Notes From A Storytelling Conference

Notes from a Storytelling Conference

I recently attended the Nonprofit Storytelling Conference in Chicago in search of speakers and content for our upcoming Neighborhood Nonprofits Symposium.  There were over 600 attendees from across the US and around the globe, with a wide diversity of mission…

It’s Not Too Late For Year-End Tax Savings

It’s Not Too Late for Year-End Tax Savings

As excitement around the holiday season and the possibilities of 2017 fall upon us, shopping, baking, and decorating take the forefront.  The annual chaos makes it easy to push aside any thoughts pertaining to financial planning.  However, with the change…

What All Business Owners Should Be Aware Of And Thinking About

What All Business Owners Should Be Aware Of And Thinking About

It’s natural for business owners to be focused on the daily operations of their company, and not think about transitioning out of their business until they are actually ready to proceed.  Working with mid- to small-businesses owners every day, I…

Funding Your Charitable Goals With Your Business

Funding Your Charitable Goals with Your Business

Authors: Matt Masterson and Brent Beene Donor Advised Funds (DAFs) are a simple and flexible way for individuals to donate appreciated securities and direct those funds to their favorite charities.  In addition to contributing public securities or cash, investors can…

Explaining The Social Security Earnings Test

Explaining the Social Security Earnings Test

Social Security is an excellent source of retirement income for individuals and is generally incorporated when creating a retirement plan.  However, it comes with a number of limitations.  One of the larger limitations is an earnings cap, which places a…

Is Your Halloween Holiday Haunted With Liabilities

Is Your Halloween Holiday Haunted with Liabilities

There are plenty of things that scare us at Halloween. Horror movies that feature ghosts, zombies, vampires, and werewolves come to mind immediately. What about the horror of being on the receiving end of a lawsuit? While Halloween can be…

Social Security And Medicare Changes For 2017

Social Security and Medicare Changes for 2017

The Social Security Administration (SSA) announced a number of changes for 2017 that will affect high income earners in the workforce as well as those that are retired. For those in the workforce, the maximum amount of earnings subject to…