Posted by: Rene Schaefer ·

Is your business involved in creating intellectual property or process and product improvement? If so, you or your business may qualify for federal research credit cash incentives. What is the Credit Based On? The credit is a wage-based program, which you can calculate by identifying the wages paid to employees who perform qualified research activities. […]

Posted by: Ron Rauch ·

We believe the answer to the above question is, quite simply, “Yes.” Perhaps the more relevant question is, “when and how will Blockchain technology become part of my daily reality?” This question is harder to answer. What is Blockchain Technology? Unless you are following, or using, a cryptocurrency like Bitcoin or Ethereum, you may not […]

Posted by: Julie Eisenhauer ·

Last month, I wrote a synopsis of a recent Clark Nuber-sponsored real estate event. Many topics were covered by our esteemed panel; so many, in fact, that one article couldn’t cover it all. This article addresses the other issues that real estate asset managers should know about, including insurance risks, disputes, and the state of the […]

Posted by: Megan Kuchan ·

Healthy financial habits that last a lifetime must start at an early age. Whether you have a kindergartner or “tween,” here are a few tips you can take to teach money and finance fundamentals to your children. Chores are your child’s first job If your child understands the difference between a nickel and a dime, then they […]

Posted by: Robert J. Fleming ·

Organizations face complex risks each and every day – and not all of these risks are mitigated by insurance products. Risk managers face an increasing number of risks that, technically, are not insurable. While organizations can insure against natural disasters, loss of a key decision maker, or cyber-attacks; it’s much harder to minimize exposure for […]

Posted by: Sarah Huang ·

Just because something is called a donation, doesn’t mean it yields a charitable donor tax deduction. In fact, many charities offer programs wherein participants are required to make a “donation” prior to partaking. When trying to determine whether a donor can claim this payment as a deductible charitable contribution, one must evaluate all the facts. […]

Posted by: Julie Eisenhauer ·

I recently had the good fortune of moderating a panel of real estate and cybersecurity experts on the challenges facing asset managers. Many thanks to the following for sharing their knowledge with us: Bill Pollard, Managing Principal at Talon Private Capital; Greg Duff, Owner of the law firm Garvey Schubert Barer; Susan Stead, Principal at […]

Posted by: Joe Haberzetle ·

UPDATE: On June 28, 2017 the Massachusetts Department of Revenue issued Directive 17-2, revoking its earlier Directive 17-1 that would have required remote sellers to collect sales tax on Massachusetts sales beginning July 1, 2017. The new directive states that the Department of Revenue “anticipates proposing regulations which… would require large internet vendors to collect […]

Figuring out charitable contributions can be a tricky thing – especially when it comes to your tax deductions. How do you determine if your cash donation is deductible? What about your noncash donation? For starters, to be a valid tax deduction, your donation must contribute to an eligible organization. An eligible organization can include a […]

By Guest Contributor Scott Severs CFA, CFP Selecting an investment advisor for an endowment portfolio can be a daunting task for many organizations. Some boards may feel that they lack the investment expertise to begin the process. Others may score high on the financial acumen scale, but either can’t agree on a strategy that makes sense, or […]

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