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Templeton Company

Maintain your competitive edge and stay up-to-date on current industry topics with Templeton & Company’s thought provoking blog articles.

If you’re asked to be an executor, be sure you’re up to the task

Make no mistake, serving as an executor (or a “personal representative” in some states) is an honor. But the title also includes significant responsibilities. So

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The search is on: Finding an independent auditor

Even if your not-for-profit isn’t legally required to obtain independent audits, such audits can enhance financial transparency, increase accountability and help you build trust with

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Common claim triggers for construction businesses

“Where did it all go wrong?” If you’ve been in the construction business a while, you may have asked yourself this question when a claim

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The next estimated tax payment deadline is coming up soon

If you make quarterly estimated tax payments, the amount you owe may be affected by the One Big Beautiful Bill Act (OBBBA). The law, which

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Addressing control issues in a business valuation

One of the most contentious issues when valuing businesses is how to factor elements of control into the equation. Users of valuation reports often assume

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Lower your self-employment tax bill by switching to an S corporation

If you own an unincorporated small business, you may be frustrated with high self-employment (SE) tax bills. One way to lower your SE tax liability

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Employer-provided child care may be more feasible next year

Is your organization looking to build a more family-friendly workplace? Among the more visible ways to do so is to provide child care for employees.

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Using POD or TOD accounts may result in undesirable results in certain situations

Payable-on-death (POD) and transfer-on-death (TOD) accounts are attractive estate planning tools because they allow assets to pass directly to named beneficiaries without going through probate.

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Grant proposals in the age of AI

With fewer federal grants available to not-for-profit organizations, the competition to qualify for funding — from all sources, including foundations — has become more intense.

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WEST PALM BEACH
Esperante Building
222 Lakeview Avenue
Suite 1200
West Palm Beach, FL 33401
(561) 798-9988
Fax: (561) 798-4053

FORT LAUDERDALE
The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719

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