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        1. Making a Charitable
          Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them.
        2. 5 Lessons Leaders Say They Are Taking Away From 2020
          In the hardest of times, some leaders learned valuable lessons that will see them into the future.gettyI received a holiday card this year that summed up 2020 perfectly. It read:“Well, that was weird.”For businesses, 2020 has indeed been like nothing we’d experienced before. We saw pandemic-related closures, a halt to
        3. 87 Percent of Shoppers Pay More for Brands They Trust. AI Is Putting That Advantage at Risk
          As fakes and AI-driven counterfeits surge, here’s how DTC brands can fight back.
        4. Do You Really Know What Your HSA Can Do for You?
          Over the past several years, health savings accounts (HSAs) have grown in both interest and popularity — so much so that there were $104 billion in
        5. Not All Inheritance Trusts Are Created Equally
          When it comes to inheritance, some clients are convinced that their parents have made proper arrangements on their behalf. Even when parents have used qualified lawyers and other advisors to do this, we always recommend “double checking” to make sure that any inheritance that might be received will be under an appropri
        6. What to do if a tax document arrives after you file
          In early 2019, I thought all of my tax documents had arrived in the mail, so I sat down to file my taxes in early March. Everything looked great, so I
        7. The truth behind America's labor shortage is we're not ready to rethink work
          Roughly 10 million Americans are unemployed, yet hiring slowed sharply in April as the US reopened. The labor-shortage trend has less to do with too few workers and more to do with rethinking labor. The pandemic and stimulus led Americans to reevaluate work - and demand higher pay for it. See more stories on Insider's
        8. 5 Steps To Help Protect Your Startup From A Cyber Attack
          While often an afterthought, entrepreneurs need to start taking cyber security more seriously.
        9. Five Ways Small Business Owners Plan Intelligently For Retirement
          Preparing financially for retirement can be complicated for anyone, but for small business owners the process often poses even more challenges. Teachers, police officers, firefighters and other government employees generally receive a pension. The corporate world can offer benefit plans or matching contributions. But e
        10. How To Scale Your Business In Tough Times
          gettyTo say that Covid-19 has thrown businesses for a loop would be an understatement. Yelp recently reported that, of the more than 160,000 U. S. companies that have closed since the start of the Covid-19 pandemic, 60% are now shut down for good. With businesses across the country struggling to keep their doors open,