Insights

Are your employees ignoring their 401(k)s?

For many businesses, offering employees a 401(k) plan is no longer an option — it’s a competitive...

Effective social media marketing calls for a measured approach

As companies increase their investments in social media marketing, many are seeking ways to make it...

Building an on-off switch into your estate plan

The right estate planning strategy for you likely is the one that will produce the greatest tax...

Deducting business meal expenses under today’s tax rules

In the course of operating your business, you probably spend time and money “wining and dining”...

Estate planning for single parents requires special considerations

Here’s a fast fact: The percentage of U.S. children who live with an unmarried parent has jumped...

Have you properly substantiated your 2018 charitable gifts?

Donating to charity is a key estate planning strategy for many people. It reduces the size of your...

Auditing cashless transactions

Like most businesses, you’ve probably experienced a significant increase in the number of customers...

Warning! 4 signs your nonprofit is in financial danger

Signs of financial distress in a not-for-profit can be subtle. But board members have a...

ESG issues: To report or not to report?

Securities and Exchange Commission (SEC) Chairman Jay Clayton recently said that public companies...

College financing may be an integral part of your estate plan

The staggering cost of college makes it critical for families to plan carefully for this major...