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September 26, 2019

In their most recent on-line newsletter, Kaplan CFO Referral Partner, The Platinum Group shared a story that perfectly reflects our view of how any community ensures success for all. 

There is a distinctive point in autumn when a noticeable shift hits the light. It hang...

As the country's business focus shifts to understanding the value of company culture and employee satisfaction, employee engagement has become a hot topic for managers and CEOs. Employee engagement is the level of commitment an employee feels toward the organization th...

The following content is provided courtesy of Kaplan CFO's Referral Partners, a network of trusted service providers working with our CFOs on behalf of our clients. For more information, visit our Referral Partner page.   

The Consolidated Omnibus Budget...

As a business owner, establishing a retirement plan at your company can serve many purposes. Having a plan will provide your employees an opportunity to reduce their taxes and save for retirement.   It can be an important tool in retention of existing employees as well...

The following article is from Referral Partner, Matt Dickelman, Associate Vice President – Investments for Wells Fargo Advisors.

Which Retirement Plan Is Right for Your Business?


If you own a small business, there are many retirement plan alternatives available to help...

January 24, 2019

Whether B2B or B2C, today’s business runs on relationships. Every business organization relies on productive and mutually beneficial partnerships with their customers, vendors, service providers and other stakeholders. These relationships—the glue that holds regional b...

October 26, 2018

When business is humming and profits are rising, everybody’s happy. Well, almost everybody. Guess who’s not? The folks in finance; for them, an increase in profits means a bigger tax hit. At first glance, the two go hand-in-hand. It’s a simple matter of cause and effec...

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