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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.

What’s a safe harbor 401(k)? Insights for employers

When employers are ready to sponsor a qualified retirement plan, a 401(k) is often the first one that springs to mind. However, many small to

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Stepped-up basis rules can ease the income tax bite of an inheritance

With the federal gift and estate tax exemption amount set at $13.99 million for 2025, most people won’t be liable for these taxes. However, capital gains

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Should your nonprofit outsource to an AMC?

If you’re like most nonprofit leaders, you want to dedicate your time to mission-critical work. But if you run a relatively new nonprofit with a

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6 essential tips for small business payroll tax compliance

Staying compliant with payroll tax laws is crucial for small businesses. Mistakes can lead to fines, strained employee relationships and even legal consequences. Below are

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Numerical vs. narrative: Performance review considerations for employers

Most employers recognize the importance of regularly scheduled performance reviews. The challenge is how to administer them. There are two general approaches: numerical and narrative.

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Templeton & Company Recognized as One of South Florida’s Top Accounting Firms

West Palm Beach, Fla. – March 21, 2025 – Templeton & Company, a leading accounting and management advisory firm, has been recognized as a Top

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Incentive trusts: Use them to pass your wealth and values on to beneficiaries

If your estate planning goals include distributing your wealth while also encouraging specific behaviors or achievements among your heirs, using an incentive trust might be

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Who does what in your nonprofit organization?

Large, long-established not-for-profits generally know where the duties of their staffers end and those of their board members begin. But smaller or newer organizations don’t

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Construction companies should approach drone purchases carefully

They say there are two kinds of contractors these days: one that uses a drone and another with a drone on back order. It’s debatable

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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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