Evaluating an ESOP from a succession planning perspective If you’ve been in business for a while, you’ve probably considered many different employee benefits. One option that might have... Read More
How to share your nonprofit’s values and limit fraud losses Every two years, the Association of Certified Fraud Examiners releases its Report to the Nations, an occupational fraud study of for-profit... Read More
Inflation Reduction Act provisions of interest to small businesses The Inflation Reduction Act (IRA), signed into law by President Biden on August 16, contains many provisions related to climate, energy and... Read More
For a stronger nonprofit, increase the number of income streams Not-for-profits that rely on a single income source, or only a few, are vulnerable to economic shocks. The COVID-19 pandemic has made this ... Read More
Self-employed? Build a nest egg with a solo 401(k) plan Do you own a successful small business with no employees and want to set up a retirement plan? Or do you want to upgrade from a SIMPLE IRA ... Read More
Home sweet home: Do you qualify for office deductions? If you’re a business owner working from home or an entrepreneur with a home-based side gig, you may qualify for valuable home office ... Read More
Are your risk-management practices keeping up with the times? Risks abound in today’s uncertain marketplace. Nearly two-thirds of senior finance leaders said that the volume and complexity of cor... Read More
Key aspects of a successful wellness program Wellness programs have found a place in many companies’ health care benefits packages, but it hasn’t been easy. Because these p... Read More
Dangerous donations: Should your nonprofit risk bad publicity? No not-for-profit wants to turn down donations — particularly if they’re large. Nevertheless, you need to consider the source o... Read More
The kiddie tax: Does it affect your family? Many people wonder how they can save taxes by transferring assets into their children’s names. This tax strategy is called income shi... Read More
Evaluating an ESOP from a succession planning perspective
