Advisory & Consulting

How Family-owned Businesses Can Benefit from an Advisory Board

June 19, 2014

All businesses can benefit from outside advice. It can be especially valuable to family-owned businesses, which tend to be more insular. In many cases, management is made up of family members who’ve worked in the business for decades. In addition, family dynamics can create conflicts that are difficult to resolve when all of the players…

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Will Your Employees Have Enough to Retire?

May 12, 2014

A 2013 Natixis Global Asset Management survey confirms that American investors are confident about their financial prospects. However, they may be underestimating their retirement income needs. What can plan sponsors do to help their employees? Let’s take a look at the survey numbers and then review some action steps. Survey Says According to the survey,…

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Six Ways to Survive An IRS Audit

March 18, 2014

The chances that an IRS agent will come calling with news that your tax return was selected for an audit are mercifully low. Overall, about 1% of individual tax returns are audited each year, according to the 2012 Internal Revenue Service Data Book. Of those, about three-quarters are correspondence audits that are handled by exchanging…

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