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What To Do When You Get an Audit Notification

by peralta | May 3, 2018 | 2018 Newsletters, Newsroom

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...

What’s Up with Socially Responsible Investing?

by peralta | May 3, 2018 | 2018 Newsletters, Newsroom

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,...

What is D&O Insurance — and Who Needs It?

by peralta | May 3, 2018 | 2018 Newsletters, Newsroom

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...

Is This Your Situation: You’re Struggling to Manage Your Millennials

by peralta | May 3, 2018 | 2018 Newsletters, Newsroom

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...

Yes, Home Equity Loans May Still Be Deductible

by peralta | May 3, 2018 | 2018 Newsletters, Newsroom

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...

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