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Blog

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

NQDC plans may suit employers looking for stable leadership

Today’s employers need to hire and retain good employees at all levels. However, some may struggle more than others to hang on to a certain

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Why choosing the right trustee matters

It’s not uncommon for an estate plan to contain multiple trusts. They can enable you to hold assets for and transfer them to beneficiaries, avoid

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Automate that! How AI and other software can help improve efficiency

Not-for-profits often work with limited resources, making efficient operations critical. Artificial intelligence (AI) and other forms of automating repetitive tasks can improve donor engagement, optimize

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What construction companies should know about IDIQ contracts

Historically, many construction businesses have engaged in federal contracting because the projects tend to be plentiful, with little doubt about the payer’s solvency. However, working

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The “wash sale” rule: Don’t let losses circle the drain

Stock, mutual fund and ETF prices have bounced around lately. If you make what turns out to be an ill-fated investment in a taxable brokerage

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Business valuation plays a critical role in buy-sell agreements

Whether your company is a family-run operation, a partnership among friends or a multi-owner enterprise, a buy-sell agreement helps protect it in potentially disruptive “what

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An education plan can pay off for your employees — and your business

Your business can set up an educational assistance plan that can give each eligible employee up to $5,250 in annual federal-income-tax-free and federal-payroll-tax-free benefits. These

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Members of the “sandwich generation” face unique estate planning circumstances

Members of the sandwich generation — those who find themselves simultaneously caring for aging parents while supporting their own children — face unique financial and

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Mine your nonprofit’s audit report for good suggestions

Only some not-for-profit organizations are required to conduct independent annual audits. For example, the federal government and many states mandate an audit if a nonprofit

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WEST PALM BEACH
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West Palm Beach, FL 33401
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201 East Las Olas Boulevard
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Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719

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