November 5, 2019 What do High Net Worth Individuals Need to Know About Direct Investing? Direct investing can present some new and unique opportunities for high net worth individuals (HNWI) and families not typically available … Read More
November 4, 2019 How To Keep Track of Small Tools and Equipment How often are you replacing tools and other small equipment items? These assets may be lost by forgetful workers, damaged … Read More
November 4, 2019 Participant Corner: Three Tax Tips that Can Help as You Approach or Begin Retirement Retirement is a whole new phase of life. You’ll experience many new things, and you’ll leave others behind – but … Read More
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
