In late 2019, the first substantial legislation related to retirement savings since 2006 became law. The (SECURE) Act brings numerous changes to the retirement and estate planning landscape. Click here to learn about the most significant changes.
Businesses and fraud experts often face a long, arduous process when investigating any occupational fraud incident. You need a plan to prevent interference and facilitate the collection of evidence that can be used in court, if necessary. Click here to learn more.
The (SECURE) Act is the first significant retirement-related legislation in more than a dozen years. Here are some of the most important developments for employers, many of which took effect for plan years beginning after December 31, 2019.
If you’re starting to fret about your 2019 tax bill, there’s good news — you may still have time to reduce your liability. Three strategies are available that may help you cut your taxes before year-end. Click here to learn more!
Agency’s loan programs can sometimes be abused by con artists who know that many small business owners have little experience applying for financing and are, therefore, vulnerable to scams. Here’s what you should know.
Does your not-for-profit organization have a conflict-of-interest policy in place? Do your board members, trustees and key employees understand how the policy affects them? If not, you may have some work to do.
With its winter recess looming before it, Congress engaged in a flurry of activity. Most notably, it reached agreement on a massive government-wide spending package titled the Further Consolidated Appropriations Act, 2020.
If your not-for-profit suffers from a chronic volunteer shortage or has had to put off large projects for lack of helping hands, corporate volunteer partnerships can be beneficial. Click here to learn more.
An old rule of thumb says that about 20% of salespeople will make 80% of sales; in other words, everyone’s not going to be a superstar. To do so, focus on these three key traits of every successful salesperson.
If you aren’t already using a payroll service, consider hiring one. This can relieve you of the burden of withholding and paying the proper amounts, as well as handling the record keeping. Click here to learn more.
What if there was a type of trust that allowed you to support your favorite charity while potentially boosting cash flow, shrinking the size of your taxable estate, and reducing or deferring income taxes? Well... there is! Click here to learn more.
Robust internal audits help management correct operational issues quickly, which prevents money from being wasted and risks from spiraling out of control. If implemented correctly, paperless and continuous auditing can improve your company’s internal audit and oversight abilities while also reducing its costs. Click here to learn more!