669 Results for ‘opportunities-and-challenges-of-the-unlimited-vacation-policy’

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Opportunities and Challenges of the Unlimited Vacation Policy

Understand the ins and outs of an unlimited vacation policy and decide whether one will work for your organization.For HR, vacation balances can be incredibly time-consuming.

Estate Planning for the Family Vacation Home

Preserve your client's happy memories - get practical estate planning techniques for vacation homes.In planning your client's estate, you need to be aware that a vacation home is not like other assets.

Available as OnDemand Course, Video, Video, Video

Issues Arising From Travel Pay and Personal Vacation

Understand the issues and complexities when travel pay and personal vacation combine. It is important to understand what tax implications there may be when an employee travels for a company and why it is important to...

Advanced 1031 Exchange Concepts and Opportunity Zones

Gain an in-depth understanding of Section 1031 like-kind exchanges and Opportunity Zone investments.This topic will provide an overview of Opportunity Zone investments including the purpose, tax incentives, requirements...

Analyzing Bank Performance to Detect Risk and Opportunity

As banks evolve in this post-financial crisis era, new ways of analyzing performance and implementing risk management are needed in order to be successful.

Using Investment Policy Statements as an Investment Tool: It's an Art, Not a Science

Learn how to read, draft and document investment policy statements. Investment fiduciaries have an obligation to document a prudent investment decision-making process, but many individuals and committees struggle with...

Live Webinar May 24, 2022 1:00pm EST

CPE credit available

How to Write an Effective Credit Policy

Discover the essential elements of an effective credit policy. All financial institutions must have a written policy that establishes the rules and a framework to prudently operate and administer their credit exposure.

What to Do With That Unwanted Life Insurance Policy

Learn the process needed to determine the best use of an existing unwanted life insurance policy. As financial planning practitioners, our clients will seek our guidance on old whole life insurance policies.

Available as OnDemand Course, MP3 Download

Employee Attendance Policy Best Practices

Learn how to implement effective attendance policies to cut down on employee absenteeism costs for your company.The costs associated with employee absenteeism can be astronomical.

Developing a Smartphone Policy for Health Care Providers

Learn policy recommendations for the use of a personal mobile device and how to comply with HIPAA regulations.Technology's benefits to health care cannot be understated.

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