November 4, 2019 Beat Healthcare Costs with a Financial Wellness Program If your business doesn’t invest in financial wellness for your team, you may find it difficult to attract and retain … Read More
November 4, 2019 The Top Three Reasons to Outsource Fiduciary Services Outsourcing allows companies to focus more on their core businesses, rather than spending time on areas outside their expertise. Read More
November 1, 2019 Need To Know: Give Your Nonprofit’s Board The Right Information What information should you share with your board? There are three basic categories. But in general, if it’s something that … Read More
November 1, 2019 Keeping in Compliance: IRS Tips for Plan Sponsors The IRS offers useful tips for plan sponsors, helping you to stay compliant, informed and prepared to provide the best … Read More
October 31, 2019 CMA vs CPA: A Guide to Financial Planning & Wealth Management Acronyms When you start looking into what certifications finance professionals have, you will inevitably run into a lot of acronyms, like … Read More
October 30, 2019 IRA Charitable Donations Are An Alternative To Taxable Required Distributions There’s a tax-smart strategy for high-net-worth individuals over 70-1/2 years old who have IRAs and are charitably minded. Read More
October 29, 2019 When There is Stock Market Volatility, You Can Still Stabilize Your Portfolio Much of what the investment world relies upon for making decisions is financial market predictability and historical performance. Economists and … Read More
October 28, 2019 Valuing Profits Interests In LLCs Profits interest awards are a type of equity-based compensation that’s unique to limited liability companies. But estimating the fair value … Read More
October 28, 2019 Engage Supporters With Your Nonprofit’s Annual Report Don’t produce a paint-by-numbers annual report. There’s plenty of leeway to get creative and illustrate your nonprofit’s story so that … Read More
October 22, 2019 What Investors Should Know About Index Funds vs Mutual Funds Mutual funds have been a popular class of investment products for many decades. Index Funds have also been around for … Read More
October 22, 2019 Reasons Why Cash Is King Balance sheets and income statements get all the attention. But the less popular statement of cash flows can be a … Read More
October 21, 2019 Buy or Lease? Both Can Benefit Nonprofits When a nonprofit must choose whether to buy or lease its facility, the decision-making process can be tough, with many … Read More
