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Advisory Articles

 

Are You Thinking About Selling Your Business?

Are You Thinking About Selling Your Business?

Posted by Johnathon Miles on February 18, 2021

During the COVID-19 pandemic, struggling business owners may be looking for an exit strategy, while tax rates are still taxpayer-friendly. The key to maximizing the sale price is preparing your business for sale.

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The Long-Term Impact of CARES Act Loans and Distributions on Retirement Savings

The Long-Term Impact of CARES Act Loans and Distributions on Retirement Savings

Posted by Bryan Staniszewski on February 18, 2021

The Coronavirus Aid, Relief, and Economic Security (CARES) Act allowed plan sponsors to relax loan and distribution rules in 2020, giving participants greater access to funds during the pandemic. These provisions were implemented to provide relief as many employees do not have adequate short-term savings.

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January/February 2021 Market and Economic Update

January/February 2021 Market and Economic Update

Posted by David Schlein on February 09, 2021

This January/February video provides an update and recounts the top events that have affected the market and economy in the last several weeks.

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Time to Take Another Look at Health Savings Accounts

Time to Take Another Look at Health Savings Accounts

Posted by Kathleen Strobele on January 15, 2021

If your company is thinking about switching to a high-deductible health plan to save money, consider adding a Health Savings Account (HSA) option. Similar to traditional IRAs, HSAs can offer tax breaks and other benefits to employers and employees.

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How to Value Donations of Private Stock

How to Value Donations of Private Stock

Posted by Douglas Sosnowski on January 15, 2021

Corporate stock is the favorite type of noncash charitable contribution, according to the IRS. Many of these donations are publicly traded stocks that are relatively easy to value, but donations of private business interests are typically more complicated.

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Protecting the Elderly from Con Artists

Protecting the Elderly from Con Artists

Posted by D’Marie Murray on January 14, 2021

Even in ordinary times, elderly Americans are vulnerable to con artists, who may be attracted by seniors' ample retirement funds and Social Security benefits, but COVID-19 has raised the threat as many elderly people have become isolated. 

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eBook: Payroll Shift – Nonprofits Trend Towards In-House Payroll

eBook: Payroll Shift – Nonprofits Trend Towards In-House Payroll

Posted by Jonathan Urban on January 04, 2021

One constant in our ever-changing world is the need to pay employees. In fact, payroll is one of the largest expenses most nonprofits encounter.

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Tax Implications of Holding Precious Metal Assets in Your IRA

Tax Implications of Holding Precious Metal Assets in Your IRA

Posted by Bryan Staniszewski on December 16, 2020

In today's uncertain investing climate, you might be thinking about diversifying your IRA portfolio to include some direct and indirect investments in gold, silver, and other precious metals. If so, what are the possible tax implications?

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When It Comes to Trusts, Silence May Be Golden

When It Comes to Trusts, Silence May Be Golden

Posted by Robert Ingrasci on December 15, 2020

“Silent” trusts limit the amount of information shared with beneficiaries. In some cases, they may even keep the existence of the trust a secret. This article explains how a silent trust can reduce disincentives for heirs to act irresponsibly or neglect their education or careers, but there are also several drawbacks to using this estate planning tool.

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Estimating Business Interruption Losses

Estimating Business Interruption Losses

Posted by Douglas Sosnowski on November 23, 2020

2020 has been a record year for natural disasters, including the California and Oregon wildfires, the Iowa derecho, and Hurricanes Laura and Sally. Businesses affected by these (and other) disasters may be eligible to recoup losses covered by business interruption insurance. Here's a look at what these policies cover and how financial experts can help you file a comprehensive claim.

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