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News & Updates
Check your construction company’s vital signs with KPIs
Jul 25, 2023
|
Construction
When you go to the doctor, the first thing the medical staff likely does is check vital signs ...
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Moving Mom or Dad into a nursing home? 5 potential tax implications
Jul 25, 2023
|
Tax & Estate Planning
More than a million Americans live in nursing homes, according to various reports. If you have a parent ...
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Identifying and avoiding business valuation pitfalls
Jul 24, 2023
|
Valuations
Do-it-yourself business valuations and the use of unqualified financial experts can increase the odds of making an error, ...
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How to support your employees in substance abuse recovery
Jul 21, 2023
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Employer Benefits
The ongoing opioid crisis, along with rising mental health concerns following the pandemic, have put the U.S. workforce ...
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The time to make health care decisions is when you’re healthy
Jul 20, 2023
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Tax & Estate Planning
When it comes to estate planning, your ultimate goal likely is to provide for your family after your ...
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Nonprofits: Special events call for tax planning
Jul 19, 2023
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Non Profits
Tax reporting may be the last thing on your mind when planning a special fundraising event. But your not-for-profit ...
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Retirement account catch-up contributions can add up
Jul 18, 2023
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Tax & Estate Planning
If you’re age 50 or older, you can probably make extra “catch-up” contributions to your tax-favored retirement account(s). ...
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Can your manufacturing company benefit from ESG initiatives?
Jul 18, 2023
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Manufacturing
In today’s highly competitive market, manufacturers may want to consider adopting environmental, social and governance (ESG) initiatives. While ...
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Is a returnship program right for your organization?
Jul 14, 2023
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Employer Benefits
When looking at broad groups of employment candidates, many organizations tend to focus on young people just entering ...
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How to address your frequent flyer miles in your estate plan
Jul 13, 2023
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Tax & Estate Planning
If you’re a frequent traveler, you may have accumulated hundreds of thousands or even millions of frequent flyer ...
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Be smart when accepting cryptocurrency donations
Jul 12, 2023
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Non Profits
Several years ago, when cryptocurrency was still a novel concept, many not-for-profits chose not to accept crypto donations. ...
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Inheriting stock or other assets? You’ll receive a favorable “stepped-up basis”
Jul 12, 2023
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Tax & Estate Planning
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or ...
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