INSIGHTS FOR SMBS AND SMES
Reconcile one worker’s tip reports, checkout records, allocations and payroll before changing a return. Jodi Neilson explains a practical recordkeeping review.
Jodi Neilson asks attorney Craig A. Fine about powers of attorney and advance directives.
Jodi Neilson asks attorney Craig A. Fine about the conversations prospective business co-owners can have before selecting an entity, signing an agreement or contributing money.
Jodi Neilson asks attorney Craig A. Fine about trust planning.
A September review of qualified tips, worker deductions, employer credits and the records to reconcile before year-end.
Jodi Neilson asks attorney Craig A. Fine about wills and estate planning.
Jodi Neilson asks attorney Craig A. Fine about business succession and key-person planning.
Jodi Neilson asks attorney Craig A. Fine what buyers can discuss with their closing team when a target date approaches and important questions remain open.
Jodi Neilson asks attorney Craig A. Fine about business disputes.
Jodi Neilson asks attorney Craig A. Fine about business purchases and sales.
A packing checklist on a manager's computer will not help the employee sealing a takeout bag. Instructions need to be available at the point where a mistake can still be caught.
Jodi Neilson asks attorney Craig A. Fine about business contracts.
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