Education
Learn strategies that can help your business.

Valuable Gifts To Charity May Require An Appraisal
There are certain requirements if you donate valuable assets to charity. The penalty for failing to follow the rules is generally denial of the charitable deduction. Here are the requirements for obtaining an appraisal.

Matching Gifts Make Donations Twice As Sweet
When your nonprofit receives a donation, a matching gift makes it all the sweeter. Encourage donors to take advantage of company matching gifts or create your own matching pool. Here’s how.

Valuing Noncompetes In Business Combinations
Noncompete agreements can be valuable to a business, especially after a merger or acquisition. How valuable? That depends on the facts and circumstances of the deal.

CFO, Yes Or No? Here’s How To Decide
If your nonprofit’s budget is growing and your executives are struggling to juggle financial responsibilities, it may be time to hire a CFO. Learn about what these executives do and what to look for in a candidate.

4 Estate Planning Documents Your College-Aged Child Should Have
If you’re preparing to send your child to college this fall, now is the right time to create a basic estate plan with the help of an advisor.

What Are The Typical Steps In A DOL Audit?
For employers that sponsor an ERISA-compliant retirement or health care plan, a DOL audit is always a possibility. Here’s what to expect if it happens to you.

Checking In On Your Accounts Payable Processes
No matter how big or small the business, properly managing accounts payable is critical. Here are some fundamentals to review.

Add Estate Planning Flexibility With A Power Of Appointment
There are a variety of tools to build flexibility into an estate plan. A power of appointment is a provision that permits another person to determine how, when and to whom certain assets in the estate or trust will be distributed.

IRS Offers Tax Relief For Leave-Sharing Programs
Employers offering or considering leave-sharing programs related to the conflict in Ukraine should read up on recent IRS guidance about tax relief.

Simple Ways To Make Strategic Planning A Reality
Every business needs to regularly engage in productive strategic planning. But that’s easier said than done. Let’s take a step back and simplify.

Estate Planning And Business Succession Planning: The Lines Blur With A Family Business
Transferring a family business to the next generation requires a delicate balancing act.