Our Blog - Surety Matters

  Predictions about what tomorrow will bring are never a sure thing—but having a strong reputation for getting projects done on time and on budget is a pretty sure bet when it comes to running—and…
Read Moreabout Reputation?

  Running a profitable construction company requires knowing what’s actually happening on every jobsite, every day. This critical intel helps owners get a jump on issues that will impact success—and profits—if left unchecked. Pros observe…
Read Moreabout Informed Decisions: Jobsite Data

  Contractor? Are you being scammed? Experts say there’s a good chance you might be, given that middle market companies are averaging about $300,000 of losses annually due to incremental invoicing scams. In other words,…
Read Moreabout Invoice Scam?

Families of children with special needs have extra to worry about in life—and estate planning. What happens, for example, if a family intends to leave a co-op apartment to an adult child with special needs?…
Read Moreabout Co-ops, Trusts and Special Needs?

  Cybercriminals consider attacks against retirement accounts a lucrative business. That’s why they don’t blink at putting in extra time and effort to invade our hard earned retirement savings. Experts remind plan sponsors to keep…
Read Moreabout Lucrative Business? Cybercrime!

Among the many details to attend to when sponsoring a retirement plan, is the careful recording of employee termination dates. This record is critical to the subsequent execution of a multitude of plan provisions. With…
Read Moreabout Compliance: Termination Dates

  Estate planning is extra important for those who take on the high risks of being a first responder, such as firefighters, law enforcement officers, and paramedics. In addition to on-the job crisis, first responders…
Read Moreabout First Responder? Estate Planning Jumpstart

  A fiduciary charged with overseeing the affairs of an estate, such as the executor, representative or administrator, must safeguard the assets on behalf of the beneficiaries. In New York, if the fiduciary believes assets…
Read Moreabout Estate Law: SCPA 2103 Proceeding?

  Poor password practices and other careless habits among retirement plan participants contribute to the cybersecurity threats—and breaches—occurring to retirement accounts. Though plan sponsors cannot of course control participant behavior, they must exert diligence in…
Read Moreabout Careless Participants?