skip to main contentPurchasing permanent life insurance policies for key executives or other specific employees or directors is a common practice for banks and bank holding companies. Since it pays the premium up…
Strategies to Maximize Charitable Giving in the Post-Tax Reform Landscape
The Tax Cuts and Jobs Act turned conventional planning wisdom on its head, thanks to the substantial increase in the standard deduction and changes to allowable itemized deductions. In the…
Seven Key Financial Metrics to Measure Nonprofit Health
Many factors play into a nonprofit’s financial status, but some categories are particularly indicative of underlying health and stability. Nonprofit leaders who recognize the importance of the factors below and…
What Tax Reform Means for Business Value, Part 1: Tax Rate Impact
There’s been a lot of talk since December 2017 about how the Tax Cuts and Jobs Act (TCJA) will affect business and personal income, but what about the impact on…
4 Operational Improvements to Help Your Company Command a Better Sale Price
In the last 15 years, operational improvements surpassed financial engineering as the key driver of business value and internal rate of return for acquirers, according to research from the Boston…
