Have you named contingent beneficiaries?
Although your will or revocable trust governs the distribution of many or most [...]
Making funeral arrangements in advance can ease family turmoil after your death
It’s difficult for many people to think about their mortality, so it’s not [...]
With proper planning, a charitable remainder trust can replicate a “stretch” IRA
The “stretch” IRA generally no longer exists. But if you have a substantial [...]
Avoiding undue influence claims
A primary purpose of estate planning is to ensure that your wealth is [...]
Review your strategic plan … and look ahead
Business owners, year end is officially here. It may even be over by [...]
Business owners, do you need to step up your internal communications game?
They say we live in an on-demand world. Right now, many business owners [...]
3 specialized IT leadership positions for growing businesses
For many businesses, technology has changed from something they use to something they [...]
KPIs: What are they, and which ones count?
Management needs timely, accurate feedback to guide operating decisions, anticipate problems and take [...]
Reporting and managing inventory
Ineffective inventory management and reporting can result in bloated working capital and impaired [...]
Forms W-2, 1099-NEC and 1099-MISC Due Dates and Compliance Requirements
Happy New Year! As 2022 begins, it is time to begin preparing [...]