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
October 9, 2019 3(38) or 3(21): Which Fiduciary Service is Right for You? With the help of outside professionals, you can lower your fiduciary risk by doing right by your employees while addressing … Read More
October 8, 2019 Internal Audit 2.0: Paperless & Continuous Auditing Trends Does your current internal audit approach take advantage of electronic record keeping? Learn the benefits of upgrading your audit program … Read More
October 8, 2019 Increasing Restaurant Profit Margins With Streamlined Outsourced Accounting You know your restaurant must carefully manage expenses because of thin profit margins. All restaurants have this in common. However, … Read More
October 7, 2019 Avoid Excess Benefit Transactions And Keep Your Exempt Status Nonprofit board members who personally profit from decisions they’ve made or influenced risk the exempt status of their organizations. Learn … Read More
October 3, 2019 Nonprofit Financial Management: Streamlining Operations for Maximum Efficiency The founders of your organization recognized a pressing need, and their passion drove them to pursue support in your community … Read More
October 2, 2019 Take Advantage Of The Gift Tax Exclusion Rules With the annual federal gift tax exclusion, you can transfer substantial amounts free of gift taxes to your children and … Read More
October 1, 2019 Non Profit Salaries: Why Mission Matters When it Comes to Employee Satisfaction Whether you are a founder, board member, or managing director of a non-profit, you have the distinguished responsibility to ensure … Read More
October 1, 2019 Measuring Fair Value For Financial Reporting Does your business report any assets at fair value? Are these estimates reasonable? Here’s how a valuation specialist can help … Read More
September 26, 2019 Protecting Youth Sports Leagues From Fraud Sad but true: Volunteers sometimes steal from the youth sports leagues they’re supposed to be supporting. But there are steps … Read More
