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Perspectives

PERSPECTIVE: Is the Facebook brand facing in the right direction?

Dear Mr. Zuckerberg,   First let me give you a big thumbs up and smiley face emoji for the incredible job you’ve done with Facebook and for leading the way in shaping the world of social media. With more than 2 billion users globally you’ve created one of the world’s most valuable brands in just 15 years.   People are more connected and more knowledgeable ...

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Grit in leadership is key, here’s how to build it

These past two years have been challenging.  A global pandemic with disheartening resurgences, political unrest over civil liberties and our nation’s direction, economic strains and a palpable social angst extending from our communities into the heart of our families.    We’re tired.  It’s reminded me that the most pivotal periods of our lives are often those tough circumstances requiring grit: unwavering focus of mind and ...

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What the ‘Build Back Better’ plan could mean for you

In December of 2017, the Tax Cuts and Jobs Act (TCJA) was signed into law. Only four years later, another piece of major tax legislation is expected to be enacted. Like the TCJA, proposed 2021 tax legislation would be far-reaching and only require a simple majority in the Senate. Recently, the U.S. House Ways and Means Committee released the latest version of President Biden’s Build ...

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Are you leaving ERTC money on the table? (access required)

Twenty-eight Thousand dollars.   That’s how much you could get per employee for the 2021 year with the Employee Retention Tax Credit. And for 2020, you could get up to $5,000 per employee.    As part of the CARES Act, this is a refundable payroll tax credit that you can retroactively plan to receive even after significant changes have taken place in your ...

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Family businesses should support one another, here’s how (access required)

Lesson #1: Nothing is more important than family.  Lesson #2: A family doesn’t need to be perfect – it just needs to be united. Therein lies the challenge. Family businesses and their leaders face tremendous stress.  Not only are they dealing with all the challenges of business, but the family business system inherently intertwines business, ...

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The pandemic has changed M&A contractual agreements

COVID-19 has profoundly affected all of us.  There is no area of our lives that has escaped its wrath. From the loved ones lost to the lives that have been forever changed, from our restricted social interactions to our ever-changing workplace policies and practices, and from the youngest among us to the oldest, virtually nothing and no one has avoided being touched in some way.   

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Making the case for Stakeholder Capitalism (access required)

Recently, I was asked to speak at the launch of the United States bipartisan Congressional Caucus focusing on Stakeholder Capitalism. Stakeholder Capitalism is a1950s management theory that posits that business should focus on the needs of all constituents, not just shareholders. I’m encouraged by the launch of this caucus and the aspiration to leverage a ...

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On and off the brand wagon (access required)

Change is rarely equitable in its effects and the pandemic has made no exception in the business world. Once dominant brands like Hertz, J.C. Penney and Men’s Wearhouse have all declared bankruptcy as the brick-and-mortar retail and travel industries saw huge decreases in demand. A tight labor supply has created challenges for any company that ...

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So, how do we get back to the office?

“I’m fully vaccinated. Can I come and see you in person?”   After more than a year of working remotely and seeing clients over Zoom, these requests are starting to come in. Now that COVID is winding down and restrictions are relaxing, organizations and companies have to figure out how to go back. And the really big question ...

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Retirement plan fees: are you on the right track?

Summer is not only time for cookouts and beach days, but as business owners and leaders, it’s also time for retirement plan reviews. These review conversations should include discussions of fees – something that may seem easy to brush off as standard and mostly static, but in fact, closely examining the fees makes a difference ...

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