Services
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…
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…
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…
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…
Gifting Wisely
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…
Mercadien’s Ken Kamen Discusses Impact of Brexit Vote with Reuters
Mercadien Asset Management’s Ken Kamen talks with Bobbi Rebell about the impact of the Brexit vote on the financial markets, and what to watch after the vote this week. View…
How Does Your Board Stack Up?
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…
Tax Scams On The Rise – Identity Theft A Major Threat To Americans
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,…
Lisa Thouin Presents on Risk Management to Central NJ Financial Managers Society
The NY/NJ Chapter recently held the third of a planned series of three breakfast meetings designed specifically to enhance the professional development of financial decision makers at community banks in…
Prevent Fraud With Stronger Consumer Profiling
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…