03.12.15

The FAQs of Fiscal Sponsorship

An organization may be too new — or too small — to have obtained its tax-exempt status. Or, if it is well-established, it may have an opportunity to expand its programs by joining forces with a smaller or newer organization. In either case, fiscal sponsorship might be worth considering. This blog answers some questions about this special relationship, including how the arrangement works and possible pros and cons for the sponsor.

03.10.15

Understanding Bonds: What Do Your Plan Participants Know?
James Quaid

Bonds have a place in retirement portfolios. However, recent research suggests that many 401(k) plan participants may have some misperceptions about what that place is — and how bonds perform under various market conditions. This blog reviews the research and suggests that taking the pulse of your 401(k) participants might be a prudent thing to do.

03.05.15

Is a Credit Tenant Lease Right for Me?

Credit tenant lease (CTL) financing is gaining popularity as a way for owners and developers to leverage the rental stream from a single-tenant property. However, like most forms of financing, these arrangements have their risks as well as some potential advantages. This blog explains how CTL financing works and its many appealing features as well as a possible risk.

03.04.15

Wrapping up a Gift Acceptance Policy
James Quaid

Having a gift acceptance policy to refer to and using it to decide if you should accept a donation is important to your organization’s financial position as well as to its reputation. This blog discusses the elements of a good gift acceptance policy and the particular considerations that may be involved with different kinds of gifts.

02.18.15

Do You Have Digital Assets Included in Your Estate?
Thomas Kosinski

If you are reviewing your estate planning or helping a friend or family manage their estate, there are many helpful options for managing the assets of an estate. This blog examines the increasing presence of digital assets in estates and how to manage them.

02.17.15

Minimize the Risk of Being Sued – Understand Employment Law

Every physician practice group is subject to regulations imposed on them by federal and state employment laws. Several issues have become the focus of recent enforcement activities against health care employers, but there are techniques physician practices can use to protect themselves. This blog looks at ways to deal with wage and hour issues, leave of absence policies, pregnancy discrimination and criminal records.

02.16.15

Wage Increases: Look Before You Leap
Brandon W. Vahl

A recent Gallup poll shows that roughly three-quarters of Americans support a minimum wage increase. Factories and warehouses tend to employ a large number of entry-level and low-wage workers. If you are considering a wage increase for your hourly workers, this blog offers some important questions to factor into your decision.

02.09.15

Tax Extenders 2014 – What’s in it for Your Restaurant?

As 2014 came to an end, restaurant businesses everywhere waited on several tax breaks that can be beneficial on their 2014 tax returns. This blog highlights some of the tax extenders that could provide tax relief on your 2014 tax return.

02.05.15

Does My Law Firm Need Malpractice Insurance?

Because the cost of fighting a malpractice claim is generally higher than the cost of malpractice insurance premiums, many law firms buy coverage. Unfortunately, firms tend to set their policies aside to gather dust. This can spell financial disaster when a claim arises and coverage is inadequate. This blog looks at two types of malpractice insurance policies and how to choose the best provider.

02.03.15

Examine your TDFs’ Glide Paths to Ensure Suitability
James Pellino

Retirement plan fiduciaries generally are absolved from liability with respect to plan participants’ selection of investments in plans that offer multiple investment choices with various levels of risk. This includes target date funds (TDFs). This blog discusses TDF basics and why fiduciaries must still act prudently in selecting them.