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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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
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
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
Suppose your adult child or friend needs to borrow money. Maybe it’s to buy a first home or address a cash flow problem. You may
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
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.
West Palm Beach, Fla. – March 21, 2025 – Templeton & Company, a leading accounting and management advisory firm, has been recognized as a Top
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
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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