What keeps business owners up at night may be your funds opportunity
Although the Federal Reserve has expanded the monetary base by over $1 trillion, commercial credit continues to shrink.
It's an opportune time for those with available capital to acquire distressed middle market businesses or business assets at a discount to their intrinsic value. View Article
Don't Get Surprised by a Surprise Custody Examination
To increase protections for investors who entrust their securities and funds to registered investment advisers, the Securities and Exchange Commission (SEC), finalized amendments to the custody requirements of Rule 206(4)-2 under the Investment Advisers Act of 1940 and related forms (Custody Rule). View Article
What to Expect in a Plan Audit - Form 5500 and Financial Reporting Requirements
Understand what is audited and the objective of the audit, first year plan audit considerations, how to prepare for the Annual Audit and what SAS 70 means to a Plan Sponsor. View Article
IRS refining the rules on Incentive Stock Options & Employee Stock Purchase Plan
The IRS has expanded its reporting requirements as they relate to incentive stock options and employee stock purchase plans. New regulations require companies to provide additional information to the IRS in regard to certain stock transfer transactions. View Article
Reducing the Risk of Inventory on the Balance Sheet
One year after the Great Recession, companies the world over are still picking up the pieces. Thousands of them are facing increasing inventories due to significant decreased year-to-date 2009 sales, making inventory a significant risk on balance sheets. View Article
FTC Red Flags Rules: Most Organizations Must Comply by June 1, 2010
If you offer payment terms to customers (i.e. 30 or 45 days) the Federal Trade Commission ("FTC") requires you to comply with the new Red Flag Rules. Surprised? Most corporate executives and sole proprietors are! View Article
Maximize Your Retirement Plan Contributions
The last several years have brought about an array of alternatives for people to consider when saving for retirement. Regardless of which plan is best (or available), there are some things that everyone should consider before funding their retirement plan. View Article
Where, Who & How: Present Day Networking
Where can you meet, collaborate and network with an online community that boasts members of all Fortune 500 companies with a new member nearly every second?
We're talking about LinkedIn, the social network geared for business professionals. View Article
2010 - Roth IRA's Profile to Increase Dramatically
Next year marks the first year in which taxpayers, at all levels of income, will have the ability to convert funds in Traditional IRAs to Roth IRAs. This ability to convert will be a crucial aspect of retirement and tax planning for 2009, 2010 and 2011. View Article
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