Many people panic at the thought of interacting with the Internal Revenue Service (IRS). The thought of an audit or review of tax returns can be worrisome. But there is no need to go to pieces. If you have an encounter with the IRS – such as an audit or letter of inquiry – the […]
Your Rights as a Taxpayer Read More »
While Houston and the surrounding region struggles to emerge from the devastation of Hurricane Harvey, a new threat is emerging – fake charity scams. While we all want to help support the recovery effort in Houston, the Internal Revenue Service has issued a warning about scammers trying to take advantage of the generosity of helpful
After the Storm, the Scams. Read More »
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.
Landmark Case on Fiduciary Role in 401(k) Plans Read More »
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
Virtual Learning Course – Track 207: Alleviating the Fear & Horror of Public Speaking Read More »
Preventing a Debit Card HackHow can you plan to protect yourself against this increasingly common crime?Presented by Gray Equity Management, LLC Debit card data theft has surged lately. According to FICO’s Card Alert Service, the number of businesses or ATM locations where debit cards were hacked rose 26% from 2015 to 2016. Additionally, the number
Preventing a Debit Card Hack Read More »
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
Red Hot Tax Tips for a Red Hot Real Estate Market Read More »
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
Virtual Learning Course – Track 108: Communication & Motivation Part II Read More »
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
Substantive Consolidation in Bankruptcy Read More »
GRAY EQUITY MANAGEMENT, LLC PROVIDES WEALTH MANAGEMENT SERVICES THAT CAN HELP YOU KEEP THE PROMISES YOU MAKE TO YOURSELF AND YOUR FAMILY, FOR NOW AND IN THE FUTURE. WHERE PROMISES ARE KEPT. GRAY EQUITY MANAGEMENT, LLC PROVIDES FINANCIAL PLANNING AND ASSET MANAGEMENT SERVICES TO HELP YOU KEEP THE PROMISES YOU MAKE TO YOURSELF AND YOUR
By Michael D. Koppel, CPA, PFS, CITP, MBARetired Partner at Gray, Gray & Gray As we grow older, many fear being in a nursing home or, even worse, in a locked Alzheimer’s unit. While these situations can be extremely difficult for both the individual and his/her family, there is another major consideration weighing on most
Mitigating the Stress and Risk of Medicaid Costs Read More »