October 18, 2019 The U.S. Department Of Labor Finalizes The New Overtime Rule The U.S. Department of Labor’s final overtime rule goes into effect on January 1, 2020. Will your company be ready? Read More
October 17, 2019 Use A Coverdell ESA To Help Pay College, Elementary & Secondary School Costs Are you looking for ways to save for your child’s or grandchild’s education? Or do you want to save for … Read More
October 17, 2019 How Private Wealth Management Differs from Financial Planning Financial planning is important for everyone to think about. Good money management is not dumb luck, nor is it the … Read More
October 16, 2019 Nonprofits: New Alternatives For Reporting Goodwill & Other Intangibles Did you know that the Financial Accounting Standards Board (FASB) recently extended the simplified private-company accounting alternatives to not-for-profit organizations? … Read More
October 16, 2019 Retirement Readiness – Planning for the First Day of the Rest of Your Life According to a recent study 29% of Americans 55 and older do not have any retirement. Click the link to … Read More
October 15, 2019 Four Ways to Increase Employee Retirement Contribution Participation As a retirement plan sponsor how can you encourage your employees to save and save more? Here are four simple … Read More
October 15, 2019 How to Substantiate Business Expenses Accurately It may seem like one of those nagging jobs that no one really gets excited about, but thoroughly tracking expenses … Read More
October 14, 2019 Fight Fundraising Obstacles With Personal Appeals For most nonprofits, donations from individual households are declining. Now more than ever, it makes sense to use the power … Read More
October 14, 2019 Watch Out For Tax-Related Scams Have you received a text, letter, email or phone call purporting to be from the IRS? Don’t become the victim … Read More
October 10, 2019 Should I Use a Robo-Advisor for Wealth Management? Up until about 10 years ago, robo-advisors were only available to financial services firms and advisors. However, the market crash … Read More
October 10, 2019 The Impact of Auto-Enrollment Into Retirement Plans Americans are saving more for retirement, according to a survey released by the Plan Sponsor Council of America Read More
October 9, 2019 IRS Issues Final QBI Real Estate Safe Harbor Rules The final safe harbor rules apply to tax years ending after December 31, 2017, and you have the option of … Read More
