Blog posts from: 2014
Tax season perfect time to review estate and trust plans
ShindelRock clients may have noticed an extra item in their tax preparation packet from us this season: an estate and trust worksheet. We're reminding our clients to consider estate planning in 2014 if they haven't already, and if they have...
Five ways you can protect against employee fraud
Organizations lose an estimated 5 percent of their annual revenues to fraud, and the Association of Certified Fraud Examiners is offering some basic tips to help any organization prevent and detect fraud: 1. Be proactive. Establish and maintain internal controls...
Below-market loans must adhere to IRS regulations
There are tax planning opportunities that are available for many common family situations, and below-market loans made by family to family could be one of them. The tax laws generally require that all loans must include a charge for a...
SR Client News: Support Alzheimer’s Association’s “Race for your Memories” May 18
A ShindelRock client directs the Alzheimer's Association "Race For Your Memories" run at Kensington Metropark, and we're inviting the rest of our clients and friends to help support this great cause! The 5K, 10K run and 5K walk is on...
Medical office managers must protect against healthcare data theft
Large retailers like Target and Nordstorm have been recent victims of client data theft. It's a good warning bell for companies of all stripes to examine their data protection policies. Of particular concern--private healthcare information that is held by the...
SCAM ALERT: IRS warns of “largest ever” Phone Fraud Scam
Be aware! Thousands of Americans nationwide have been targeted since August by a phone scam in which fraudsters claim to be from the U.S. Internal Revenue Service and demand money for unpaid taxes, said the IRS' watchdog on Thursday. The...
Details of new myRA retirement savings vehicle revealed
Following up on announcement made by President Barack Obama in his annual State of the Union speech in January, the White House has released details of a new retirement savings account to be made available to employees through their employers....
What Gets Monitored Gets Detected
Security settings can help track access to information. Organizations can use security settings to monitor and prevent access to unauthorized processes that allow a fraudster the opportunity to steal and cover his or her tracks. Automatic electronic notifications can raise...
Congratulations Marianne Lilly, ShindelRock’s newest partner!
Novi-based accounting and business consulting firm ShindelRock today announced that it is welcoming senior manager Marianne Lilly, CPA, CVA, CFE into the Firm’s partnership, effective March 1, 2014. Lilly leads the audit practice at ShindelRock, where she is responsible for...
GUEST AUTHOR BRIAN CLEMENT: Self-Insured Medical Plans for Employers of All Sizes – A New Reality in Today’s Health Insurance Market
[caption id="attachment_2376" align="alignleft" width="175"] Brian Clement, Ralph C. Wilson Agency, Inc.[/caption] As a buyer of health insurance for employees, I suppose you’re faced with the annual challenge of finding the perfect balance of benefits and budget while operating in a...