July 26, 2019 Should You Revise Your Nonprofit’s Bylaws? Even if your nonprofit’s bylaws are outdated, you can’t just start revising them. First, you need to ensure you have … Read More
July 26, 2019 Participant Corner: Summer Homework For Participants This month’s employee memo gives participants “Summer Homework” encouraging them to do routine checks on their plan details to ensure … Read More
July 26, 2019 Attention: Accounting Rules Delays in the Works Several major accounting rules have been updated in recent years. Some changes are taking a lot more time and effort … Read More
July 25, 2019 Not Just for Seniors: When to Buy Life Insurance No one really loves to discuss life insurance except perhaps, well, insurance brokers. The subject alone inherently addresses end-of-life issues … Read More
July 23, 2019 How to Utilize Net Unrealized Appreciation in Your Tax and Investment Strategy Actively managing your tax liability year after year is a major factor in successful investing and should be a key … Read More
July 22, 2019 Why Do Companies Restate Financial Results? Lenders and investors count on the accuracy of your company’s financial statements, so a restatement may raise a red flag. … Read More
July 22, 2019 The SECURE Act It’s no secret that Americans are not saving enough for retirement. The U.S. Government Accountability Office (GAO) recently reported that … Read More
July 19, 2019 Protect Your Nonprofit From Occupational Fraud Threats Most nonprofits have occupational fraud risks particular to charities. But strong internal controls and other measures can help prevent your … Read More
July 19, 2019 529s vs ESAs: Exploring College Savings Plans It’s no secret that the cost of a college education has skyrocketed, and that more and more individuals are incurring … Read More
July 17, 2019 Summer Homework for Fiduciaries Many fiduciaries are unaware of their fiduciary responsibilities or do not understand them. As you contemplate these important questions while … Read More
July 17, 2019 Volunteering For Charity: Do You Get A Tax Break? Do you spend time volunteering for charity? While you can’t deduct the value of your time, you may be able … Read More
July 16, 2019 The FIRE Movement: What “Financial Independence, Retire Early” Means for Young Investors When the Great Recession hit in 2008, Millennials in particular witnessed first-hand the turmoil it wreaked on the economy and … Read More
