Knowledge and Insights: Newsletters
What is Love?
After surviving Valentine’s Day now is a great time to talk about love and money especially if you spent more than you should have on February 14th. In 2015, Valentine’s…
Financial Literacy Month is Coming: Are You Ready?
In an age where few things are still taboo topics, we need to recognize how life-changing it can be to talk about and learn about money. In 2004, Resolution 316…
Congress Passes the PATH Act of 2015 and Makes Changes to Social Security in the Final Quarter of 2015
Keeping year-end tax planning interesting right up until the end, Congress acted in late December to pass The Protecting Americans from Tax Hikes (PATH) Act of 2015. This bill addresses…
Managing New Year’s Resolutions – A Financial Perspective
Happy New Year! As you celebrated the end of 2015 and start of 2016, you probably spent a few moments reflecting on where life has brought you and envisioning where…
Mercadien Foundation’s $martWorkplace Roundtable Energizes Community Leaders
We all need better ways to connect with and understand financial information; luckily, big change is underway. The Mercadien Foundation sponsored a roundtable discussion at its office in early February…
Properly Allocate Your Combined Business & Vacation Travel Expenses
If you go on a business trip within the U.S. and add on some vacation days, you know you can deduct some of your expenses. The question is how much.…
How Buy-Sell Agreements Can Ensure Continuity
If you own a closely held business with at least one other partner, certain steps can be taken to guard against business disruption if you or the partner unexpectedly dies…
The Latest Cyber Security Risks and Developments Affect Public Entities
Technological security is not only increasingly important today, but also undergoing a directional shift due to the prevalence and ingenuity of cyber-hackings. The true statistics about these are more alarming than may be…
Nonprofits Should Assess Cyber Security Risks and Preparedness
Technological security is the first hot topic in our new series, introduced last issue, on the major trends affecting the nonprofit sector. Not only is the topic increasingly important to nearly…
Migration to EMV Chip Card Technology and Your Nonprofit
If your nonprofit organization receives reimbursement for services through credit card payments, you need to understand how these changes will impact you. U.S. credit card companies are making the transition…