Services
Tips for Complying With New HMDA Rules
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…
The Tax Cuts and Jobs Act
On November 2, 2017, the U.S. House of Representatives Ways and Means Committee released a comprehensive tax reform bill called the “Tax Cuts and Jobs Act.” The bill has a…
Does Your Human Service Provider Agency Have a Sustainable Business Model?
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…
The Sandwich Generation
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
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…
The Equifax Data Breach – What to Do
On September 7, 2017, Equifax, one of the three main credit reporting agencies, announced a massive data security breach that exposed vital personal identification data— including names, addresses, birthdates, and…
What You Need to Know About Website Compliance and the ADA
Banks continue to receive demand letters from attorneys claiming that their websites are not compliant with the Americans with Disabilities Act (ADA) of 1990. Should you be worried? In this…
“What Do I Do About Highly-Appreciated Assets and Gift Splitting?”
Dear Holly: I bought Apple at $1.50, now it’s trading at $150.50. I also own AT&T that my grandfather gave me in 1975. These holdings and many others reside in…
Pennsylvania, Please Forgive Me
From now until June 19, 2017, taxpayers have the opportunity to pay delinquent Pennsylvania state taxes owed – without penalty – through the 2017 Pennsylvania Tax Amnesty Program (the Amnesty…
Effectively Managing Fraud Risk Within Your Organization
Business owners may not want to believe that their employees, vendors and customers are capable of committing fraudulent acts against their companies, but it is a reality that all executives must face.…