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Why a Nonqualified Deferred Comp Plan May Be Right For You

Why a nonqualified deferred comp plan may be right for youWhat if a nonqualified deferred compensation plan (NQDCP) enabled your senior managers to replace a higher proportion of their current income when they retire? While NQDCPs often are perceived as only for top executives, they may also be right for your upper-level staff. Some considerationsThe […]

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Watch Out for These Common M&A Deal Obstacles

Watch out for these common M&A deal obstaclesEverything may be going according to plan in an M&A negotiation, until something suddenly puts the entire deal in doubt. Perhaps the buyer gets cold feet after conducting a round of due diligence or the selling owner feels insulted by what he considers a lowball offer. Whatever the

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Virtual Learning Course – Track 201: Time Management

https://www.youtube.com/embed/vSTfVWD3V40 Everyone can relate to the saying “there are never enough hours in a day.” But effective time management skills will allow you to be ultra-productive in the hours we do have. This session will show you how to get organized and stay that way, to ensure your “top priorities” don’t get lost in the

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Virtual Learning Course – Track 102: Going Beyond the Numbers

https://www.youtube.com/embed/cedAkx9Lhlk You see the number swirls all over Gray, Gray & Gray’s office and advertising efforts. But what does “going beyond the numbers” really mean and how can you play a role in delivering the firm’s value proposition? In order to remain relevant, we need to deliver exceptional client service that extends far beyond compliance

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Virtual Learning Course – Track 205: Your Role in Recruiting & Retention

https://www.youtube.com/embed/9UdcXzsUI0Q According to Accounting Today, employees place the most value on the following: 59% Work/Life Balance, 31% Culture, 9% Compensation. This session shows you how to leverage these insights and highlight Gray, Gray & Gray through storytelling. Additionally, you learn how to effectively interview a candidate to hire top talent for your department. *Recommended for

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IRS Offers Tips on Avoiding Tax Identity Theft

The Internal Revenue Service (IRS) estimates tax refund fraud will near $21 billion in 2016. To counteract rising threat, the IRS has put on a full court press to stop identity theft, using a combination of prevention, detection and victim assistance. The “Taxes. Security. Together.” awareness campaign is an effort to better inform taxpayers about

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Virtual Learning Course – Track 104: Communication & Motivation

https://www.youtube.com/embed/r_c1exLMD3Q 20 years of studies have shown that the key skill of effective leaders and teammates is their capacity to communicate effectively. This session will be led by Francesca Radbill of Radbill Consulting. She’ll cover how to communicate like a leader by listening effectively, understanding the frameworks from which we communicate and coming from a

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