Knowledge and Insights: Newsletters

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…

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…

Most of us are familiar with the concept that we can gift a certain amount of money to another person every year without gift tax consequences and that there is…

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…

The members of a board of directors collectively set the direction of an organization, steering it toward a better future by setting the tone that promotes sound and ethical legal…

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,…

When we hear the word fraud, our own personal ideas and experiences about it usually come to mind. An official definition of fraud as published by the Institute of Internal…

Begin With the Business Structure  Good governance starts with the initial organization (or reorganization) of a business. For the sake of simplicity, we’ll focus on governance issues in the context…

Every family business must transition control to the next generation someday. But will the next leader be another family member — or is there a better choice outside the family…

While not much these days shocks me, I am greatly disappointed when I learn that seemingly good organizations have gone off the rails.  As co-leader of Mercadien’s Nonprofit Services Group,…