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INSIGHTS
We See Things Differently
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When we’re not addressing clients’ needs for business and financial advisory, assurance or tax matters, we’re researching, learning and thinking about related subjects. Check out some of our thinking on a broad variety of topics that may impact your organization. And if you’d like to learn more about any of these topics, we’re always happy to talk.
Why Keeping Minutes is Important to Your Nonprofit
Retirement: Living on Less
What Matters More: IQ or EQ?
Tip: Be a Leader, Not a Boss
How to Claim Florida as Your State of Residence to Save on Taxes
Cybersecurity…You Better Watch Out!
Should I Refinance Again?
Top Ten Things to Avoid as a CIRA Board
How Detailed are your Association’s Minutes?
Who’s on Your Estate Planning Team?
How Does Your Estate Plan Stack Up?
Developing Leaders Within the Organization
Credit Card Fraud and Online Donations
401(k) Plans As Your Personal Piggy Bank
This is No. 1 financial regret of older Americans
Keep Them Giving
Marketing to Millennials: What Works?
Health Savings Account Strategies
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