Strategies for Borrower Retention
Your borrowers are your stock in trade; however, shopping around is a way of life for many Americans. Even a borrower who is content with your services could seek a
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Be Careful When Applying For A Small Business Administration Loan
An SBA loan can make big things happen for your small company, but the agency’s loan program is sometimes abused by con artists who know that many small business owners
Help Protect Your Personal Information By Filing Your 2019 Tax Return Early
The IRS announced it is opening the 2019 individual income tax return filing season on January 27. Even if you typically do not file until much closer to the April
Conflict-Of-Interest Policies Are Too Important For Non-Profits To Neglect
Does your non-profit organization have a conflict-of-interest policy in place? Do your board members, trustees, and key employees understand how the policy affects them? If you answer “no” to either
What Can Artificial Intelligence (AI) Do For My Business?
You have probably read articles or heard stories about how AI is bringing sweeping change to a wide variety of industries. It is one thing to learn about how this
Time Passages: Estate Planning Through The Years
Virtually everyone needs an estate plan, but it is not a one-size-fits-all proposition. Even though each person’s situation is unique, general guidelines can be drawn depending on your current stage
Stretch Your Marketing Dollars Further With Smart Strategies
If your marketing budget is limited, there may be ways to make that money go further. Smart strategies abound for small to midsize businesses. Included below are a few ideas
IRS Confirms Large Gifts Now Will Not Hurt Post-2025 Estates
The IRS has issued final regulations that should provide comfort to taxpayers interested in making large gifts under the current gift and estate tax regime. The final regs generally adopt,
Would Your Employees Appreciate A Payroll Deduction Individual Retirement Account (IRA)?
Not every employer is ready or capable of launching and administrating a 401(k) or other qualified retirement plan. If your organization is in this camp, its employees might appreciate a
Year-End Accounting Recap
The Financial Accounting Standards Board (FASB) has not issued any major new accounting rules in 2019. But there have been some important developments to be aware of when preparing annual