.” Read More
June 20, 2023 When Can Seniors Deduct Medicare Premiums On Their Tax Returns? Seniors with Medicare insurance (including supplemental) can potentially deduct premium costs and other medical expenses on their tax return. Read More
May 22, 2018 Guidance on FASB’s New Revenue Recognition Rule Got contracts with customers? Many businesses are still struggling with the new accounting rules for revenue recognition. Now the IRS has released guidance that addresses tax issues related to this major change. Read More
August 6, 2019 Retirement Plan Options for Small Businesses Expanded By DOL The U.S. Department of Labor (DOL) has released a final rule which should make it easier for smaller businesses to provide retirement plans to their employees. According to the DOL, the rule will enable more small and midsize unrelated businesses to join forces in multiple employer plans (MEPs) that provide their employees a defined contribution… Read More
November 3, 2021 When Nonprofits Should Return Donations Instead of waiting to see if donors will ask for their money back, take steps to prevent such requests. Learn when your nonprofit should return a donation and what your refund policy should say. Read More
June 20, 2023 If Your Family Owns a Vacation Home, Address It Carefully In Your Estate Plan Do you know the optimal way to address your vacation home in your estate plan? Read More
August 8, 2023 Protected: The Time To Make Health Care Decisions Is When You’re Healthy There is no excerpt because this is a protected post. Read More
August 15, 2023 To Avoid Confusion After Your Death, Have Only An Original, Signed Will To avoid confusion, pain and possible court proceedings among your surviving family members after your death, maintain only one, original will. Read More
August 23, 2023 Look Carefully At Three Critical Factors Of Succession Planning Business owners: You can’t be too much of an early bird when it comes to succession planning. From a big picture perspective, there are three primary things you’ll need to think about. Read More
September 12, 2016 Conflict of Interest or Fiduciary Rule: Q&A – Part I The Department of Labor (DOL) finally published final guidance regarding the definition of “fiduciary” on April 8, 2016. This Q&A will help you sort it out. Read More