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Advisory Articles

 

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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September/October 2020 Market and Economy Update

September/October 2020 Market and Economy Update

Posted by David Schlein on October 05, 2020

In this September/October video, Martin provides an update and recounts the top events that have affected the market and economy in the last several weeks.

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Monitor Overtime Pay for Your Remote Workers: DOL Guidance

Monitor Overtime Pay for Your Remote Workers: DOL Guidance

Posted by Kathleen Strobele on September 22, 2020

Employers already know they must pay non-exempt employees for every hour they work, however, when those employees work from home it's harder to keep track of those hours. The Department of Labor has just issued a “field assistance bulletin” to remind employers of what's required.

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FAQs on Employee Cafeteria Plans

FAQs on Employee Cafeteria Plans

Posted by Timothy Bubar on September 08, 2020

In this difficult environment, companies may consider cutting certain employee fringe benefits. Before you do so, you might want to think about offering a cafeteria plan that allows participants to choose only the benefits they need.

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Is Your Company in Compliance with Federal Anti-Discrimination Laws?

Is Your Company in Compliance with Federal Anti-Discrimination Laws?

Posted by Stephanie Wilkinson on September 02, 2020

As the COVID-19 pandemic continues, the Equal Opportunity Employment Commission (EEOC) is reminding employers that they're still prohibited from engaging in discriminatory practices covered by federal legislation.

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August 2020 Market and Economy Update

August 2020 Market and Economy Update

Posted by David Schlein on August 28, 2020

This August 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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Beware: Retirement Plan Loan Defaults Can Be Costly

Beware: Retirement Plan Loan Defaults Can Be Costly

Posted by Bryan Staniszewski on August 24, 2020

The COVID-19 pandemic has resulted in many people borrowing from their companies' qualified retirement plans. If economic fallout from the pandemic causes you to default on one of these loans, it will cause negative tax and retirement-saving consequences.

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A SLAT Can Reduce Risk If You’re Giving Away Substantial Wealth

A SLAT Can Reduce Risk If You’re Giving Away Substantial Wealth

Posted by Cheryl A. Jankowski on August 10, 2020

Today's increased gift and estate tax exemptions enable wealthy families to give away substantial wealth gift-tax-free, but they must act before the exemption amounts revert in 2026 to previous levels. 

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How to Avoid Penalties on Early Retirement Account Withdrawals

How to Avoid Penalties on Early Retirement Account Withdrawals

Posted by D’Marie Murray on August 10, 2020

The COVID-19 pandemic has resulted in many people borrowing from their companies' qualified retirement plans. If economic fallout from the pandemic causes you to default on one of these loans, it will cause negative tax and retirement-saving consequences.

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