The End of FLP Discounts?

Posted in Advisory | Business Valuation on September 16, 2015

Family limited partnerships and limited liability companies are popular estate planning vehicles, although the increasing popularity of these estate planning vehicles has lead to increased scrutiny and challenges from the IRS. [More]

Employers: Get the Answers to the Top 5 ACA Reporting Questions

Posted in Accounting, Audit and Tax | Employee Benefit Plan Audit | Advisory | Human Resources Consulting on September 14, 2015

The deadline for Affordable Care Act (ACA) reporting is approaching fast and many employers continue to struggle with the requirements and how ACA applies to their organizations. It’s important that employers take action so they prepare now and avoid costly penalties. [More]

Impact Investing: Doing Good and Earning a Financial Return

Posted in Advisory | Financial Advisory on September 1, 2015

Would you be interested in investing in a manner that is socially beneficial to society? There has been great growth in the area of impact investing, but remains a small fraction of the investing universe. [More]

How to Maximize Your Trade Show Exposure with the Media

Posted in Advisory | Media Relations | Public Relations on July 17, 2015

Trade shows are beehives for editorial activity. However, some business leaders leave opportunities on the table because they are focused solely on sales and forget about potential media exposure. [More]

Are You Prepared for the Financial Hit Disability Can Bring?

Posted in Advisory | Insurance Services | Construction | Manufacturing & Distribution | Oilfield Services on July 13, 2015

Disability can strike like a bolt from the blue: unexpected, unwelcome and unaccommodating. And unfortunately, many people are completely unprepared for the financial hit that it can bring. [More]

The Employer's Guide to Affordable Care Act Reporting

Posted in Accounting, Audit and Tax | Employee Benefit Plan Audit | Advisory | Human Resources Consulting on July 1, 2015

The first year for required employer reporting under the Affordable Care Act (ACA) is now upon us. The steps employers must take, according to the new ACA (also know as Obamacare) requirements, will help the IRS determine if certain individuals employed with an organization have received health coverage as required, as well as if the employer provided sufficient health coverage or if penalties will be assessed. It is crucial that employers do not postpone addressing these new requirements. [More]

3 Things We Know (and 3 We Don’t) About How the Supreme Court Decision on the Affordable Care Act and Same-Sex Marriage Impacts Employee Benefits

Posted in Employee Benefit Plan Audit | Employee Benefit Compliance | Advisory on July 1, 2015

As it relates to employee benefits and health care, two major topics that many businesses were watching closely were affirmed by the Supreme Court of the United States. Here are the things we know, and don’t know, and about the coming changes. [More]

3 Tips for Restating Your Retirement Plan

Posted in Accounting, Audit and Tax | Employee Benefit Plan Audit | Advisory | Retirement Plan Services on June 11, 2015

Is your retirement plan ready for the next restatement deadline? Every six years, the Internal Revenue Service (IRS) requires all employers to update and resubmit their retirement plans, and the next restatement is due April 30, 2016. Though 2016 sounds far away, re-evaluating whether or not your plan is right for your company and employees should be a thoughtful and careful process. [More]

7 Tips to Help You Get Ready for Retirement

Posted in Advisory | Retirement Planning on May 26, 2015

Between working and living life, many people suddenly realize retirement is approaching rather quickly and they aren’t necessarily financially prepared. If your goal is to retire in a few years, it’s important to make sure you have all your ducks in a row. Check out the seven helpful tips below to get you thinking and ready for retirement. [More]

Why Your ERP Solution Should Offer Actionable Information

Posted in Advisory | ERP & CRM Software | Microsoft Dynamics NAV & NAV-X | ERP Software | Technology on May 26, 2015

All too often when implementing an ERP selection process, leaders spend an overwhelming amount of time focusing on process features, i.e. “I need to go from order to payment; how easily can we execute those steps?” Most systems today can efficiently perform the common processes. However, you should aim for a system with the ability to give you actionable information. [More]

Corporate Boards and the Age of Digital Transformation in Manufacturing

Posted in Advisory | ERP & CRM Software | Manufacturing & Distribution | Technology on May 7, 2015

From a business perspective, few industries in the U.S. have experienced the impact of this digital transformation more than manufacturing, and the pace of technology-driven change in manufacturing shows no signs of abating. In fact, some industry observers cite this new age of digital transformation as the transition point for a new global industrial revolution―Industry 4.0. [More]

7 Ways to Determine if You Need a New Job Infographic

Posted in Advisory | Agriculture | Careers | Construction | Government | Healthcare | Manufacturing & Distribution | Not-for-Profit | Oilfield Services on April 2, 2015

Are you happy and fulfilled in your career? Have you considered another role, company or industry? [More]

Is a Roth IRA Right for High-Net-Worth and Higher Income Individuals?

Posted in Advisory | Financial Advisory | Retirement Planning on March 18, 2015

One out of every five individuals near retirement age has absolutely nothing saved for their retirement, according to the Federal Reserve. The same research states that common reasons for this astounding statistic are lack of caring, few resources and poor awareness. While a worker may open a 401(k) through his or her company, the use of other retirement sources, such as an Individual Retirement Account (IRA), may be more limited—and many may not even be aware of the varying options. [More]

New Illinois Law Furthers Protection for Pregnant Women in the Workplace

Posted in Advisory | Human Resources | Human Resources Consulting | Recruiting and Onboarding | Staffing | Government | Healthcare | Manufacturing & Distribution | Not-for-Profit | Oilfield Services | Real Estate | Retail | Technology on February 4, 2015

Public Act 98-1050 protects employees who are pregnant, have recently given birth or have a medical or common condition related to pregnancy or childbirth. [More]

Are You Ready to Gift Family-Owned Business Stock Before 2014 Ends?

Posted in Accounting, Audit and Tax | Financial Reporting | Employee Benefit Compliance | Advisory | Business Consulting | Agriculture | Construction | Manufacturing & Distribution | Not-for-Profit | Oilfield Services | Real Estate | Retail on December 29, 2014

The end of any year is a prime time for families to think about matters that have traditionally been quite sensitive—compensation and ownership transfer, for example. If this is the time for you to consider transferring ownership of your family-owned business, one way to do so is through gifting of the business’ stock. [More]

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Disclaimer: This material has been prepared for general informational purposes only and is not intended to be relied upon as accounting, tax, or other professional advice. Please refer to your advisors for specific advice.