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Bringing it All Together: A Path to Efficient, Effective HR

Businesses have learned to do many things in new ways over the past two years. The business of human resources (HR) is no different. With the rapid adoption of remote work, the challenges of attracting and retaining talent, and evolving compliance and reporting requirements, a business’s benefits and how they are accessed and administered is…

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A Guide to Charitable Giving Strategies

The state of public health and the economy over the past year and a half led large numbers of people to turn to charities for help. These same forces created both challenges and opportunities for business owners and high net worth families, many of whom have reevaluated what they want their legacy to be.

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Education is Key to Keep Ahead of Fraud

Business fraud is as old as business, but it’s constantly evolving and taking new forms. Especially over the past year and a half, with many workers first shifting to their homes and now returning to the office, security gaps and changes in behavior have emerged that fraudsters are able to turn to their advantage.

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How financial wellness programs can help employees and businesses

At a time when hiring and retaining quality employees is a challenge, some businesses are finding success by focusing on employee financial wellness, not just salaries (although those are important too). This strategy can not only boost recruitment and retention efforts but also improve employee productivity. After all, financial concerns are a leading cause of…

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Five Insights for Business Owners Considering a Sale

The natural economic cycle of growth, downturn, and recovery often spurs merger and acquisition activity at different points. On the recovery side of the pandemic, we are seeing those trends multiplied by the unique conditions of these times: excess liquidity following pared-back activity; buyers looking to get ahead of upcoming growth; a hot market that…

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