Employers: Are you welcoming employees back to the office while also considering a COVID testing/vax program? Here’s a look at the ERISA implications.

Your beneficiary designations and jointly held assets can wreak havoc if you don’t coordinate them carefully with the rest of your estate plan.

Business transactions with related parties — such as friends, relatives, parent companies, subsidiaries and affiliated entities — may sometimes happen

As a company grows, it can be difficult for the business owner to quantify and analyze every staff member’s performance. A 360-degree feedback program can provide perspective.

For the most part, property you inherit isn’t included in your income for tax purposes. However, certain items may have to be included in your income, although you may also be entitled to a deduction on account of them

Employers that provide employees with cell phones, or reimburse workers for phone costs, should determine whether and how tax-related fringe benefit rules apply. Details here.

Dell, H.J. Heinz, Dunkin’ and many other companies have delisted from the public markets in recent years. Is it time for your company to say goodbye to Wall Street?

A defined-value gift may be right for you if you’re transferring hard-to-value assets. However, to pass muster with the IRS, precise language must be used in the transfer document.

For businesses, high turnover in the sales department might seem inevitable. But giving your sellers a little extra attention can pay off in stronger loyalty and a more stable salesforce.

Is your nonprofit’s current strategic plan uninspiring? Does it prevent you from leveraging current opportunities? Real-time strategic planning enables organizations to capitalize on their competitive advantages.

Time to replace old software?

Bartering is the oldest form of trade and the internet has made it easier to engage with other businesses. It’s especially popular during tough economic times. But if you trade goods or services, be aware of the tax consequences.