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    • 401k Audit
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Getting Personal for Fundraising Success

One of the reasons to request a California nonprofit audit is to determine whether your organization implements a personal approach to fundraising. …

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Category: broker dealer auditsTag: 401k audit, Audit Issues, audits for nonprofits, nonprofit audits

Direct Mail Marketing isn’t Going Anywhere Soon

Despite all the attention paid to digital marketing, direct custom mail services remain a highly effective way to connect with potential customers. …

Direct Mail Marketing isn’t Going Anywhere SoonRead More

Category: Custom mail servicesTag: custom mail services, digital printing services

Maximize the Use of Your Retirement Plans

Whether you are 10 years from retirement or just starting in the workforce full-time, a financial advisor can help you maximize the use of your …

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Category: Financial advisorTag: financial advisors, retirement plans

Tips to Protect Yourself From a Mechanic’s Lien

A mechanic’s lien represents a legal action taken against a property owner by a supplier, general contractor, or special contractor to recover …

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Category: Construction attorney, Legal MattersTag: Construction attorney

Nonprofit Restructuring Has Become Easier, But Not Without Challenges

If you were part of a restructuring team for a nonprofit in the past, then you understand the process consisted of several complex steps. Revenue …

Nonprofit Restructuring Has Become Easier, But Not Without ChallengesRead More

Category: 401k Audit, broker dealer audits, Financial advisor, Nonprofit AuditsTag: 401k audit, nonprofit audits, nonprofits

What a Successful Call-to-Action Looks Like on Your Direct Mail

Business owners and operators have to consider several factors to execute an effective direct mail campaign. Working with a mail services company that …

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Category: Business, Small BusinessTag: custom mail services, graphic design services, plain language

How to Improve the Teamwork of Your Church Staff - training for church leaders - SOLID Pastors

How to Improve the Teamwork of Your Church Staff

Successful church organization stems from a solid foundation. Training for church leaders is vital, to develop the skills and confidence required for …

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Category: training for church leadersTag: training for church leaders

Take Advantage of Lower Capital Gains Tax Rates

We get taxed in several different ways, most of which are straightforward types of taxes. Think sales and income taxes. However, one form of taxation …

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Category: broker dealer audits, BusinessTag: 401k audit, accounting experts, accounting records, walnut creek cpa

How a Construction Dispute Could Arise

A construction lawsuit takes place between a client and a general or independent contractor. The process typically involves common issues such as …

How a Construction Dispute Could AriseRead More

Category: Legal Matters

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