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Insights2020-08-17T09:26:29-04:00

Managing Those Physical Stocks in Your Safety Deposit Box

Taking steps now to transfer your physical stock to electronic will take a considerable burden off of your executor. Not only that, if you are able to transfer your physical stock while you are alive, you may also be able to retitle said stock so that it avoids probate.

March 3, 2021|Categories: Wealth Management|Tags: |

How the New Employee Benefit Plan Auditing Standard (SAS No. 136) Will Impact Plan Audits

Statement on Auditing Standards No. 136 prescribes certain new performance requirements for an audit of financial statements of employee benefit plans subject to the Employee Retirement Income Security Act of 1974 (ERISA) and changes the form and content of the related auditor's report. Read more.

February 26, 2021|Categories: Employee Benefit Plans, Retirement|Tags: , |

Do You Qualify for the Employee Retention Credit?

The Employee Retention Credit (ERC) incentivizes organizations to keep employees on the payroll during COVID-19, and with new rules, it’s possible to claim as much as $14,000 per employee in 2021.

Club Philanthropy: Concepts, Caveats and Case Studies

This third article in Club Director’s Philanthropy in Clubs series takes a more in-depth look into foundations. Three case studies highlight what can go wrong and include the key takeaways to be learned from each example.

February 24, 2021|Categories: Hospitality, Private Clubs|Tags: , , |
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