Probate: Final Distribution of Assets?
Probate is the public process of paying off debts and distributing assets, either in accordance with the terms of a will or, absent a will, the state laws of intestacy. Although probate tends to…
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Incentive Trusts: If You Do This…
When inspiring those we care about to achieve life goals is an important consideration during estate planning, establishing an incentive trust might be the way to go. Read on for an overview of incentive…
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Form 5500: Participant Count?
Retirement plan sponsors are encountering some confusion about the Department of Labor’s updated filing rules for Form 5500. Specifically, a question has arisen about how participants are counted to determine whether or not an…
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Topping The FBI List: Email Attacks
When it comes to internet crime, the FBI says that the biggest financial losses to businesses are now coming from email compromise attacks. Given the plethora of stolen credentials available on the dark web,…
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In The Know: Digitization?
Among the buzzwords of the moment in construction circles, digitization dominates. If you have a sense it has something to do with tech, but are not quite sure what that means for your construction business,…
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Sustainable and Successful
Green building projects used to come with the reputation that sustainability came at a price: reduced profitability. Increasingly, contractors are finding that this is no longer the case—it is indeed possible to succeed financially…
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Funds Recovered: Enforcement!
The latest statistics about the Department of Labor’s investigatory and recovery efforts on behalf of retirement plan participants demonstrate that fiduciary failures come at a tremendous cost to plans, participants and beneficiaries. A major…
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Failure To Shop Around?
Settlements continue to pile up as a way to bring excessive fee lawsuits against retirement plan sponsors to closure. Though admitting no wrong, employers find that the disruption and costs associated with defense—and the uphill…
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Benefiting From Tax Season?
A year round strategy for taxes is the best way to move a contracting business forward. That’s the advice of experts who point out that deferring income, a typical tactic to reduce tax payments,…
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