The right moment for virtual philanthropy
So much has changed about our world over the past year, and philanthropy is no different. At United Way...
Explore the future of work during Dec. 3 BT360 webinar
Whether you’re a business owner or lead a team within your organization, there’s a good chance you’ve given more than a passing thought to how the COVID-19 pandemic changes the way work gets done.
Senior Living and Legacy Planning: What are your options?
Most retirement community members say they should have planned sooner or say they wish they would have moved earlier....
Family business succession planning in the era of tax uncertainty
With the election behind us, there has been much speculation regarding potential tax law changes that may follow. While...
3 ways to engage employees this holiday season
For many, the holidays are a time of joy and togetherness as we move into that famous Wisconsin winter....
No time to coast: tax planning in 2020
Over the years, I’ve learned that many folks use these last weeks of the year to pay more attention...
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How is your broker compensated? You should know.
In most industries, there is a clear link between the price paid by the customer and the compensation received...
3 reasons workplace cleanliness should take top priority even after coronavirus
Have you ever thought about how clean your employee workstations are?Â
Those areas we overlook, like desks and phones, can...
Preventing breast cancer with a mammogram screening
One in eight women will develop invasive breast cancer at some point in her life, making it the most...
How to help your employees shed the COVID 15 (or 20)
Closed gyms, comfort food and extra TV time: The past months in quarantine have proven to be a perfect...
