Advisory & Consulting

Secret to Success: Fostering Innovation

October 16, 2017

Most business owners aim for continuing profitability and growth. One way to ensure this is to make innovation a priority. Approximately half of the nearly 2,800 small business owners responding to the April 2017 Allstate / USA Today Small Business Barometer say they’ve experimented with new business practices to provide their customers with additional goods…

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Assessing the Legal Risks of Brokerage Windows

May 24, 2016

Why limit plan participants’ investments to just a handful of managed funds when they can have an unlimited selection using a “brokerage window”? The answer might depend on the plan sponsor’s appetite for legal risk tolerance. This article reviews when it may make sense to offer a brokerage window in a 401(k) plan.

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Is It Time to Choose Housing Options for Mom and Dad?

May 17, 2016

There are numerous options available when it comes to senior housing. But, making a decision can be very difficult on all family members. This article can help families understand the options available.

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Your Employee Handbook – It May be Time for a Tune-up

April 14, 2016

An employee handbook provides information on many different aspects of an individual’s employment, from making vacation requests and going on maternity leave, to performance reviews and termination procedures. When a certain situation arises, knowing the rules prevents surprises, confusion and resentment on both sides of the table.

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Making the Most of Your Company’s Financial Statements

April 4, 2016

A company’s financial statements tells the story of the business’ financial position and economic performance. In addition, they can help uncover money management irregularities and fraudulent activity. This article looks at some of the intricacies of the balance sheet, income statement, and statement of cash flows. A sidebar notes the difference between the LIFO and FIFO inventory reporting methods.

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To Catch a Thief

March 22, 2016

Tax-related identity theft can occur in a number of ways. First of all, a thief may steal someone’s social security number, then file a tax return and fraudulently claim a refund. In fact, during the 2014 tax filing season, the IRS suspected and stopped more than 3.6 million returns filed by such identity thieves. A victim of tax-related identity theft should work with the IRS to help remove any fraudulent, inaccurate information from their account and ensure that their actual return is processed correctly. This article will explain how to do just that.

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