Monthly Archives

August 2015

News
August 27, 2015

Accounting for Digital Assets in Your Estate Plan

If you die without addressing your digital assets (such as online bank and brokerage accounts) in your estate plan, your loved ones or other representatives may not be able to access them without going to…
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News
August 26, 2015

Don’t underestimate the tax impact of an acquisition

If your company wants to acquire another business, you’ll need to anticipate many challenges. To improve your odds of success, it’s important to devote resources to intensive tax planning before — and after — your…
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News
August 21, 2015

Protect Business Interests as Part of Your Personal Wealth Management Strategy

If you’re a business owner, your company is likely the biggest asset you own. As you carefully craft your personal wealth strategy, there are a wide variety of asset-protection strategies you should consider to help…
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News
August 12, 2015

ESOPs Remain an Intriguing Benefits Option

The employee stock ownership plan (ESOP) is hardly a new concept. But it remains an intriguing benefits option for many companies. An ESOP is a form of qualified retirement plan — specifically, a profit-sharing plan.…
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Summer 2015 Not-for-Profit Newsletter
August 6, 2015

Executive Sessions – What They Are and Why You Should Have Them

A private conversation among board members seems to fly in the face of the openness and transparency expected of today’s nonprofits. Managed appropriately, however, executive sessions are a vital part of the board process. An…
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Summer 2015 Not-for-Profit Newsletter
August 6, 2015

How to Perform Cloud Computing Due Diligence

Cloud computing makes sense for nonprofits on a variety of levels. While some have dipped a toe in the cloud computing waters with non-critical applications such as online publishing or project management, many nonprofits have…
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Summer 2015 Not-for-Profit Newsletter
August 6, 2015

Funding Matters – The Importance of Revenue Diversification

Nonprofits learned a critical lesson about the importance of revenue diversification during the global recession. Organizations that were dependent on just one or two funding sources found themselves fighting for their very survival. The lesson…
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News
August 6, 2015

6 Ways to Mitigate Uncertainty in Strategic Planning

To succeed at strategic planning, business owners must look to actively mitigate the many uncertainties under which every company operates. Here are six ways to do that: 1. Be curious. Identify the demographic, technological, cultural…
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