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Contract Surety 03.06.2024

Trim Your Tax Bill: Claim Your Innovations

You may already have qualified for a federal research and development (R&D) tax credit in the eyes of the IRS,  but do not know it, since this tends to be an underutilized and misunderstood opportunity…
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Trim Your Tax Bill: Claim Your Innovations
Contract Surety 02.22.2024

Worth Doing: Job Costing

  Turning a profit? Great! But, digging into the details of where you actually made and lost money can result in even more success. Insights about which types of projects are your real sweet spot,…
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Worth Doing: Job Costing
Contract Surety 02.22.2024

Stronger Than Concrete: Building With Legos?

  With the speedy completion of an apartment complex in Florida, builders have proof: Renco bricks, which are quite lego-like in appearance, and an alternative to concrete, have passed more than 400 performance tests. Communities…
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Stronger Than Concrete: Building With Legos?
ERISA 02.22.2024

Investment Imprudence: Claims on The Rise

  No retirement plan sponsor sets out to be accused of imprudent decision-making related to the investment options offered to participants, but claims are on the rise. That doesn’t mean claims over administrative fees have…
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Investment Imprudence: Claims on The Rise
ERISA 02.22.2024

The Importance of ERISA Bonds

  The words “fiduciary breach,” conjure something big going wrong with the company-sponsored retirement plan, resulting in headline-making allegations. In reality, a painful, “regular,” plan sponsor error, failure to have the ERISA fidelity bond as…
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The Importance of ERISA Bonds
Court Bonds 02.22.2024

Older and Wiser: Marriage and Estate Plans

  Among the gifts of later life marriages, is the hard won experience that informs relationships. Marrying later in life may have unique challenges too, since everything from our pasts comes with us, including children,…
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Older and Wiser: Marriage and Estate Plans
Court Bonds 02.22.2024

Prenups and Estate Planning?

  Making formal “if this/then that” finance plans (aka prenuptial contracts) in advance of marriage is not the same as estate planning, however prenup arrangements can be a helpful way to jumpstart a collaborative estate…
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Prenups and Estate Planning?
Court Bonds 02.13.2024

Estate Planning: Transfer Designations?

  Adding transfer-on-death (TOD) and payable-on-death (POD) designations to financial accounts can be a helpful way to ensure beneficiaries efficiently receive assets intended for them. However, to avoid unintended negative consequences, account designations do need…
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Estate Planning: Transfer Designations?
Court Bonds 02.13.2024

Heartbroken?

  Deep sorrow is normal following the death of a loved one, and ultimately, nothing we do is likely to change that. We can, however, do the important tasks of leaving our affairs in order…
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Heartbroken?