News & Insights
Read the Latest Premium Financial Planning News
The American Rescue Plan – Relief Funds for Local Governments
June 9th, 2021
|
COVID-19 Relief Services
The Coronavirus State and Local Fiscal Recovery Funds (CSLFRF) established under the American Rescue Plan will deliver $7.2 billion to the State of Michigan and local government units in Michigan […]
READ MORE
Three Key Questions to Start a Successful Cannabis Succession Plan
June 9th, 2021
|
Succession Planning
Having a plan for leadership succession in any business is essential. For a cannabis owner, it is critical. But in the excitement of starting and growing your business, many cannabis […]
READ MORE
Help Ensure the IRS Doesn’t Reclassify Independent Contractors as Employees
June 8th, 2021
|
Business Tax Services |
Tax
Many businesses use independent contractors to help keep their costs down. If you’re among them, make sure that these workers are properly classified for federal tax purposes. If the IRS […]
READ MORE
Telecom Industry Measures Success Through Data and KPIs
May 18th, 2021
|
By Zack Skrzyniarz |
Consulting |
Reporting & KPIs
It seems like there is no end of buzzwords in business. From synergy to sustainability to retargeting, the list goes on and on. As we move to a more automated […]
READ MORE
The Value of KPIs and Data for Nonprofits
May 18th, 2021
|
By Sarah Jennings |
Consulting |
Reporting & KPIs |
Technology
How strategy and wealth management experts can help nonprofits make informed decisions – and showcase data to critical leaders. What are KPIs When running your organization, your gut instinct plays […]