Blog

Jake Kriegler | Jun. 28, 2019

Grading the Performance of Your Company’s Retirement Plan

Imagine giving your company’s retirement plan a report card. Would it earn straight A’s in preparing your participants for their…

Jackie Kennedy | Jun. 19, 2019

Tax Considerations When Selling Your Home

Spring and summer are the optimum seasons for selling a home. And interest rates are currently attractive, so buyers may…

Jake Kriegler | Apr. 10, 2019

Prevent Hackers From Wiping Out Your Employees’ 401(k) Accounts

News of commercial database hackings may seem commonplace in 2019. But while many of these stories focus on hacked bank…

Tom Margarit | Mar. 8, 2019

Using Knowledge Management to Develop Your Succession Plan

As the old saying goes, “Knowledge is power.” This certainly rings true in business, as those who best understand their…

Tom Hofstad | Feb. 27, 2019

Are Your Employees Ignoring Their 401(k)s?

For many businesses, offering employees a 401(k) plan is no longer an option — it’s a competitive necessity. But employees…

Nick Swedberg | Feb. 22, 2019

Keep Fraud Off Your Restaurant’s Menu

In the restaurant industry, where long hours and thin profit margins are the norm, owners and managers often lack the…

Ashley Sparks | Feb. 13, 2019

Using a Fraud Expert to Head Off Bad Mergers

Mergers and acquisitions are filled with risks, some of them unavoidable. But buyers can avoid risks associated with cooked books…

Barb Sawdy | Feb. 12, 2019

How Financial Statements Tell Your Story

Ask many entrepreneurs and small business owners to show you their financial statements and they’ll likely open a laptop and…

Chris Wittich | Jan. 21, 2019

Best or Worst Tax Season?

I think there is a strong chance that 10-20-30 years from now when we look back at the 2018 tax…

John Csargo | Jan. 2, 2019

Taxation of Employee Stock Options

Before we get too deep into this, it’s necessary to understand that there are two kinds of stock options, nonqualified…

John Csargo | Dec. 10, 2018

Succession Plans for Family Businesses

Those who run family-owned businesses often underestimate the need for a succession plan. After all, they say, we’re a family…

Randy Feld | Sep. 10, 2018

Valuation Issues in your Buy-Sell Agreement

Every business with more than one owner needs a buy-sell agreement to handle both expected and unexpected ownership changes. When…