05.28.15

Why Deal Structure Counts: Comparing and Contrasting Asset and Stock Deals
Kenneth Tornheim

The merger and acquisition market is picking up along with the performance of the manufacturing sector. This blog discusses how deal structure can have a major impact on expected cash flow and exposure to potential liabilities after the dust settles.

05.25.15

How Does Divorce Affect Social Security Retirement Benefits?
Frank L. Washelesky

One of the challenges of planning for retirement is that an unexpected event, such as divorce, can dramatically change your retirement income needs. If you were counting on your spouse’s social security benefits to provide some of your retirement income, what happens now that you are divorced? This blog examines the effects.

05.19.15

Are Your 401(k) Plan Administrative Fees Allocated Equally?
Stephanie Zaleski-Braatz

Most 401(k) plan participants should not bear a higher proportion of a qualified retirement plan’s administrative costs than others because of their investment choices. This blog notes that the numbers can be significant and discusses how to reasonably allocate fees.

05.15.15

Trade Associations and Political Activities – Is a PAC Right for You?
Barbara Miller

In order to serve its members by supporting certain political activities but not violate the Federal Election Campaign Act, a trade association might make contributions to the campaigns of political candidates and parties through Political Action Committees (PACs). This blog explores how they work.

04.28.15

Using an IC-DISC to Lower Taxes

Manufacturers and distributors who export products should consider the use of an interest charge domestic international sales corporation (IC-DISC) to reduce their tax burden. This blog answers some frequently asked questions about this strategy.

04.27.15

So You Inherited a Large Sum of Money… What’s Next?

According to a recent report by Accenture, approximately $30 trillion will pass from one generation to the next over the next 30 years. Baby boomers alone are starting to receive an estimated $8.4 trillion in inheritances from older generations. Could you be receiving a significant inheritance? If so, how do you plan on handling the fortune?

04.27.15

Depreciating Your Restaurant Assets

Are you maximizing your depreciation expense? You can take full advantage of these deductions by assigning the smallest allowable depreciable life to your restaurant assets. This blog highlights the basics of depreciating assets in certain categories.

04.23.15

For Good Referrals, Ask Good Questions

Bringing in quality new business is the goal of every law firm. The question is, how can a firm attract a steady stream of potential “A” clients without breaking its budget? This blog focuses on referral pipelines and the techniques law firms can use to develop and maintain them.

04.21.15

Ratio Revelations—What Expense Data Says About Your Spending Habits
Caitlin G. Gibbs

When a not-for-profit spends more money on administering itself than on its programs, it can find itself in trouble with watchdog groups and others. This blog will help you have a better understanding of what your not-for-profit can do to present yourself accurately.

04.19.15

Are You Offering a Roth 401(k) Plan Option Yet?

In a Roth 401(k) plan, participants make after-tax contributions to a qualified plan and receive tax-free distributions, provided the funds are in the plan for at least five years from the date of the initial Roth 401(k) plan contribution. Thus, while participants pay a tax on the income that was the source of the contribution, the earnings on the contributions are tax-free. This blog summarizes Roth 401(k) basics and provides support for implementing a Roth option into a 401(k) plan.