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Display Location: Insights

Preparing for the social and emotional challenges of retirement

The 4:8 Group’s Bob Bove on preparing for the social and emotional challenges of retirement.

How to use like-kind exchanges to avoid tax on disposition of real property

Buckingham, Doolittle & Burroughs’ Steven Dimengo on like-kind exchanges, how they work and the advantages they offer.

Get more from your banking relationship by leveraging all its resources

ERIEBANK’s Flenner on leveraging the resources of a banking team to accomplish both business and personal financial goals.

Put frontline staff at the front of the line

Our Lady of the Wayside’s Terry Davis about how improved communication and interaction with frontline staff can better inform the next right thing for the organization.

How Section 179 can be applied to technology purchases to create savings

Blue Technologies Marty Patton on the Section 179 deduction — what it covers and how businesses can leverage the opportunity to its fullest.

How trends in print marketing are helping companies better reach their target audience

Blue Technologies’ Lauren Hanna on the latest trends in print marketing and how companies can leverage them to reach their target audience.

To create a more transferable business, owners can’t be a hub

The 4:8 Group’s Bob Bove on strategies owners can use today to create a stronger, more transferable business.

The benefits of treasury management for nonprofits

First Federal Lakewood’s James Hill on why nonprofits should consider utilizing treasury management services.

Highlights from the One Big Beautiful Bill Act

Corrigan Krause’s Henry Gingerich on the OBBBA and what business leaders should do now to take full advantage of the opportunities it offers.

The importance of reviewing beneficiary designations

Glenmede’s Bethany Bryant on why and when to review beneficiary designations, and how those should align with an estate plan.

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