September 11, 2020 Have You Ever Considered Offering a Phased Retirement Program? Phased retirement includes a range of flexible retirement approaches that would allow employees approaching normal retirement age the option to … Read More
September 10, 2020 Good News 401(k) Its “Reference Point Report is an annual client data benchmarking report so plan sponsors can review trends and benchmark their … Read More
September 9, 2020 Private Foundations Need Strong Conflict-of-Interest Policies Does your private foundation have a detailed conflict-of-interest policy? If it doesn’t — and if it doesn’t follow the policy … Read More
September 8, 2020 Back-to-School Tax Breaks On The Books Despite the COVID-19 pandemic, students are going back to school this fall, either remotely, in-person or under a hybrid schedule. … Read More
September 8, 2020 Levels of Assurance: Choosing The Right Option For Your Business Today The COVID-19 crisis is causing private companies to re-evaluate the type of financial statements they should generate for 2020. Some … Read More
August 27, 2020 How Nonprofits Should Classify Their Workers for Tax Purposes Employees or independent contractors? It’s not only for-profit companies that struggle with the question of how to classify workers for … Read More
August 27, 2020 Will You Have to Pay Tax on Your Social Security Benefits? If you’re getting close to retirement, you may wonder: Are my Social Security benefits going to be taxed? And if … Read More
August 21, 2020 Promoting and Reporting Diversity Increasing diversity is a key initiative at many companies in 2020. This movement goes beyond social responsibility — it can … Read More
August 21, 2020 Financial Dashboards Can Steer Your Nonprofit Toward Financial Success Not-for-profits increasingly are adopting a corporate world tool: financial dashboards. A dashboard is a summary of an organization’s progress … Read More
August 21, 2020 What Happens If An Individual Can’t Pay Taxes While you probably don’t have any problems paying your tax bills, you may wonder: What happens in the event you … Read More
August 14, 2020 3 Steps To “Stress Test” Your Business As a business, you can’t afford to lose sight of ongoing risk factors, such as cyberthreats, fraud, emerging competition and … Read More
August 14, 2020 Should Your Nonprofit Accept That New Grant? Current financial pressures mean that your not-for-profit probably can’t afford to pass up offers of support. Yet you need to … Read More
