Knowledge and Insights: Newsletters

Every organization needs internal controls to safeguard its assets, assure its accounting data is accurate and reliable, promote operational efficiency and encourage compliance with its prescribed policies and procedures. The…

A fundamental aspect of a successful business exit is assuring that your business has enough value to allow you to exit with financial security. This, coupled with wisely invested non-business…

Many business owners have mixed feelings about their banks and their banking representatives. They are unsure about whether they can be completely honest about their business without a negative impact…

Once again, banking compliance professionals are in full swing preparing for the new HMDA rules. This is the biggest change since the recent TRID rules that banks still are getting…

Do you get a little nervous when anyone talks about lobbying? What about advocacy? Do you know the difference between the two? There are many issues facing the nonprofit industry,…

I’ve been helping numerous clients work through recent challenges stemming from funders’ demands, many of which are changing an organization’s entire way of getting paid.  Take, as an example, a…

An early morning stop at the hospital to visit your parent and to catch the doctor on their morning rounds, a hurried arrival at work, making follow-up appointments for your…

Medicare Open Enrollment, also known as the Annual Enrollment Period (AEP), runs from October 15 through December 7 each year. During this time of year you can change your Part…

About 15% of people in households with incomes of more than $100,000 move to a new destination when they retire – While the majority of baby boomers choose to stay put…

With the kids headed back to school, let’s talk about some of the important skills they’ll need your help with to master. It’s important to already know the key points…