Posts you may be interested in

A nonprofit endowment fund can be an integral part of an organization's long-term planning. It shows both current and potential donors your commitment to a cause while also expanding your reach. However, there are some things to keep in mind before establishing one.
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Law firms face equity partnership drain when partners depart or retire. How can firms prepare for this inevitable situation?
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It’s no secret that the influx of technology over the past decade has created tremendous competitive pressure across nearly every industry. From auto parts to airline travel, technology has accelerated the race to the bottom for any products no longer able to compete on much besides price. Financial services firms are starting to feel the crunch too.
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Shannon Saccocia, Chief Investment Officer sits down with Gerald Baker, Chief Fiduciary Officer to discuss our market expectations for Q2, a look back at Q1, five tax tips for estate planning considerations and how this impacts your portfolio construction.
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An increasing number of firms are turning to a trusted local financial institution to establish a term loan arrangement to help new partners fund their investment in the firm.
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Bipartisan legislation focused on increasing retirement plan coverage by small businesses, expanding IRAs and 529 education savings plans has been advanced in Washington.
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If you need to establish the value of your company, there are many approaches available to help you do so.
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- Market Commentary
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.
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The 2017 Tax Cuts and Jobs Act has been finalized and 2018 marks the first filing season that they will be fully applicable. Here’s a quick overview of how the changes impact you as you file your taxes this year.
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Last December I predicted the new Congress which started on January 3, 2019 would be gridlock plus. Well so far it is gridlock without the plus. The plus is my reference to a few policy areas that may attract bipartisan support despite the bitter budget battles in Washington.
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