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Posts (787) July 17, 2024 Does a FAST Make Sense for Your Estate Plan? Including a family advancement sustainability trust (FAST) in your estate plan can better ensure your wealth is used responsibly by loved ones. Read More August 19, 2024 If You’ve Inherited an IRA, You Need to Know About These New Final IRS Regulations If you inherited an IRA or defined contribution plan, such as a 401(k), do you know how recently issued IRS regulations will affect you? Read More July 21, 2023 Inheriting Stock Or Other Assets? You’ll Receive A Favorable “Stepped-Up Basis” When planning your estate or inheriting assets, it’s essential to understand the “step-up and step down” basis rules. Read More August 22, 2023 Overhead Allocations: Rising Costs Require A Fresh Mindset Here’s how to get control of your overhead allocations and make better-informed pricing decisions in today’s volatile marketplace. Read More December 11, 2017 Saving for College You have big dreams for your kids. Maybe they’ll be an astronaut or a doctor—their potential has no limit. Saving for college is easy with a 529 Plan. Read More June 5, 2024 Using a Living Trust to Preserve and Distribute Sentimental Assets Do you possess a beloved family heirloom? Make certain you properly address it in your will or living trust to avoid possible family disputes after your death. Read More June 25, 2024 How Undue Influence Claims May Upend Your Estate Plan Undue influence is an act of persuasion that overcomes the free will and judgment of another person. Consider taking these steps today to avoid undue influence claims after your death. Read More March 1, 2022 Keeping Your Nonprofit’s Remote Workers Connected For all your staffers who enjoy working from home, there are also probably some who feel isolated and untethered without the structure and social aspects of onsite work. Here are some suggestions for keeping them connected. Read More March 9, 2023 Forming A Cross-Functional Sales team You’d be hard-pressed to find a business owner who doesn’t want to improve sales. One potential way to do so is to form a cross-functional sales team. Read More March 30, 2023 Nonprofits: 4 ratios Worth Watching What if we told you that only four ratios mattered when it came to managing your nonprofit? OK, that would be an exaggeration. But there are four measures that generally matter more than the rest. Read More October 26, 2021 Demand Mounts For ESG Attestations Stakeholders want to know where your organization stands on environmental, social and governance (ESG) matters. An audited sustainability report can show your commitment to responsible business practices. Read More July 20, 2023 Do You Need To Shake Up Your Nonprofit’s Culture With New Ideas? Your nonprofit doesn’t have to be on a fast track. But it should foster new ideas and innovation that will make it easier to achieve, and even expand, your mission. Here’s what to do if you’re languishing. Read More Load more Page 63 of 82« First«...102030...6162636465...7080...»Last »
July 17, 2024 Does a FAST Make Sense for Your Estate Plan? Including a family advancement sustainability trust (FAST) in your estate plan can better ensure your wealth is used responsibly by loved ones. Read More
August 19, 2024 If You’ve Inherited an IRA, You Need to Know About These New Final IRS Regulations If you inherited an IRA or defined contribution plan, such as a 401(k), do you know how recently issued IRS regulations will affect you? Read More
July 21, 2023 Inheriting Stock Or Other Assets? You’ll Receive A Favorable “Stepped-Up Basis” When planning your estate or inheriting assets, it’s essential to understand the “step-up and step down” basis rules. Read More
August 22, 2023 Overhead Allocations: Rising Costs Require A Fresh Mindset Here’s how to get control of your overhead allocations and make better-informed pricing decisions in today’s volatile marketplace. Read More
December 11, 2017 Saving for College You have big dreams for your kids. Maybe they’ll be an astronaut or a doctor—their potential has no limit. Saving for college is easy with a 529 Plan. Read More
June 5, 2024 Using a Living Trust to Preserve and Distribute Sentimental Assets Do you possess a beloved family heirloom? Make certain you properly address it in your will or living trust to avoid possible family disputes after your death. Read More
June 25, 2024 How Undue Influence Claims May Upend Your Estate Plan Undue influence is an act of persuasion that overcomes the free will and judgment of another person. Consider taking these steps today to avoid undue influence claims after your death. Read More
March 1, 2022 Keeping Your Nonprofit’s Remote Workers Connected For all your staffers who enjoy working from home, there are also probably some who feel isolated and untethered without the structure and social aspects of onsite work. Here are some suggestions for keeping them connected. Read More
March 9, 2023 Forming A Cross-Functional Sales team You’d be hard-pressed to find a business owner who doesn’t want to improve sales. One potential way to do so is to form a cross-functional sales team. Read More
March 30, 2023 Nonprofits: 4 ratios Worth Watching What if we told you that only four ratios mattered when it came to managing your nonprofit? OK, that would be an exaggeration. But there are four measures that generally matter more than the rest. Read More
October 26, 2021 Demand Mounts For ESG Attestations Stakeholders want to know where your organization stands on environmental, social and governance (ESG) matters. An audited sustainability report can show your commitment to responsible business practices. Read More
July 20, 2023 Do You Need To Shake Up Your Nonprofit’s Culture With New Ideas? Your nonprofit doesn’t have to be on a fast track. But it should foster new ideas and innovation that will make it easier to achieve, and even expand, your mission. Here’s what to do if you’re languishing. Read More