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February 16, 2021 

5 Reasons to Conduct a Retreat in 2021

Let 2021 be the year you help prepare your firm for the future by conducting a retreat. Whether in-person (following CDC guidelines, of course) or virtual, I’m confident it will be time well spent.

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February 15, 2021 

Retail Imports Forecast to Hit Record Monthly Highs in 2021

Following a record year during 2020, imports at the nation’s largest retail container ports are expected to set new monthly records from now into the summer as the nation’s economy continues to recover from the pandemic, according to the monthly ...

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February 14, 2021 

Labor Dept. Confirms Exemption for Investment Advice Fiduciaries

The U.S. Department of Labor’s Employee Benefits Security Administration has confirmed that “Improving Investment Advice for Worker & Retirees,” an exemption for investment advice fiduciaries, will go into effect as scheduled on Feb. 16, 2021.

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February 12, 2021 

2020 Operating Expenses – An Unconventional Convention

Commercial real estate overhead has never faced more scrutiny. While today’s highly agile workforce brings with it a newfound level of productivity, there are various impacts and considerations felt across a business.

 Replace Tax Planning with “Golden Egg” Allocation Strategies

February 12, 2021 

Replace Tax Planning with “Golden Egg” Allocation Strategies

2020 was a challenging year for many businesses, and it clearly demonstrated the need to be prepared for the future. It’s quite possible that the coming years will be equally tumultuous, and now is a great time for you to work with your business owner ...