Category: Newsletters

Every not-for-profit develops a culture over time, often defining the organization. However, even if your group's been successful in the past, a change in culture could be a change for the better.   Warning Signs Read More

IRS Revenue Ruling 59-60 is an essential building block of modern appraisal practice. It identifies "the condition and outlook of the specific industry" as one of the factors to consider when valuing a private business. Read More

A good salesperson is usually able to get to the negotiating table. Once there, however, it takes a great salesperson to close the deal. The difference often comes down to an ability to negotiate skillfully. Read More

Estate planning isn't just for the rich and famous. Many people mistakenly think that they don't need an estate plan anymore because of the latest tax law changes. While it's true that the Tax Cuts Read More

In today's electronic age when businesses look for new ways to improve profit, we sometimes forget that simple, time-honored gestures often work best. And it takes only two words: Thank You! Writing thank you notes Read More

Chances are, you have some great ideas on ways to increase profits at your company. But it takes more than ideas to make progress. It takes specific goals and a plan that will put feet Read More

Five Rules That Open the Gates Chances are, you've lost a sale that you thought was in the bag. It happens. The way to improve the odds of success is to learn and follow the Read More

The SSA explains that it's seeking to reconcile discrepancies between the names and Social Security Numbers (SSNs) it has on file with the names and SSNs that employers report. The purpose isn't to support enforcement Read More

Reducing your current-year adjusted gross income (AGI) is usually a tax-smart idea. Here are ten tax planning strategies to reduce your AGI (and modified AGI) over the short and long run.   Closeup on AGI Read More

The U.S. Department of Labor (DOL) has issued the long-anticipated final version of its overtime eligibility rules. The changes will take effect on January 1, 2020. As a result, the DOL estimates that 1.3 million Read More