EXPLORE OUR LIBRARY

Wealth Management

• Borrowing Against Your Life Insurance Policy: Pros and Cons
• Don't Leave Medicare Planning Until the Last Minute
• Reducing the Impact of Required Minimum Distributions
• Roth IRA as College Savings Vehicle
• Want to Reduce Retirement Benefit Costs? Consider a Pooled Employer Plan
• What to do With Your 401(k) Account When You Retire or Change Jobs
• When's the Right Time to Start Social Security Benefits?

Tax

• Brighten Your Tax Outlook with the Energy-Efficient Commercial Buildings Deduction
• Cost Segregation
• Don't Lose Out on Partial Disposition Benefits
• Energy Tax Updates
• IC-DISC
• IRS Mileage Rates: Are You Over- or Under-Reimbursing Their Employees?
• Meals and Entertainment: Which Expenses Are Still Deductible?
• New Legislation Opens Door to Small Employer Health Reimbursement Arrangements
• R&D Tax Credits for Internally Developed Software?
• Sales Tax After Wayfair: How Does It Affect Your Business?
• SECURE 2.0 Act: What You Need to Know
• Self Directed IRAs
• Strategies for Minimizing Net Investment Income Taxes
• The New and Improved Employee Retention Credit
• Three Ways to Deduct the Cost of Business Property
• Time to Revisit the R&D Tax Credit?
• Understanding the Centralized Partnership Audit Rules
• Year-End Tax Planning Tips For Investors
• 1031 Tax Deferred Exchanges

Practical Knowledge

• Employee Stock Ownership Plans (ESOPS)
• How to Become a Global Company
• Protecting Your Assets
• Protecting Your Real Estate Assets
• Replacing the Annual Performance Appraisal
• Running Effective Meetings
• Selling Globally
• Trademark Protection
• Trade Secret Protection
• Using Equity as Compensation
• Watch Out for Business Identity Theft

Business Value

• Buy/Sell Agreements and Business Value
• Finding the Right Buyer for Your Business
• Increasing Business Value
• Symptoms of Sickness in a Small Company
• The Value of Your Business
• What's Your Business Worth? Beware Rules of Thumb

Leadership, Management

• Effective "Upward" Communication
• Four Tips to Hire and Retain Competent Employees
• Leadership at Every Level
• Mentoring
• Motivating Employees
• Planning and Running a Retreat
• Running Effective Meetings
• 10 Ways to Successfully Manage a Remote Workforce
• The Value of a Business Plan

Strategy and Planning

• NEW: 5 Pricing Models for Your Business
• E-Commerce and Small Business
• CFO Role: Advantages of Outsourcing
• Getting Started With Succession Planning
• Lean Six Sigma
• Obtaining Financing
• Project Management for Small and Medium Businesses
• Six Ways to "Recession-Proof" Your Business
• 10 Management Myths
• What is the Purpose of Your Business

Other

• Essentials of LinkedIn
• Nonprofit Entities--The Fundraising Board
• Safeguard Your Company's Data w/ a Cybersecurity Assessment
• Using the Wealth in Your Business
• Using Tools to Evaluate Personality Strengths