Guidance for Growth

Advisory Watch2024-06-20T13:55:38-04:00

Changes to ERC Deductions for North Carolina Employers and Expansion of NC Business Recovery Grant Program for Phase Two Applications

North Carolina’s legislature recently changed state tax laws governing employers’ ability to deduct the employee retention credit from state taxable wages and significantly expanded eligibility for a business grant program with an application deadline of June 1, 2022.

Not-for-Profit Investment Policy Statements: Benchmarking Best Practices

Investment Policy Statements dictate how a nonprofit’s investment program operates. How is performance measured? Learning how to benchmark and measure success and organize the investment committee helps to ensure investment committee members satisfy their fiduciary duties.

Impact of ARPA on Multiemployer Pension Plans

Although not a permanent solution, ARPA includes important relief for eligible multiemployer pension plans and provides plan sponsors with an opportunity to return to a state of solvency that may not have been possible otherwise.

April 19, 2022|Categories: Employee Benefit Plans, Retirement|Tags: , |

The Impact of Inflation on Commercial Real Estate

Commercial real estate is usually known as a hedge against inflation. Is that still the case? There are many variables to consider and investors need to look at the whole picture.

April 7, 2022|Categories: Construction and Real Estate|Tags: , , |

Not-for-Profit Investment Policy Statements: Why They Need Review

Every not-for-profit manages funds, but not every organization has an established and well-documented Investment Policy Statement. Learn how the investment committee can review the IPS and safeguard against unnecessary investment risk.

March 29, 2022|Categories: Not-for-Profit, Private Clubs, Wealth Management|Tags: |
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