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September 24, 2020
How To Avoid Penalties On Early Retirement Account Withdrawls
Economic fallout from the COVID-19 crisis may cause some cash-strapped individuals to default on loans they've taken out from company qualified retirement plans, including 401(k) and profit-sharing plans. Defaulting on a plan loan will cause adverse tax and retirement-saving consequences.

September 23, 2020
IRS Announces Per Diem Rates For Business Travel

Do your employees travel for business within the continental United States? If so, be advised that the IRS recently released new per diem rates that will apply beginning on October 1st.

September 22, 2020
Can Investors Who Manage Their Portfolios Deduct Related Expenses?

Are you an investor or a trader? While trader status is difficult to achieve, if a taxpayer qualifies, he or she can deduct investment-related expenses.

September 16, 2020
Weighing The Risks Vs Rewards Of A Mezzanine Loan

Companies looking to grow in the near future may need working capital to do so. A mezzanine loan might be a viable source of such funds but be sure to read the fine print.

September 11, 2020
Estate Planning Pitfalls To Avoid
The first major estate planning pitfall is to fail to make a plan. But there are other mistakes that can trip you up and prevent your plan from meeting your objectives. This article looks at several pitfalls, including out-of-date beneficiary forms, improperly funded trusts and plans with uncoordinated components.

September 9, 2020
Priortize Customer Service Now More Than Ever

The COVID-19 crisis has put unprecedented pressure on businesses to provide customer service that’s friendly and flexible. Make sure yours is top-notch.

September 4, 2020
Five Branding Tips For Nonprofits
Just because your organization is a nonprofit, doesn't mean you can neglect branding activities — particularly in today's challenging environment. To help charities execute an effective branding strategy, this article provides five tips, including "carve out your own niche," "be engaging" and "lead the charge."

September 2, 2020
Should You Jump On The Made-In-America Bandwagon?
From job creation to reduced shipping costs and lead times, there are many compelling reasons to manufacture products in the United States. But this strategy isn't right for every business or every component of the production process. Here are some critical issues to consider before you use the Made-in-America label. 

September 1, 2020
Back-To-School Tax Breaks On The Books

Back to school in the COVID-19 era may mean remote learning for your college student. But parents may be able to take advantage of one of these tax breaks for their education expenses.

August 25, 2020
Will You Have To Pay Tax On Your Social Security Benefits?

After paying into Social Security for all your working years, you may be surprised to learn that the benefits may be taxed in retirement. Here are the rules.

COVID-19 Resource Center
Resources to hlp your people and organization navigate COVID-19 and get back on track.
COVID-19 Resource Center

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