Privately-held business owners might need appraisals of their interests for many reasons, including: Strategic planning, Mergers, acquisitions and shareholder buy-ins (or...
Business Valuations Are Not Commodities
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Business Strategies
Updating Your Workplace Drug Use Policy and Enforcement Strategies
Several recent trends are causing some employers to revise their drug use policies. Here are some issues to consider to help ensure your company's strategy is effective and...
Should You Switch Your Business to C Corporation Status?
Thanks to the Tax Cuts and Jobs Act (TCJA), the federal income tax rate on C corporations is now a flat 21%, for tax years beginning in 2018 and beyond. Under prior law, C...
Capture the Intellectual Property of Retiring Employees
How many Baby Boomer employees (those born between 1946 and 1964) will be leaving your organization in the next five years? When retiring employees clear out their desks and walk...
Beware of Deductions Claimed for Certain Business Expenses
To be deductible, a business expense must be both ordinary and necessary. An ordinary expense is one that is common and accepted in your field of business. A necessary expense is...
Employers: Consider Telemedicine and Make Sure Employees Use It
Telemedicine continues to change the way that medical professionals and patients interact. In a survey by the Mercer consulting firm, nearly three-quarters of employers with at...
An All-Weather Portfolio
While everyone can agree that asset allocation is an important part of an investment strategy, not everyone is willing to employ it. Many investors would rather spend the bulk of...
Know the Rules Before Checking Employee Medical Records
When employees request time off under the Family and Medical Leave Act (FMLA), employers need to tread carefully. The FMLA can be a minefield in several ways, including how to...
Navigating the New Qualified Business Income Deduction
The tax reform legislation that Congress signed into law on December 22, 2017 was the largest change to the tax system in over 3 decades. The new tax code contains many...
Streamlining Fundraising Licensure Through a Single Portal Initiative
Nonprofit finance professionals often identify compliance as a significant burden that has become costlier over time, especially within the past two to three years. Ensuring...