{title} icon

Advisory Articles

 

Top 10 Internal Controls to Mitigate Cybersecurity Risks in the Family Office

Top 10 Internal Controls to Mitigate Cybersecurity Risks in the Family Office

Posted by Jill Johnson on September 19, 2019

Cybersecurity risks do not just affect corporations and government entities but can be a common and very present danger to family offices and small businesses alike.

> Read More
Claiming Your Parent as a Dependent

Claiming Your Parent as a Dependent

Posted by D’Marie Murray on September 13, 2019

If you pay over half the cost of supporting a parent, he or she is considered your dependent for federal income tax purposes — which may qualify you to some significant tax breaks.

> Read More
Taxes and Long Term Care Insurance – What Your Need to Know

Taxes and Long Term Care Insurance – What Your Need to Know

Posted by Bryan Staniszewski on September 12, 2019

If you or a loved one needs long-term care, consider purchasing a long-term care (LTC) insurance policy. As a bonus, qualified LTC policies may deliver some tax breaks.

> Read More
Tips for Picking the Right Nursing Home Facility

Tips for Picking the Right Nursing Home Facility

Posted by Jeffrey Budzinski on September 03, 2019

Do you have a loved one — perhaps an elderly father or mother — who may soon need extended nursing care? Moving a relative into a long-term care facility can be a costly proposition, but there's more to consider than just the price tag.

> Read More
Navigating a Global Expansion

Navigating a Global Expansion

Posted by Amanda Mooney on September 02, 2019

Is your business part of the global economy? If not, it may be losing out on some revenue- and value-building opportunities.

> Read More
Changing Jobs? What Will Become of Your 401(k) Balance?

Changing Jobs? What Will Become of Your 401(k) Balance?

Posted by Bryan Staniszewski on August 29, 2019

Most private-sector employers put you in the driver's seat when it comes to saving for retirement. You might prefer the flexibility of rolling over your accumulated retirement savings into an IRA. This choice assumes, however, that your next employer's 401(k) plan allows you to move money into it from another 401(k) plan.

> Read More
Uncertain Tax Position Disclosures: Is Your Organization in Compliance?

Uncertain Tax Position Disclosures: Is Your Organization in Compliance?

Posted by Donna Gonser on August 16, 2019

As a not-for-profit, tax-exempt organization, you might think the subject of “uncertain tax positions” (UTPs) doesn't apply to you. Think again.

> Read More
Another Massive Data Breach: How to Help Protect Yourself

Another Massive Data Breach: How to Help Protect Yourself

Posted by Jill Johnson on August 15, 2019

The news of another massive online data breach may make you feel powerless to safeguard your financial privacy, but you can take some concrete steps to protect yourself in the aftermath of the recent Capital One case, as well as other breaches.

> Read More
Beneficiaries Learn a Lesson About Paying Estate Taxes

Beneficiaries Learn a Lesson About Paying Estate Taxes

Posted by D’Marie Murray on June 27, 2019

Beneficiaries of a South Dakota estate failed to make a payment when submitting a federal estate tax return — and again failed to pay when the IRS subsequently notified them of additional assessments. The IRS sued. In U.S. v. Ringling (2017), a district court reviewed the facts and ultimately granted the IRS's summary judgment motion.

> Read More
Nonprofit Heart, Business Mindset: The Business of Impact

Nonprofit Heart, Business Mindset: The Business of Impact

Posted by Donna Gonser on June 26, 2019

Are the words “nonprofit” and “business” completely at odds?

> Read More
Page 1 of 3 pages  1 2 3 > 
SIGN UP TO RECEIVE OUR LATEST ARTICLES, NEWSLETTERS, AND EVENTS. SIGN UP

Comprehensive. Proactive. Accessible.
How Can We Help?