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Posts (787) February 1, 2018 Weather or Not, Stay Invested When Storm Damages Hit Investors act irrationally, thinking they can time the markets or shift investments due to pending storm damages. Read More February 6, 2018 TCJA Temporarily Lowers Medical Deduction Threshold The new tax law makes it easier to claim the medical expense deduction on your 2017 tax return. It provides planning opportunities for 2018, too. Read More February 9, 2018 Fixed vs. Variable Costs: How To Compute Breakeven Breakeven point is a helpful management tool. To calculate breakeven, you just need your income statement, a simple formula and an understanding of how it works. Read More February 14, 2018 Make The Most of Your Nonprofit’s Internal Audit Function Your nonprofit’s internal auditors have a unique perspective on your organization’s operations and financial condition. Are you making the most of their knowledge and expertise? Read More February 23, 2018 Boosting The Matching Gifts Your Nonprofit Receives Gift-matching enables donors to make larger contributions than they can manage on their own. Knowing their gift will be matched, they might even bump up the amount. Your nonprofit can foster matching in several ways. Read More March 31, 2020 Another Way to Save: New Tax Credit for Plan Participants According to a Transamerica Center for Retirement Studies (TCRS) report fewer than four in ten U.S. workers know about a tax credit that may help them save for retirement, per the IRS. The Saver's Credit is available to eligible taxpayers who are saving for retirement. The Saver's Credit is a non-refundable tax credit, and can… Read More July 29, 2020 What Constitutes Proper Documentation of Retirement Plan Committee Meetings? With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee. This committee usually includes financial officers and human resources officers of the employer. The committee meets periodically (anywhere from annually to quarterly) to consider agenda items including investment due diligence, fees… Read More July 30, 2020 Participant Corner: Good Health is the Best Wealth This month’s employee memo encourages employees to make small lifestyle changes to reduce their out-of-pocket health costs. Believe it or not, staying healthy just might make you wealthy. With small lifestyle changes and healthy choices, you may reduce your annual healthcare costs and increase your income. These lifestyle changes can be as simple as limiting… Read More December 16, 2020 Nonprofit Boards Must Remain Vigilant as Long as the Crisis Continues It’s been a tough year for not-for-profits. Many have experienced an increased demand for services just as revenues have plummeted. Until the COVID-19 pandemic is over, your organization’s board of directors will likely play a special role in ensuring that it remains on track financially. In particular, the board should focus on two issues: 1.… Read More December 16, 2020 Put Your Company’s Financial Statements to Work For You It’s almost time for calendar-year businesses to prepare their year-end financial statements. If used correctly, these reports can be a valuable management tool. Use them in benchmarking and forecasting to be proactive, not reactive, to market changes. 1. Benchmarking Historical financial statements can be used to evaluate the company’s current performance vs. past performance or… Read More March 25, 2022 Going Private Recently, the news media has given a lot of attention to initial public offerings using special purpose acquisition companies (SPACs). But there’s another major transaction that’s gaining momentum amid the economic chaos caused by the COVID-19 pandemic: privatizations. Going private (also known as delisting) has many benefits, including: Reduced accounting, regulatory and governance costs, Fewer… Read More April 26, 2022 Thinking About Converting Your Home Into A Rental Property? It’s home selling (and buying) season. What are the tax consequences if you buy another home but decide to keep your current home and rent it out? Read More Load more Page 59 of 82« First«...102030...5758596061...7080...»Last »
February 1, 2018 Weather or Not, Stay Invested When Storm Damages Hit Investors act irrationally, thinking they can time the markets or shift investments due to pending storm damages. Read More
February 6, 2018 TCJA Temporarily Lowers Medical Deduction Threshold The new tax law makes it easier to claim the medical expense deduction on your 2017 tax return. It provides planning opportunities for 2018, too. Read More
February 9, 2018 Fixed vs. Variable Costs: How To Compute Breakeven Breakeven point is a helpful management tool. To calculate breakeven, you just need your income statement, a simple formula and an understanding of how it works. Read More
February 14, 2018 Make The Most of Your Nonprofit’s Internal Audit Function Your nonprofit’s internal auditors have a unique perspective on your organization’s operations and financial condition. Are you making the most of their knowledge and expertise? Read More
February 23, 2018 Boosting The Matching Gifts Your Nonprofit Receives Gift-matching enables donors to make larger contributions than they can manage on their own. Knowing their gift will be matched, they might even bump up the amount. Your nonprofit can foster matching in several ways. Read More
March 31, 2020 Another Way to Save: New Tax Credit for Plan Participants According to a Transamerica Center for Retirement Studies (TCRS) report fewer than four in ten U.S. workers know about a tax credit that may help them save for retirement, per the IRS. The Saver's Credit is available to eligible taxpayers who are saving for retirement. The Saver's Credit is a non-refundable tax credit, and can… Read More
July 29, 2020 What Constitutes Proper Documentation of Retirement Plan Committee Meetings? With most retirement plans, the fiduciary responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee. This committee usually includes financial officers and human resources officers of the employer. The committee meets periodically (anywhere from annually to quarterly) to consider agenda items including investment due diligence, fees… Read More
July 30, 2020 Participant Corner: Good Health is the Best Wealth This month’s employee memo encourages employees to make small lifestyle changes to reduce their out-of-pocket health costs. Believe it or not, staying healthy just might make you wealthy. With small lifestyle changes and healthy choices, you may reduce your annual healthcare costs and increase your income. These lifestyle changes can be as simple as limiting… Read More
December 16, 2020 Nonprofit Boards Must Remain Vigilant as Long as the Crisis Continues It’s been a tough year for not-for-profits. Many have experienced an increased demand for services just as revenues have plummeted. Until the COVID-19 pandemic is over, your organization’s board of directors will likely play a special role in ensuring that it remains on track financially. In particular, the board should focus on two issues: 1.… Read More
December 16, 2020 Put Your Company’s Financial Statements to Work For You It’s almost time for calendar-year businesses to prepare their year-end financial statements. If used correctly, these reports can be a valuable management tool. Use them in benchmarking and forecasting to be proactive, not reactive, to market changes. 1. Benchmarking Historical financial statements can be used to evaluate the company’s current performance vs. past performance or… Read More
March 25, 2022 Going Private Recently, the news media has given a lot of attention to initial public offerings using special purpose acquisition companies (SPACs). But there’s another major transaction that’s gaining momentum amid the economic chaos caused by the COVID-19 pandemic: privatizations. Going private (also known as delisting) has many benefits, including: Reduced accounting, regulatory and governance costs, Fewer… Read More
April 26, 2022 Thinking About Converting Your Home Into A Rental Property? It’s home selling (and buying) season. What are the tax consequences if you buy another home but decide to keep your current home and rent it out? Read More