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Financial Planning
Crisis Planning: Protecting the Business You've Built.
<p>From natural disasters to technological crises to workplace violence, this guide can help you evaluate the risks for your business, protect and prepare your business with proactive security measures, and develop and enhance your business’s response plans.</p>
Financial Planning
Core Business & Estate Structures
<p>Risk management plays a critical role in both business and estate planning.</p>
Financial Planning
What the SECURE Act means for you
<p>Learn how new legislation affecting retirement accounts could impact you and your beneficiaries.</p>
Financial Planning
What's missing from your financial plan?
<p>You’ve carefully built and managed your nest egg, providing for the future through prudent planning and investment. But are all of your bases covered? </p>
Financial Planning
Reduce your tax burden through qualified charitable distributions.
<p>Seven things you should know when planning QCDs and potential benefits. </p>
Financial Planning
The value of 529 Plans
<p>Discover which 529 plan works best for you and what the benefits of each are.</p>
Financial Planning
Manage and extend access to cash.
<p>Good financial health for your business means striking the right balance with having readily accessible cash, investing cash for returns and leveraging credit to augment your cash flow.</p>
Financial Planning
Extend payables to hold cash longer.
<p>It may seem counterintuitive to look for liquidity in the money flowing out of your business, but optimizing accounts payables offers an opportunity to unlock trapped cash.</p>
Financial Planning
Accelerate receivables to get cash faster.
<p>Your policies and practices are a good starting point — where it’s easy for a business to unknowingly leave capital tied up in accounts receivables.</p>