Key Personnel

Is Your Payroll Service Provider Really Remitting Your Taxes?

At a recent client board meeting I was asked how an organization would know if their payroll service provider was remitting the payroll taxes on their behalf. In light of…

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Our Annual Business Plan – We Have One Too!

Well we did it again – we went to Washington to recharge, regroup and visit with our nonprofit peers to convene about top of mind subjects at the AICPA not…

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Lines of Defense – The Key Challenges in Integrating Control Activities

The current economic environment and significant risk events over the last few years have caused companies to maintain a renewed focus on the effectiveness of risk management. Substantial amounts have…

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Devise Your Exit Strategy – An Early Start Helps Ensure A Good Outcome

Every company owner needs an exit strategy — whether that involves transferring the business to family members or selling it to a management team or a third party. Regardless of…

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Preparing For The New Overtime Pay Rule

After much anticipation, the Department of Labor recently released a new rule that will change how employers compensate employees. Effective December 1, 2016, workers who earn above the previous threshold…

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Retirement Planning for the Self-Employed

Self-employed individuals are notoriously busy, but that does not mean that planning for retirement should be put on the back burner. A recent survey indicated that 70% of America’s 10…

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Mercadien’s Ken Kamen Discusses Impact of Brexit Vote with Reuters

Mercadien Asset Management’s Ken Kamen talks with Bobbi Rebell about the impact of the Brexit vote on the financial markets, and what to watch after the vote this week. View…

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What’s Your Organization’s Performance Score?

Nonprofits are facing a new challenge as many donors, regulators and ratings agencies now are looking for performance reporting to be provided to them; that is, financial measurements as well…

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Tax Scams On The Rise – Identity Theft A Major Threat To Americans

Most Americans filed their 2015 tax returns by the extended April 18th deadline this year and will do their best to forget about taxes until they’re due again in 2017. However,…

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Lisa Thouin Presents on Risk Management to Central NJ Financial Managers Society

The NY/NJ Chapter recently held the third of a planned series of three breakfast meetings designed specifically to enhance the professional development of financial decision makers at community banks in…

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