Monthly Archives: December 2016

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New Year’s Resolution: Create a Financial Plan

Does it feel like just a few weeks ago that we ushered in 2016?  It seems that every year goes by more quickly than the [...]

How Nonprofits Can Treat “Founder’s Syndrome”

Of the many afflictions that can impede a not-for-profit’s growth, one of the more deadly is “Founder’s Syndrome.” This occurs when a single individual — [...]

2018-08-15T20:23:15-04:00December 15, 2016|Categories: Business Advisory, Consulting, Not-for-Profit|Tags: , , |

Watch Your SALT!

While technology has made it much easier to provide services to customers all over the country or the world, it is also easy for business owners to find themselves in a tax quagmire.  SALT in tax circles refers to State and Local Taxation and includes all taxes legislated and administered by state and local tax authorities including income, franchise, sales and use, property, real estate, payroll, business licenses, among others. 

2019-07-01T13:46:15-04:00December 12, 2016|Categories: Accounting, Tax: Business|Tags: , |

Cybersecurity 2017 – A Look Ahead

As 2016 winds down it is time to start looking ahead to 2017.  Recently, Experian, a leading global information systems company, released its 2017 Data Breach [...]

Credit Unions Must Actively Manage Vendor Relationships

Like any corporation, credit unions rely on a number of other businesses for materials, support, maintenance and more. Outsourcing these other activities allows credit unions to keep their costs efficient and their resources focused on their core banking functions instead. Because more and more credit unions are out-sourcing activities, the National Credit Union Association (NCUA) has outlined requirements for managing third party relationships.

2019-10-11T13:37:10-04:00December 5, 2016|Categories: Consulting, Credit Unions, Cybersecurity, Financial Institutions|Tags: , |

Assessing a Credit Union’s Risk

Why is risk assessment important? Risk is the one element that lurks in the background of all businesses, impacting them in some form or fashion. [...]