Blog

31
Jan

Evaluating Your Audit Committee


Under the Sarbanes-Oxley Act, the audit committee — not management or the full board of directors — is directly responsible for appointing, compensating and overseeing external auditors. Periodically, it’s a good idea to assess the effectiveness of your audit committee by performing a self-evaluation. Here are reasons to conduct a…

January 30 , 2019 | Posted by Brad Schueler |

Market Returns are Rarely Average

After a historically calm stock market in 2017, volatility returned in 2018.  In helping clients build financial plans, we start by understanding their goals and objectives.  Putting this information together, along with your personal risk tolerance, helps us arrive at our recommended allocation to stocks and bonds.  Foundational in all of this planning are the…

January 30 , 2019 | Posted by Brian Stautberg |

Avoid Penalties by Abiding by the NQDC Tax Rules

Nonqualified deferred compensation (NQDC) plans pay executives at some time in the future for services to be currently performed. If you participate in such a plan, or your business offers one as an employee benefit, it’s critical for everyone involved to abide by the applicable tax rules. Of course, in the hectic course of the…