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What is Your Risk? Protecting Yourself as a Fiduciary
The Employee Retirement Income Security Act (ERISA) outlines the minimum standards for how a retirement plan is to be operated. This includes outlining who is considered a plan fiduciary, plan trustee,...
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Seven Services You Should Receive from Your Managed Services Provider
Many small and midsize businesses utilize Managed Service Providers (MSPs) to manage and maintain their IT network and systems infrastructure. By hiring a full team of IT experts to manage your...
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International Fraud Awareness Week: 3 Ways to Minimize your Company’s Risk of...
It’s the 21st anniversary of International Fraud Awareness week! Preventing fraud in your organization is no simple feat. It takes everyone to do their part to create a culture of awareness and...
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The Red Flags of Workplace Fraud: Eight Employee Behaviors to Keep on Your Radar
Fraud at any level can be happening in an organization, and if you don’t know the signs, it can be difficult to catch. Understanding and recognizing the behavioral red flags displayed by fraud...
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What Is Business Intelligence and Analytics (BIA) And Why Is It Valuable to...
Owning and operating a business comes with generating and tracking large amounts of financial data. Larger companies may have a separate division in their finance department that manages and interprets...
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Achieving a High-Performing Nonprofit Board (Part 3 of 3)
As we have discovered throughout my blog series, there are many crucial components to running an effective nonprofit board. In my previous post, I discussed the crucial process of setting the agenda...
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Does My Business Qualify for Tax Incentives?
The end of the year is fast approaching, which means it’s an excellent time to review your company’s plans for growth and capital expenditures for not only 2023, but the next few years too. Regularly...
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Is It Time to Upgrade Your On-Premises Communication Technology?
Before we ring in a new year, you may be going through your budget for the upcoming year to determine potential expenses and what areas of your business may need an upgrade. One area that is crucial...
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What 4 Questions Should I Ask Myself About My Franchise Before the New Year?
Happy New Year! 2023 is nearly here which means it is an excellent time to plan and review your franchise goals. Regularly evaluating your business plans and strategy is vital to keep you focused on...
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Year-End Business Planning: Considerations to Start Your New Year Strong
The year is already coming to a close, which means it’s the perfect time to evaluate your business planning strategies to set yourself up for success in 2023. What areas of your business are you hoping...
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7 Easy Tips to Increase Your Franchise LinkedIn Presence in 2023
Did you know that LinkedIn has over 675 million members worldwide? This makes it the largest professional network in the world. Additionally, 40% of all millionaires use LinkedIn, which speaks to its...
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How an ERP System Can Improve Your Business
Do you feel like your business model is being bogged down by manual processes? Are you experiencing business growing pains and are not sure how to address them? Do you find it difficult to pull...
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Topic 842: Leases – What It Means for Nonprofits and How to Prepare
As we flip the calendar to a new year, many nonprofits may be starting the process of preparing their annual financial statements. With that, there are significant changes in lease accounting effective...
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When to Consider Automation, Outsourcing, and/or Streamlining to Grow Your...
Oil tycoon, Paul Getty, was famous for quoting, “If it appreciates, buy it. If it depreciates, lease it.” This can easily be translated for small business owners: If a task repeats: Automate it. If a...
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Training Techniques to Help Employees Understand Cyber Risks
Employees are a company’s greatest asset, but also its greatest security risk. If we look at security breaches over the last several years, it’s clear that people, whether it’s through accidental or...
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Wealth Management Quarterly Market Update: January 2023
2022 in Review As we enter the new year, investors the world over are happy to see 2022 end. For the year, the Nasdaq Composite was down 32.5%, the Russell 2000 lost 20.4%, the Standard and Poor’s...
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The Red Flags of Workplace Fraud: Eight Employee Behaviors to Keep on Your Radar
Fraud at any level can be happening in an organization, and if you don’t know the signs, it can be difficult to catch. Understanding and recognizing the behavioral red flags displayed by fraud...
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2023 Cost-of-Living Adjustments Announced: What it Means for Retirement Savers
What does your retirement saving plan look like for the new year? Thanks to the IRS’s news on cost-of-living adjustments, it could mean increased funding for your future. The IRS recently shared its...
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Ways Retired Farmers Can Benefit from New Iowa Tax Laws in 2023
With certain changes to Iowa tax law going into effect in 2023, retired farmers can significantly benefit through lower Iowa taxes. HR 2317 was passed in 2022 providing multiple ways and means by which...
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The Importance of Service to Others: Reflecting on Martin Luther King Jr.’s...
The late great Dr. Martin Luther King, Jr. spoke of his dream at the Lincoln Memorial on August 28th, 1963. This was 18 years before I was born. In fact, my father didn’t even live in this country...
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