Industries
“What Do I Do About Highly-Appreciated Assets and Gift Splitting?”
Dear Holly: I bought Apple at $1.50, now it’s trading at $150.50. I also own AT&T that my grandfather gave me in 1975. These holdings and many others reside in…
Pennsylvania, Please Forgive Me
From now until June 19, 2017, taxpayers have the opportunity to pay delinquent Pennsylvania state taxes owed – without penalty – through the 2017 Pennsylvania Tax Amnesty Program (the Amnesty…
Effectively Managing Fraud Risk Within Your Organization
Business owners may not want to believe that their employees, vendors and customers are capable of committing fraudulent acts against their companies, but it is a reality that all executives must face.…
Failure to Plan Has a Price
I never worry about action, but only about inaction. – Winston Churchill “I haven’t decided what I ultimately want to do with my business, when I want to exit, how…
A Backup Plan for Family Business Owners & Their Successors
Owners preparing for any type of exit find that circumstances can—and often do—change. Intergenerational business transfers are no exception. The twist in family business transfers is that owners should have…
Nonprofits Should Focus On Building Volunteerism As U.S. Volunteer Rates Continue To Decline
Each year the Corporation for National and Community Service (CNCS) teams up with the National Conference on Citizenship to conduct a Current Population Survey (CPS) that collects information on the…
Donor Advised Funds: Efficient and Effective Planned Charitable Giving
We have just completed the year-end rush of charitable giving and a barrage of requests from multiple organizations. How can we make this process more strategic and tax efficient? One…
National Financial Literacy Month Just Got More Exciting
Everyone knows there are certain things you just don’t discuss in polite company, right? It seems this month we need to recognize the taboo that no one even seems to…
Fighting Fraud in the School Yard
In the last decade, there were numerous reports of fraudulent acts committed by school officials, many resulting in criminal indictments and jail sentences for the perpetrators, as well as significant…
How CRA & HMDA Disclosures May Lend Help To Your Institution
It’s that time of year again, when financial institutions are working diligently to prepare and validate their Community Reinvestment Act (CRA) and Home Mortgage Disclosure Act (HMDA) filings prior to…