Newsletter
Big Choices When Deciding Where To Retire
About 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…
Back To School – 3 Little Lessons About Money
With 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…
What You Need to Know About Website Compliance and the ADA
Banks 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…
Measuring Fundraising Effectiveness
[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,…
“What Do I Do About Highly-Appreciated Assets and Gift Splitting?”
Dear 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…
Pennsylvania, Please Forgive Me
From 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…
Effectively Managing Fraud Risk Within Your Organization
Business 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.…
Failure to Plan Has a Price
I 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…
A Backup Plan for Family Business Owners & Their Successors
Owners 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…
Nonprofits Should Focus On Building Volunteerism As U.S. Volunteer Rates Continue To Decline
Each 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…