The Ledger Collection: April 2016

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Stock Options – To Qualify or Not To Qualify

Compensation packages often include stock options, which are used to reward, incentivize and retain key employees. There are two types of stock options that can be granted – Qualified Stock Options, also called Incentive Stock Options (ISO), and Non-Qualified Stock Options (NQSO). The major difference between ISOs and NQSOs is their tax treatment.

Warehouse worker and Iinspector, controller, checking inventory - Copy

Why Am I Counting On New Year’s Eve?

I think back on the many New Year’s Eves I have spent counting inventory throughout the Northeast. As difficult as it was for me as an auditor, it was at least as challenging for my clients.

Alternatively Speaking: Taking another look at your investment strategy

In recent years, retirement plan sponsors have searched for ways to increase performance, while still maintaining a risk-averse strategy. Many are looking beyond traditional stocks, bonds and mutual funds, and taking a closer look at so called “alternative investments” including hedge funds, private equity offerings, real estate investment trusts, currency funds, oil and gas and real estate limited partnerships, and limited liability companies (LLCs).

The Three BEs of Billing Success

Service professionals wear many hats: technicians, teachers, mentors, advocates, arbitrators, counselors, speakers, writers, salespeople and, let us not forget, bill collectors. For many of us, the latter can be one of our most dreaded roles.