Employers: Beware of payroll tax errors

Many employers rightly proclaim that their employees are their most valuable assets. If this holds true for your ...
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Does Your Portfolio Feel Like Groundhog Day All Over Again?

By: Jay Lucas Whether or not Punxsutawney Phil or General Beauregard Lee predicts an extended Winter or an ...
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Encouraging charitable donors to include you in their estate plans

Even if current donations are your not-for-profit’s bread and butter, you can’t afford to neglect planned, legacy or ...
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Is it time to review your beneficiary designations?

A will or revocable trust may form the core of your estate plan, but for many people, a ...
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Manufacturers: Don’t turn a blind eye to occupational fraud

Occupational fraud — that is, fraud committed by employees — is a significant problem for all businesses. According ...
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If you gave to charity in 2023, check to see that you have substantiation

Did you donate to charity last year? Acknowledgment letters from the charities you gave to may have already ...
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4 good reasons to turn down an inheritance

Most people are happy to receive an inheritance. But there may be situations when you might not want ...
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How blockchain could work for construction companies

As cryptocurrency-based investments grow in the public consciousness, blockchain is becoming an increasingly hot topic in many industries. ...
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IRAs: Build a tax-favored retirement nest egg

Although traditional IRAs and Roth IRAs have been around for decades, the rules involved have changed many times. ...
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Why uncertainty calls for a more flexible budget

Economic, social and political events in 2024 have the potential to negatively influence your not-for-profit’s budget. So if ...
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A power of attorney is a critical component of an effective estate plan

While much of your estate plan focuses on actions that take place after death, it’s equally important to ...
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There’s a New Threshold for Electronically Filing Information Returns

Does your business file 10 or more information returns with the IRS? If so, you must now file ...
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