Logistics Brief

  October 2014

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Avoiding the Pitfalls of Employee Benefit Plan Administration

   September 29, 2014

Complex government regulation and constantly-changing legislation make employee benefit plan administration complicated and time-consuming. Knowing common pitfalls and how to avoid them will help ease the complexity for plan administrators.

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Charitable Contributions via Donor Advised Funds vs. Private Foundations

   September 29, 2014

In this month’s Wealth Advisor Newsletter, we discuss the pros and cons of making charitable contributions through Donor Advised Funds as compared to Private Foundations.

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Succession Planning for Not-for-Profits: Preparing for a Storm

   September 29, 2014

Succession planning is essential to every aspect of a not-for-profit’s operations and is a top-to-bottom process if the organization is mindful of its long-term sustainability. In this issue, we discuss the importance of succession planning for not-for-profit organizations.

Contributions of Appreciated Securities and Collectibles

   September 29, 2014

In this issue we discuss the benefits of donating appreciated securities and collectibles to charitable organizations in comparison to cash donations.

WeiserMazars: Exactly Right for Government Services

   September 29, 2014

WeiserMazars is adept at assisting government entities to improve their financial performance and overall processes. We help you achieve best practices, offering practical solutions to your challenges.