You may be surprised to learn that not every audit notification you receive will be legitimate. So, first, make sure you received an official audit notification. The Internal Revenue Service (IRS) will notify you either by letter or by a phone call followed by a letter. The IRS does not notify taxpayers about audits through.. read more →

Socially responsible investing (SRI) lets you target individual companies or socially conscious mutual funds. For example, you might look to avoid tobacco, alcohol or gambling firms, and instead support companies with a good track record in social justice, environmental sustainability and alternative energy/clean technology efforts. SRI is growing into a widely followed practice with dozens.. read more →

Every organization—public, private or nonprofit, as well as the people who lead them—is vulnerable to a multitude of directors and officers liability insurance exposures. What are we talking about? Securities litigation. Regulatory actions. Allegations of misrepresentation. Breaches of fiduciary duties. Even business leaders in private companies can be held personally liable for claims. In fact,.. read more →

You’ve heard about millennials, the problematic generation of young people born between the 1980s and the early 2000s. If you work with them, you might unfairly lump them all together, considering them the misfits of the professional world. Indeed, millennials are routinely denigrated in the popular press. Aren’t these the folks who live in their.. read more →

Contrary to early reports, the Tax Cuts and Jobs Act of 2017 allows taxpayers who buy, build or substantially improve their homes using either a home equity loan, home equity lines of credit (HELOC) or second mortgages to deduct interest on the loans. That’s the good news. But if you take out the loan to.. read more →