February 15, 2020

Choosing the Right Leader for a Credit Union

Change is inevitable. At some point, every credit union must deal with the issue of succession, whether planned or due to unforeseen circumstances. Some plan for it in advance, while credit unions that find themselves unprepared may face chaos and […]
January 9, 2020

Stretch IRAs Eliminated Under SECURE Act; What do IRA Owners do Now?

Stretch IRAs were effectively ended by the Setting Every Community Up for Retirement Enhancement Act of 2019 (“SECURE Act”), signed into law December 20, 2019. They allowed funds to potentially compound income tax-deferred for decades for children and grandchildren (tax-free […]
November 26, 2019

5 Ways to Maximize the Value of Your Employees and Your Business in the Real Estate and Construction Industry

Retaining key staff – those crucial to your organization’s ongoing success, even survival – is a critical, yet over-looked, aspect of transferring ownership of a company. Losing top employees can disrupt operations, impact current and future revenue and often causes a loss of morale, thereby lowering the appeal and value of your business.
November 26, 2019

How Mandatory Updates to Reserving Requirements and Mortality Tables Could Impact Your Clients’ Life Insurance Coverage

Industry-wide changes are coming to the life insurance industry; what are they and how will they impact your clients considering acquiring coverage? What is PBR? Principle Based Reserving (PBR) is a new reserve method established by the National Association of […]
May 20, 2019

What Would Happen if Critical Employees Left Your Company?
Defense Contractors – in Particular – Must Retain Top Talent

Retaining key employees is one of the most important issues companies face, especially in a “full-employment” environment, and certainly in defense and government contracting....
January 14, 2019

Maximizing the Value of Your Real Estate or Construction Business

Retaining key staff – those crucial to your organization’s ongoing success, even survival – is a critical, yet over-looked, aspect of transferring ownership of a company. Losing top employees could disrupt operations, impact current and future revenue, and cause a […]
October 5, 2018

Solving the “Days Cash on Hand Yield Dilemma” for Hospitals and Medical Clinics in a Low Interest Rate Environment

In today’s low interest rate environment, how can hospitals and medical clinics expect to achieve any sort of meaningful net yield on DCOH?
September 3, 2018

The Importance of a Written Policy Analysis & Review (PAR)

September 3, 2018

What are Life Insurance Settlements?