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Tag Archives: Business Planning (Sentinel)

An ESG Investing Hazard For Fiduciaries

As ESG investing evolves, more people may want their trusts or employer-provided retirement plans to reflect their values. Trustees and managers subject to fiduciary duty should take special care to document their decisions if they incorporate ESG considerations into their investment strategies.
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Winding Up A Business

Letting go can be hard to do, whether you’re a parent watching a child head off to college or an entrepreneur planning to wind up a business. But preparation can make a hard process a little bit easier.
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Tax Planning For Part-Time Farmers

The farmer looms large in the American imagination, but many Americans who have not experienced modern farming firsthand have a skewed perception of what the activity actually entails. The Internal Revenue Service is not so small-minded.
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Form 5500: What Happens When You Hit 100 Participants?

Hitting your 100th employee may be a milestone worth celebrating, but save a piece of cake for the Labor Department and the Internal Revenue Service, who will also be eager to hear about the new chapter in your company’s life cycle.
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