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Could A PEO Prune Your Employment-Related Hassles?

For business owners, employment-related hassles can sprout like weeds and quickly grow out of control. If you find yourself constantly getting tangled in a thicket of HR and payroll problems, a professional employment organization (PEO) might be just the gardener you need. Fewer burdens – As their name indicates, PEOs take on employment-related tasks such…

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Student Debt – A Growing National Crisis

Over 70 percent of Bachelor’s degree recipients need to borrow money to attend college – having racked up $1.3 trillion in student loan debt nationally. With the average debt being over $29,000 at graduation time, student debt is putting a major strain on the economy. NY Fed economist Rajashri Chakrabarti outlined the possible effect of…

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Holiday Saving Starts NOW

Summer was the time to get away, but now we’re back to school, college, and work. Before we know it, Thanksgiving will be over and the holidays will be nipping at our heels. The AICPA reports that 6 in 10 US adults report the year-end holiday season is their most stressful time of year. This…

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When Nonprofits are Taxed on Unrelated Business Income

While most nonprofits are operated primarily to be tax exempt, it doesn’t mean they won’t pay business income tax. When nonprofits generate income on unrelated activities, this can result in that

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Trends in Family Philanthropy

Whether you are a family foundation or a grant-seeker, we thought you would find some interest in these trends. Family foundation giving almost doubled between 2002 and 2013 and the number of foundations increased by 44% over this timeframe. This impressive growth can be attributed to three factors: An increase in the creation of family…

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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 recent press coverage about a municipality and other organizations whose payroll service providers did not remit the payroll taxes, it got me thinking about how…

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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 been spent on risk management activities and reorganizing companies to best manage risk in line with various frameworks and models. However, many companies now feel…

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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 the strategy you choose, the earlier you begin planning your exit, the smoother the transition will likely be. And if your ultimate goal is to…

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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 but below the new one will qualify to receive time-and-a-half for each hour they work surpassing 40 hours a week. An estimated 4.2 million salaried…

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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 million self-employed individuals are not saving regularly for retirement and 28% aren’t saving at all. It is well worth the time to explore the tax-advantaged…

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