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Posts (814) May 4, 2023 Nonprofits and Insurance: Getting It Just Right When it comes to insurance, your nonprofit might carry too little, the right amount or possibly too much. We look at must-have policies and offer tips for assessing real risks before you buy. Read More March 30, 2021 How to Ensure Life Insurance Isn’t Part of Your Taxable Estate President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that passed on March 11? Read More February 11, 2020 Wealth Management Strategies That Have the Highest Payoff You hear financial experts speak all the time about what they think the best investment strategies are. It may even sometimes feel political, especially the way the pundits bat ideas back and forth on podcasts and cable finance news. Just when you think you’ve learned something new about investing, you end up back at square… Read More June 2, 2023 Being a Gig Worker Comes With Tax Consequences Many people turn to “gig” work for additional income. Here are the tax consequences of taking on these jobs. 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 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 January 21, 2020 Wealth Management vs Private Banking: What Investors Need to Know Wealth managers and private bankers both work on behalf of high net worth (HNW) families and individuals to provide a wide range of advisory and banking services. Wealth managers guide investors through decisions on how to allocate their assets and balance a portfolio of funds. Private bankers provide custodial services on behalf of individual investors… Read More March 5, 2020 What the Success of Apps Like Robinhood Tell Us About Commission Free Stock Trading The craving for low-cost and commission-free trades has been steadily growing and international brokers hear consumer demands loud and clear. Internet-only financial institutions, such as E-Trade (ETFC), Ally Financial (ALLY), and Interactive Brokers emerged from this market trend for low-cost, independent investment management. As these companies grew, well-established, larger financial services firms like Charles Schwab… 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 5, 2018 Donate Appreciated Stock For Twice The Tax Benefits For certain charitably inclined taxpayers, donating appreciated stock to charity can be an excellent year-end tax planning strategy. This may be especially true if the stock is highly appreciated and you’d like to sell it but are worried about the tax liability. Read More November 19, 2020 How Series EE Savings Bonds Are Taxed Many people have Series EE savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts or maybe you bought them yourself and put them away in a file cabinet or safe deposit box. You may wonder: How is the interest you earn on EE bonds taxed? And if… 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 Load more Page 52 of 85« First«...102030...5051525354...607080...»Last »
May 4, 2023 Nonprofits and Insurance: Getting It Just Right When it comes to insurance, your nonprofit might carry too little, the right amount or possibly too much. We look at must-have policies and offer tips for assessing real risks before you buy. Read More
March 30, 2021 How to Ensure Life Insurance Isn’t Part of Your Taxable Estate President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that passed on March 11? Read More
February 11, 2020 Wealth Management Strategies That Have the Highest Payoff You hear financial experts speak all the time about what they think the best investment strategies are. It may even sometimes feel political, especially the way the pundits bat ideas back and forth on podcasts and cable finance news. Just when you think you’ve learned something new about investing, you end up back at square… Read More
June 2, 2023 Being a Gig Worker Comes With Tax Consequences Many people turn to “gig” work for additional income. Here are the tax consequences of taking on these jobs. 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
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
January 21, 2020 Wealth Management vs Private Banking: What Investors Need to Know Wealth managers and private bankers both work on behalf of high net worth (HNW) families and individuals to provide a wide range of advisory and banking services. Wealth managers guide investors through decisions on how to allocate their assets and balance a portfolio of funds. Private bankers provide custodial services on behalf of individual investors… Read More
March 5, 2020 What the Success of Apps Like Robinhood Tell Us About Commission Free Stock Trading The craving for low-cost and commission-free trades has been steadily growing and international brokers hear consumer demands loud and clear. Internet-only financial institutions, such as E-Trade (ETFC), Ally Financial (ALLY), and Interactive Brokers emerged from this market trend for low-cost, independent investment management. As these companies grew, well-established, larger financial services firms like Charles Schwab… 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 5, 2018 Donate Appreciated Stock For Twice The Tax Benefits For certain charitably inclined taxpayers, donating appreciated stock to charity can be an excellent year-end tax planning strategy. This may be especially true if the stock is highly appreciated and you’d like to sell it but are worried about the tax liability. Read More
November 19, 2020 How Series EE Savings Bonds Are Taxed Many people have Series EE savings bonds that were purchased many years ago. Perhaps they were given to your children as gifts or maybe you bought them yourself and put them away in a file cabinet or safe deposit box. You may wonder: How is the interest you earn on EE bonds taxed? And if… 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