In a previous article Josh discussed the importance of brand voice for your organization and the impact it can have on prospects and clients. In part two, he discusses how to create your story. You...
At the beginning of the year there was a unique buzz about the future that was almost tangible, creating a somewhat definitive certainty that shifting to “2020 vision” would lead to prosperity in any...
This past June 21st marked the second anniversary of the Supreme Court’s decision in South Dakota v. Wayfair. That decision eliminated the physical presence test for sales tax nexus and blessed the...
Like all business operations, the COVID-19 pandemic is changing how not-for-profit organizations execute their fundraising activities. No one knows how long the crisis will last, and not-for-profits...
As the new paradigm of the global pandemic sets in, many not-for-profit organizations are pivoting to adapt and cope. Many organizations are making changes to their services, operations, and...
David Ovesen, CPA started with LGT on September 1, 1987 as a staff accountant and along Lee Ann Collins, the current managing partner; Bill Walsh, financial advisors partner; and tax principal Renee...
Scott has more than 20 years of investment consulting and financial planning experience which includes working for The Ayco Company, L.P. and Merrill Lynch. Scott joined LGT in January 2009 as a...
On March 27th, 2020 the Coronavirus Aid, Relief, and Economic Security Act (CARES Act or the Act) was signed into law. The purpose of the CARES Act is to provide economic relief to people and...
Article Update: As of June 5, 2020, the president signed the Paycheck Protection Program Flexibility Act into law. On June 4, 2020, the U.S. Senate passed the House version of a bill designed at...
When payday comes, where does your money go? A good rule of thumb is to pay yourself first, meaning put a reasonable percentage of your earnings from each paycheck into a separate savings account....