Select Page
Nonprofits: How To Invest In An Investment Advisor

Nonprofits: How To Invest In An Investment Advisor

You may think that only large, well-endowed not-for-profits require the advice of an investment manager. But even smaller nonprofits with modest endowments — particularly smaller nonprofits that don’t have in-house financial expertise — can benefit from...
IRS Issues New TCJA Guidance For Businesses

IRS Issues New TCJA Guidance For Businesses

The Tax Cuts and Jobs Act (TCJA) created a new general business tax credit for certain businesses that grant their qualifying employees paid family and medical leave in 2018 and 2019. The IRS now has released Notice 2018-71, which addresses several related issues,...

Consider an ESOP When Succession Planning

When business owners think about succession planning, they often picture selling to a competitor, a private equity firm or their management team. But there’s also a lesser-known option that can ensure business continuity while reaping tax benefits and motivating loyal...
Do NOT follow this link or you will be banned from the site!
Contact Us
close slider

GET IN TOUCH

Would you like to contact us? Just submit your details and we’ll be in touch shortly.