A primary estate planning goal for most people is to hold on to as much of their wealth as possible to pass on to their children and other loved ones. The hybrid DAPT can add flexibility while offering maximum asset protection. To learn more, click here.
Borrowing isn’t just for businesses. Many not-for-profits borrow money for major capital purchases, new program funding and even to manage current cash flow. It’s important to understand that there are likely to be obstacles ahead. Click here to learn more.
Everyone needs to plan for retirement. As a business owner, you face a distinctive challenge in that you must save for your golden years while also creating, updating and eventually executing a succession plan. You can put the puzzle pieces together by answering these fundamental questions.
When you receive a personal gift from a friend or family member, you accept the gift and thank the person. The same isn’t always true of gifts given to your not-for-profit. Gifts should be examined and, possibly, refused. Click here for more details.
One of the primary goals of estate planning is to put in writing how you want your wealth distributed to loved ones after your death. But what if you’d like to use that wealth to help a family member in need while you’re still alive?
Many companies now offer Health Reimbursement Arrangements (HRAs) in conjunction with high-deductible health plans (HDHPs). HRAs offer some advantages over the perhaps better-known HDHP companion account, the Health Savings Account (HSA). Click here to learn more!
Like most business owners, you’ve probably been urged by industry experts and professional advisors to identify the most important key performance indicators (KPIs) for your company. A natural question that often follows is: Now what? The right technology has you covered. Click here to learn more.
When it comes to reducing fraud loss and duration, active detection methods (such as surprise audits or data monitoring) are far more effective than passive methods (such as confessions or notification by police). Yet many companies fail to use active methods to their full potential.
After insurance policies expire, many businesses just throw away the paper copies and delete the digital files. What happens if you need to produce evidence of certain kinds of insurance even after the coverage period has expired? For this reason, it’s best to take a long-term approach to certain types of policies.
Does your business market its products or services to other companies? If so, it’s critical to recognize the key differences between marketing to the public and business-to-business (B2B) marketing. Click here for helpful tips.
Background checks don’t inoculate companies against occupational fraud and other criminal acts by employees. After all, many thieves have never been caught and, therefore, have no criminal background. For help detecting and preventing fraud, click here.
You may have heard about a proposal in Washington to cut the taxes paid on investments by indexing capital gains to inflation. Under the proposal, the purchase price of assets would be adjusted so that no tax is paid on the appreciation due to inflation. Click here to learn more.
If you’re a volunteer who works for charity, you may be entitled to some tax breaks if you itemize deductions on your tax return. Unfortunately, they may not amount to as much as you think your generosity is worth. Click here to learn more.
Companies may work hard to prevent outsiders from infiltrating their organizations, yet the greater danger is generally internal. Here’s how to identify your business’s corporate espionage vulnerabilities and prevent employees from taking advantage of them.