Newsletters

Relief For Small Business Retirement Plan Filing Penalties

October 24, 2014

The Internal Revenue Service began a one-year pilot program last June to help small businesses with retirement plans that owe penalties for not filing reporting documents. By filing current and prior year forms during this pilot program, they can avoid penalties. The IRS is reaching out to certain small businesses that maintain retirement plans and…

Read More

Writing A Successful Business Profit Plan

October 24, 2014

Now more than ever, clients are reaching out to us for advice on how to create successful business plans that will consistently drive profits. Many thriving businesses begin with someone’s great idea for a product or service. While that first inspiration is critical to any successful company, it is also advisable to have a solid…

Read More

Paying for College? It’s Never Too Early or Late to Plan

October 16, 2014

As the weather turns cooler and leaves change color, we reflect back on the joys of summer vacation and look forward to next summer. Back-to-school brings the familiar routines of homework, school sports and other extracurricular activities. For parents of some high-school students, however, it also brings question- and decision-time about college: where to apply;…

Read More

Are You Subject to FATCA?

October 16, 2014

It’s a fact – FATCA is here. What is FATCA? How does it impact you or your company? If FATCA does apply, are you or your company compliant with its various requirements? These are just a few of the questions that individuals and companies must address as they relate to the provisions of FATCA, short…

Read More

Back to School Rules: School Year Resolutions

September 23, 2014

As the new school year begins, many students are looking hard for a part-time job to help defray school and personal expenses. With a primary focus on studies, they also need to invest some time planning their finances for the year, which, in turn, will help alleviate some stress. Whether you are in high school…

Read More

The U.S. Ranks Number Nine in Financial Literacy

September 23, 2014

The Organization for Economic Co-operation and Development (OECD) has released the statistics on the Program for International Student Assessment (PISA) which surveyed students in 18 countries on their knowledge and skills in dealing with financial issues. The OECD reports, “PISA included an assessment of students’ financial literacy – the first international survey of its kind….

Read More

Counting Down to Money$peak

September 23, 2014

This September throughout New Jersey, students go back to school after a summer of fun and sun. Everyone will excitedly settle in and receive their first assignments, but since 2010, the requirements have changed for public high school students. Now, in order to graduate, they must take a required half-year course in personal finance, as…

Read More

Data Analytics: A Valuable Investigative Tool

September 17, 2014

“Time is money” is an age-old expression deeply rooted in the lexicon of most individuals and businesses, especially those that derive their income by providing a service to others. In forensic and litigation support engagements, some of the most daunting tasks involve the procurement and analysis of large, disparate datasets. The ability to efficiently combine…

Read More

Tracking Data Theft By Thumb Drive

September 17, 2014

The theft of electronic information is rampant in today’s business world. It can be done by a disgruntled employee, a hacker looking to steal identities, or business partners looking to leave and start anew. USB devices are a convenient way to transfer files among colleagues, but they also serve as the primary means of data…

Read More

Reverse Mortgages: A Holistic Approach

July 29, 2014

The Home Equity Conversion Mortgage (HECM), aka reverse mortgage, is an extraordinary tool when utilized in the proper manner at the proper time for the proper individual.

Read More