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        1. Leveraging the Tax Code to Minimize Your Tax Liabilities
          As we head toward March, one of most dreaded times of the year approaches: tax season.
        2. Retirement and Estate Planning Opportunities after the SECURE Act
          If you haven't learned by now, the Setting Every Community Up for Retirement Enhancement Act (known as the "SECURE Act") was signed into law on Dec. 20, 2019, and went into effect on Jan. 1, 2020. With bipartisan support, it is expected to generate about $15.7 billion in tax revenue over the next decade on the changes
        3. Should I Make A S-Corporation Election?
          S-Corp ElectionRido81The first tax deadline for S-Corporations and Partnerships is next week, and I’m fielding a lot of questions around the S-Corporation election. Many small business owners think or have been told that the S-Corp election is the way to reduce taxes for your business, because it gives you the ability
        4. Tax-smart charitable giving before you retire
          You’ve had a successful career and you’re almost ready to retire. While still in your peak earning years, is there a tax efficient way to give back?
        5. Technology, Diversity, And A Global Mindset: Here’s What’s In Store For Remote Hiring In 2021
          The pandemic threw traditional hiring models into disarray, with overnight work-from-home policies forcing the processes online for countless organizations across the globe. With no option but to adapt, many companies have discovered the numerous benefits of remote hiring, and are now looking to build out their strateg
        6. The envelope budgeting method can help keep you honest about your money
          Setting up a budget is an important part of managing your money. You can figure out how much you earn, record all your major monthly expenses, and
        7. The New Meaning of CTO: Why Leaders Should Strive To Be The Chief Trust Officer
          No commute! Less money spent on work clothes! The slow erosion of trust?
        8. The significance of financial wellness benefits for employees in a COVID-19 world
          For many employees, the COVID-19 pandemic has revealed how fragile their financial security is. A recent survey from the National Endowment for Financial Education found that nearly 9 in 10 (88%) Americans said that the COVID-19 crisis is causing stress on their personal finances. For employees, the pandemic has not on
        9. What Could Improve Women's Retirement Outlook
          There’s bad news and so-so news about the retirement insecurity of American female workers in the new Aegon Retirement Readiness Survey 2019. But the good news is that if employers, the U. S. government, financial advisers and those workers take a few key steps, today’s cloudy retirement prospects for women could becom
        10. The New Diversity Approaches Corporations Desperately Need
          What do companies need to do to get diversity and inclusion right?gettyby Erik ShermanUntold millions of dollars plowed into six decades of corporate diversity training and consulting have failed to transform businesses, their cultures and the makeup of executive ranks, researchers say. Multiple diversity experts who a