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Advisory Articles

 

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 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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Buy-Sells Help Business Owners Prepare for the Unexpected

Buy-Sells Help Business Owners Prepare for the Unexpected

Posted by Douglas Sosnowski on October 07, 2020

The COVID-19 crisis has brought significant uncertainty. A buy-sell agreement can steady a company in uncertain times, and valuation considerations play an integral role in effective agreements.

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Offer FSAs to Employees? You May Need to Act Before Year-End

Offer FSAs to Employees? You May Need to Act Before Year-End

Posted by Kathleen Strobele on October 07, 2020

If you offer employees FSAs, it's important to keep abreast of the latest changes, including those made by the CARES Act.

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