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Viewing 21 - 27 out of 27 posts

The Employee Handbook – No Longer an Option

Some dealers refuse to adopt a personnel handbook. They ask, “Why tell employees their rights?” Any dealer asking that question does not understand the purpose of a handbook. A handbook should Read More

Avoiding the Tax Man’s Revenge

axes! Everybody hates them. And as a professional who spent years in school earning your credentials, you have more reasons to hate them than most. You didn’t luck into a Read More

IRS Updates Form 8300

The IRS has revised Form 8300 for reporting receipt of cash in excess of $10,000. The revisions do not appear to affect the two pages of the form that are Read More

Pension Plan Dipping

It has been a tough couple of years for business. Just as it seemed that the economy was finally lifting out of the doldrums, it looks like we are getting Read More

Annuities for the Ages

You are quickly approaching or even past acknowledged retirement age. You wonder what happened to the rich investment returns when you were younger. Bank accounts, money markets, and CDs are Read More

Defining Liability for a Faulty Defined Benefit Plan

You have a new client named Allen. Allen worked his whole life to build his small successful business that now has five employees. He saved every dollar he could, and Read More

Structured CD Offerings and Elderly Financial Customers

The current financial atmosphere has resulted in very low interest rates on savings and investments. Elderly customers are finding this to be a real problem. What do you do when Read More

Viewing 21 - 27 out of 27 posts