How Divorce Attorneys Can Leverage a Financial Advisor | Free Webinar
Register Now

Gross Mendelsohn Blog

A resource to help business owners, nonprofit executives and high net worth families preserve wealth, grow and thrive.

DOL’s Fines for Deficient Employee Benefit Plan Audits are Fast, Furious and Frightening

A recent report released by the Department of Labor (DOL) shows their high level of concern about the audit quality of employee benefit plans. The report’s findings should raise concern for participants, plan sponsors and trustees as well.
Read The Full Blog
Filter Blog Posts By Topic

Program-Related and Mission-Related Investments for Private Foundations

Even though a private foundation is required to make annual distributions (usually 5% of its net asset base) in support of its mission, the vast majority of its assets must remain invested and is not otherwise available to provide support for its causes.
Read The Full Blog

Don’t Fall for IRS Phone Scams

Several of our partners and clients have gotten phone calls from people posing as IRS agents. With April 15 right around the corner, this can be unnerving.
Read The Full Blog

How to Align Your Nonprofit’s Goals With Its Mission

“If you don’t know where you are going, any road will get you there.” This quote from Lewis Carroll’s book, Alice in Wonderland, holds a lot of truth in the business world. The story begins when Alice, out of sheer curiosity, chooses to follow an odd and...
Read The Full Blog

How Private Schools Should Record Planned Giving Arrangements

One of the many ways donors provide financial support to charitable organizations, including private schools, is by establishing trusts or other arrangements under which the nonprofit receives benefits that are shared with other beneficiaries. These...
Read The Full Blog

The Biggest Problem In Estate Planning Is You

More than hundreds of estate plans and one-quarter of a billion dollars in assets later, I can clearly pinpoint what separates outstanding results from a well-constructed and executed estate plan from those that fail to protect legacies, assets and the...
Read The Full Blog
56 57 58 59 60

Get The Latest Business, Tax And Financial Insights.