Finance

Finance | May 04, 2015

Pre-Planning Elder Care: Are You Prepared

Finance
| May 04, 2015

Typically, people do not begin to consider their long-term care until they are well into retirement. In today’s economic environment, it is essential to create and implement an elder care plan in your early 60s to ensure you take advantage of planning opportunities and have your wishes carried out. Outright Gifts

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Pre-Planning Elder Care: Are You Prepared2020-01-03T12:23:09-05:00
Finance | Apr 27, 2015

Simple Steps to Prevent Fraud

Finance
| Apr 27, 2015

Set up Important Internal Controls Separate duties of receiving funds, disbursing funds, writing checks, signing checks, and the reconciling of bank accounts. Having one employee responsible for all cash related functions makes small businesses vulnerable to fraud.

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Simple Steps to Prevent Fraud2020-01-03T12:35:57-05:00
Finance | Apr 13, 2015

Fiduciary Responsibilities of Board Members

Finance
| Apr 13, 2015

Board Members of CIRAs (Common Interest Real Estate Associations) have two basic fiduciary duties: the duty of care and of loyalty to the association itself and its members/shareholders. Directors must refrain from self-dealing and receiving improper personal benefits. Decisions, especially financial ones, must be made on an informed basis, in good faith, and in the honest belief that the action was taken in the best interest of the Association.

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Fiduciary Responsibilities of Board Members2020-01-03T10:45:48-05:00
Finance | Feb 20, 2015

Vacation Expenses as Tax Deductions

Finance
| Feb 20, 2015

Often, clients ask us about the right (and legal) way to write off vacation expenses as tax deductions. We’ve compiled a few tips to make sure you are complying with the IRS: Establish business appointments with business colleagues prior to your trip.

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Vacation Expenses as Tax Deductions2020-01-03T13:25:57-05:00
Finance | Aug 05, 2014

Teaching your Children about Financial Matters

Finance
| Aug 05, 2014

While children do learn financial lessons in school, the best way for them to pick up good money skills and become financially responsible adults is for you to be proactive in teaching your children about financial matters. Consider the following suggestions. Set a good example.

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Teaching your Children about Financial Matters2020-01-03T12:51:10-05:00