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April 29th News

Estate Planning for Family Business Owners

It may seem unusual to consider estate planning as part of business strategy, yet a well-designed plan can significantly impact tax outcomes and long-term legacy. Click through to learn how to thoughtfully address key issues from the outset.

ABLE Accounts: Right for You?

Need to pay for qualified disability-related expenses? Achieving a Better Life Experience accounts won’t affect your eligibility for government assistance programs. Click through to see how they work and whether they’re a good option for you.

You Belong Here: Creating a Workplace Culture of Inclusivity

All employees expect to be respected and valued by the companies they work for. To that end, you need a culture of inclusivity. Click through for the key strategies businesses are implementing to achieve this core value in the workplace.

The Costs of Owning a Home

Owning a home isn’t cheap. And the cost of homeownership continues to rise. However, that doesn’t mean that owning a home is not a solid investment for many. Click through to learn why homeownership is still a good bet.

April 1st News

Can You Buy Life Insurance for Your Parents?

Will you be responsible for paying for your parents’ funeral expenses after they die? Do you expect to inherit debt from a mortgage you and your parents cosigned? Click through to see how a life insurance plan for your parents can help.

From Compliance to Audits: What Good Payroll Records Deliver

As companies recruit globally and support more remote employees, payroll recordkeeping has grown more complicated. Click through to learn how to stay compliant while keeping payroll records organized and useful.

Are Children Still Dependents After They Turn 17?

Having children is expensive. But come tax time, young children provide you with a valuable tax credit. Unfortunately, that credit disappears once your kids turn 17. Or does it? Click through for more on taxes and older children.

Securing the Legacy of Your Small Business

Owning a small business adds complexity to estate planning. Deciding who will inherit your company — and what they’ll do with it — requires more than a standard will. Click through to learn how an estate plan can safeguard your business, protect your family and ensure your wishes are carried out.

March 4th News

Is It the IRS or a Scammer?

The IRS wants to help you protect yourself from identity thieves. To do so, it’s important to understand how the agency communicates. Click through to learn the difference between a legitimate message and a scam.

How To Secure Payroll Data

From confidential information to bank routing numbers and everything in between, it’s no wonder payroll security is highly protected. Click through to learn how biometric verification, data encryption and monitoring for suspicious activity can safeguard this information.

Survivorship Life Insurance: The Two-for-One Deal

Want to save money on life insurance while covering not only yourself but also a spouse or partner? Consider a survivorship life insurance policy, designed to provide life insurance benefits to two individuals on a single policy. Click through to see if this can work for you.

mployer Retirement Plans: Many Options

Businesses have been helping their employees with retirement funding for a long time, and today there are many ways to do this. Click through for an overview to help you decide which plans are right for your company, to help you attract and retain the best workers.

February 4th News

How Remote Work Complicates Compliance and Payroll

Hiring remote or hybrid workers can offer flexibility and access to talent, but it also introduces possible legal and financial risks. Click through to learn how to avoid payroll errors, compliance problems and fraud as your workforce becomes more geographically diverse.

How Taxes Can Affect Your Home Sale

Trying to figure out what you should do about any gains you earn from selling your home when tax time comes around? Click through to learn how to avoid a big tax bill based on IRS exemptions.

Investment Paradoxes Challenge Our Thinking

Ancient philosophers invented paradoxes as puzzles to sharpen their wits. Can a contradictory statement be true and false simultaneously? Click through to see how seemingly illogical situations can lead to investing success.

Empathetic Leadership in the Workplace

Companies have found that effective managers possess an all-too-often-overlooked but critical quality — being empathetic. Click through for ways your organization can support empathy to create an employee-focused work environment.