Our Blog - Surety Matters

  The hard hat worn by construction workers has been a tradition for over 100 years, and came into use to provide protection from falling objects. These days, data points to the need for a…
Read Moreabout Time for An Upgrade: Headgear

You may already have qualified for a federal research and development (R&D) tax credit in the eyes of the IRS,  but do not know it, since this tends to be an underutilized and misunderstood opportunity…
Read Moreabout Trim Your Tax Bill: Claim Your Innovations

  Turning a profit? Great! But, digging into the details of where you actually made and lost money can result in even more success. Insights about which types of projects are your real sweet spot,…
Read Moreabout Worth Doing: Job Costing

  With the speedy completion of an apartment complex in Florida, builders have proof: Renco bricks, which are quite lego-like in appearance, and an alternative to concrete, have passed more than 400 performance tests. Communities…
Read Moreabout Stronger Than Concrete: Building With Legos?

  No retirement plan sponsor sets out to be accused of imprudent decision-making related to the investment options offered to participants, but claims are on the rise. That doesn’t mean claims over administrative fees have…
Read Moreabout Investment Imprudence: Claims on The Rise

  The words “fiduciary breach,” conjure something big going wrong with the company-sponsored retirement plan, resulting in headline-making allegations. In reality, a painful, “regular,” plan sponsor error, failure to have the ERISA fidelity bond as…
Read Moreabout The Importance of ERISA Bonds

  Among the gifts of later life marriages, is the hard won experience that informs relationships. Marrying later in life may have unique challenges too, since everything from our pasts comes with us, including children,…
Read Moreabout Older and Wiser: Marriage and Estate Plans

  Making formal “if this/then that” finance plans (aka prenuptial contracts) in advance of marriage is not the same as estate planning, however prenup arrangements can be a helpful way to jumpstart a collaborative estate…
Read Moreabout Prenups and Estate Planning?

  Adding transfer-on-death (TOD) and payable-on-death (POD) designations to financial accounts can be a helpful way to ensure beneficiaries efficiently receive assets intended for them. However, to avoid unintended negative consequences, account designations do need…
Read Moreabout Estate Planning: Transfer Designations?