Newsletters
Big Choices When Deciding Where To Retire
September 18, 2017About 15% of people in households with incomes of more than $100,000 move to a new destination when they retire – While the majority of baby boomers choose to stay put when they retire, a growing number are deciding on a new location to spend their golden years. There are thousands of destinations to choose…
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Back To School – 3 Little Lessons About Money
September 18, 2017With the kids headed back to school, let’s talk about some of the important skills they’ll need your help with to master. It’s important to already know the key points you want to relay before taking on the teachable lessons. At each age, different lessons are the important ones; we all know a four-year-old isn’t…
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What You Need to Know About Website Compliance and the ADA
June 8, 2017Banks continue to receive demand letters from attorneys claiming that their websites are not compliant with the Americans with Disabilities Act (ADA) of 1990. Should you be worried? In this article, we will summarize the current situation on ADA so you can decide and prepare accordingly. Purpose of the ADA The ADA prohibits discrimination and…
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Measuring Fundraising Effectiveness
June 7, 2017[vc_row][vc_column][vc_column_text]While fundraising is a major activity for all nonprofits, it is especially vital for small organizations that rely on it as a major source of revenue. In today’s competitive landscape, possessing strong fundraising skills is vital to an organization’s success. While nonprofits have many things in common, a defined mission, an effective team, procedural integrity,…
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“What Do I Do About Highly-Appreciated Assets and Gift Splitting?”
May 23, 2017Dear Holly: I bought Apple at $1.50, now it’s trading at $150.50. I also own AT&T that my grandfather gave me in 1975. These holdings and many others reside in my portfolio. How can I maximize the use of these appreciated assets and minimize the income tax affect? Dear Reader: One way to take advantage…
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Pennsylvania, Please Forgive Me
May 23, 2017From now until June 19, 2017, taxpayers have the opportunity to pay delinquent Pennsylvania state taxes owed – without penalty – through the 2017 Pennsylvania Tax Amnesty Program (the Amnesty Program). Pennsylvania’s Tax Amnesty Program, established by Act 84 of 2016, ends on June 19, 2017. Individuals, businesses, and other entities with Pennsylvania tax delinquencies…
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Effectively Managing Fraud Risk Within Your Organization
May 9, 2017Business owners may not want to believe that their employees, vendors and customers are capable of committing fraudulent acts against their companies, but it is a reality that all executives must face. Although it would be naïve to think that any one solution will eliminate all fraud risks, proactive fraud risk assessments can be an effective tool…
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Failure to Plan Has a Price
April 18, 2017I never worry about action, but only about inaction. – Winston Churchill “I haven’t decided what I ultimately want to do with my business, when I want to exit, how much money I’ll need, or whom to sell to. So how can I plan my exit? Besides, I don’t want to exit right now.” If…
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A Backup Plan for Family Business Owners & Their Successors
April 18, 2017Owners preparing for any type of exit find that circumstances can—and often do—change. Intergenerational business transfers are no exception. The twist in family business transfers is that owners should have a backup plan not only for themselves, but for their successor as well. A Backup Plan For You. Let’s look at the most common causes…
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Nonprofits Should Focus On Building Volunteerism As U.S. Volunteer Rates Continue To Decline
April 12, 2017Each year the Corporation for National and Community Service (CNCS) teams up with the National Conference on Citizenship to conduct a Current Population Survey (CPS) that collects information on the frequency of volunteering and the characteristics of volunteers in the United States. Recent survey data confirms that the volunteer rate continues to decline among American…
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