08.17.22

Greening Your Projects Can Bring In More Green
Justin L. Sylvan

Whether you are developing commercial or residential projects, tenants and future owners are increasingly prioritizing environmentally-friendly features. Businesses with a strong focus on corporate social responsibility are increasingly expecting a better indoor environment, lower operating costs and enhanced market value for their spaces. To avoid falling behind the competition, you need to stay on top […]

08.16.22

Tax Compliance: Understanding Tax Issues With Auctions

Auctions can be an effective way to raise funds at your not-for-profit organization’s fundraising events. However, preparing for an auction involves more than fun and games. Here are some suggestions that can help ensure that your organization does not run afoul of tax requirements. Related Read: Holding an Auction? Be Sure to Comply Acknowledge donated items […]

08.10.22

Trusts – What Is the Hype?
Tanya Gierut

Whether you are trying to protect your assets from possible creditors, prevent young heirs from spending their inheritance or minimize estate taxes, there is likely a trust for you. Here are several strategies that can help you achieve your estate planning goals. Protecting assets from creditors A trust can be a great way to protect […]

08.08.22

Why Attorneys’ Financial Wellness Matters for Law Firms
Joy A. Long

In the midst of the continuing economic uncertainty, even affluent attorneys that are free of student debt have voiced concerns about their financial stability and retirement readiness. Law firms that listen and respond to their worries can gain valuable competitive advantages.  Financial Stress is Widespread Among Attorneys A 2021 American Bar Association (ABA) survey of […]

07.29.22

Restaurant Revitalization Fund: How to Report Your Expenditures
James Pellino

If your business had the good fortune to receive a tax-free grant from the Restaurant Revitalization Fund (RRF), you are probably aware that the funds must be used for eligible expenses during the “covered period.” Generally, recipients must use the funds by March 11, 2023, for eligible expenses incurred from February 15, 2020, through March […]

07.28.22

Your Investment Strategy: Active, Passive or Both?
Christopher Georgiou

Stock market volatility during the last couple of years has reignited a long-running debate over active versus passive investing. Both strategies have supporters and critics and many experts advocate combining both approaches in a portfolio. As with most investment choices, the right strategy for you will depend on several factors, including your financial goals, investment […]

07.25.22

DOL Alert: Proposed Regulation on Environmental, Social and Governance Investing and Shareholder Rights

The Department of Labor (DOL) is preparing to finalize a proposed rule that changes the way environmental, social and governance (ESG) factors are viewed in a plan sponsor’s investment process and proxy voting methods. The proposal, which was issued in October 2021, aims to help plan sponsors understand their responsibilities when investing in ESG strategies […]

07.15.22

Developing Your Practice
Kevin Omahen

What are you looking for? Physicians are constantly juggling three aspects of their life: Professional, personal and social. Understanding what your priorities are and what you are willing to sacrifice is a key element when considering growth in your practice. If you grow your medical practice will you be willing to sacrifice personal time to […]

07.14.22

Data Analytics: Using Technology To Meet Your Organization’s Goals
James Quaid

In today’s technologically advanced world, data rules. But simply having highly relevant information will be of little use if your board of directors, management and staff do not know what to do with it. So how can your organization harness the power of data? You can use it in day-to-day decision-making and strategic planning. You […]

07.13.22

How Professional Services Organizations Can Protect Themselves Against Rising Cyber Risk

Cybersecurity has long been an important area for professional services companies to address, but the work environment since the COVID-19 pandemic has provided even more opportunities for cybercriminals. Amid the widespread shift to remote and hybrid workplaces, there are more vulnerabilities than ever to exploit. Companies in law, architecture, engineering, public relations and other professional […]