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BSA/AML and OFAC Risk Assessment: Best Practices for Financial Organizations

BSA/AML and OFAC risk assessments can help alleviate concerns for financial organizations. Develop a strategy for BSA/AML and OFAC compliance.

2022-05-20T13:33:53-04:00May 18, 2022|Categories: Credit Unions, Financial Institutions|Tags: |

Succession Planning for Nonprofits

Developing future leaders and mapping out a succession plan in advance is one of the best ways to mitigate the risk of losing key personnel and prepare for the future needs and growth of an organization. This video offers tips and best practices for creating and implementing a succession plan for your nonprofit.

2022-05-18T11:52:54-04:00May 17, 2022|Categories: Not-for-Profit|Tags: |

Civil Cyber-Fraud Initiative Will Crack Down on Government Contractors

The DOJ's Civil Cyber-Fraud Initiative will target government contractors and grant recipients' security procedures in order to limit future cybersecurity problems. In this article, we review what you should know about the new civil cyber-fraud initiative, what might lead to infractions, and how to avoid hefty fines.

2022-05-10T14:06:43-04:00May 10, 2022|Categories: Cybersecurity, Government Contracting|Tags: |

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.

2022-05-02T14:57:52-04:00May 2, 2022|Categories: Not-for-Profit, Private Clubs, Wealth Management|Tags: , |

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.

2022-04-27T14:37:52-04:00April 19, 2022|Categories: Employee Benefit Plans, Retirement|Tags: , , |

How to Make Smart Investing and Tax Decisions at the Same Time

Most of us have a goal of retiring someday, so doesn't it make sense to consider strategies that minimize the taxability of your portfolio along the way? Here are a few ideas to think about when managing your portfolio in a tax-efficient manner.

2022-04-08T16:01:18-04:00April 7, 2022|Categories: Wealth Management|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.

2022-04-07T13:48:08-04:00April 7, 2022|Categories: Construction and Real Estate|Tags: , , |
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