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Money Habits That May Help You Become Wealthier

Money Habits That May Help You Become WealthierFinancially speaking, what do some households do right?Presented by Gray Equity Management, LLC Why do some households tread water financially while others make progress? Does it come down to habits? Sometimes the difference starts there. A household that prioritizes paying itself first may end up in much better […]

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Changes to Lease Accounting Proving to Be More Complex Than Anticipated

The deadline to implement major changes in the way leases are treated for accounting purposes may appear to be well in the future:  late 2019 for publicly traded companies, and January 1, 2020 for privately held companies and non-profits. But accounting professionals are discovering that the work necessary to make the transition is significantly more

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Landmark Case on Fiduciary Role in 401(k) Plans

On August 16, after a nearly ten year journey through the courts, the U.S. District Court for the Central District of California reversed an earlier decision on a landmark case and ruled that plan fiduciaries continue to have responsibility for employee benefit plans (such as 401(k) plans) even after initial investment decisions have been made.

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Virtual Learning Course – Track 207: Alleviating the Fear & Horror of Public Speaking

https://www.youtube.com/embed/ziemTmxBPJU Statistics show that 75% of the population is afraid of public speaking.  But there are ways to break down the barriers of fear and horror so it doesn’t hold you back in your career.  This session will arm attendees with tips, tricks and best practices for public speaking as well as how to be

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Red Hot Tax Tips for a Red Hot Real Estate Market

Drive down almost any street in Greater Boston and across eastern New England and you are almost guaranteed to see “For Sale” signs sprouting like late summer weeds. The real estate market in our region is among the most active in the country, with eager buyers lining up to snap up a home inventory that

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Virtual Learning Course – Track 108: Communication & Motivation Part II

https://www.youtube.com/embed/E2S6nEOti98 This session is a deeper dive into Track 104: Communication & Motivation where attendees learned how to communicate like a leader by responding effectively, understanding the frameworks from which we communicate and coming from a place of solution.  We’ll provide a refresher on these concepts and expand upon them to include the 3 Pillars

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Substantive Consolidation in Bankruptcy

By Michael D. Koppel, CPA, PFS, CITP, MBARetired Partner at Gray, Gray & Gray, LLP People who own multiple businesses are often advised to keep them as separate entities for legal and financial reasons. The same advice applies to companies that set up separate entities for real estate ownership purposes. Separation is an important way

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