Services

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…

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

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…

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…

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…

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…

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…

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…