Taking a long-term approach to certain insurance documentation
After insurance policies expire, many businesses just throw away the paper copies and delete the digital files. But you may need to produce evidence of certain kinds of insurance even after the coverage period has expired.
Employee pickup of SPDs isn’t a good idea
Many organizations have employees who become eligible for benefits during their employment. At such time, the employer must provide them with a summary plan description (SPD) of any health benefits plan (or retirement plan) covered by the Employee Retirement Income Security Act (ERISA).
Attention: Accounting rule delays in the works
On July 17, the Financial Accounting Standards Board (FASB) voted to issue a proposal that would delay several landmark accounting rules for certain companies.
R&E with Angi: Who can take the R & E Credit?
A question we are often asked is, “can my business or industry take the R & E Credit?” In most cases, the answer is “yes, if you have qualifying activities, you can certainly claim the credit no matter what industry you are in.”
Naming a trustee may be one of the most important decisions of your life
When it comes to estate planning, trusts are appealing for many reasons. They can enable you to hold and transfer assets for beneficiaries, avoid probate and reduce estate tax exposure. But they can be complicated to set up.
Responding to “close calls” when interviewing job candidates
It’s not uncommon for an employer to realize, after the fact, that an employee conducting a job interview asked a question that put the organization at risk for a discrimination claim.
The 1-2-3 of B2B marketing
Does your business market its products or services to other companies? Or might it start doing so in the future? If so, it’s critical to recognize the key differences between marketing to the public — or even certain segments of the public — and business-to-business (B2B) marketing.
GASB Preliminary Views
The GASB has issued two preliminary views documents for public comment. Preliminary views documents are issued in advance of a final statement/standard.
Summer: A good time to review your investments
You may have heard about a proposal in Washington to cut the taxes paid on investments by indexing capital gains to inflation. Under the proposal, the purchase price of assets would be adjusted so that no tax is paid on the appreciation due to inflation.