Erin Gruppe

Secure Act 2.0

Retirement plans have experienced some regulation changes over the past year thanks to the SECURE Act. The SECURE Act was put into place to make retirement plans more accessible and beneficial to participants and employers. There is a new bill going through Congress...

GIFTS IN KIND – NEW RULES

Many nonprofit organizations rely not just on donations of cash and stock, but also on the donation of in-kind contributions. Food pantries see a large portion of their donations in the form of food, around the holidays toys and gift cards are high on the list, and...

WIRE TRANSFER & DIRECT DEPOSIT SCAMS

The impersonator often disguises him/herself as a CEO or someone from top management. Any email where there is a request to have money wired or to change the bank account for a direct deposit should be handled with extra care and diligence.

Secure Act 2.0

Secure Act 2.0

Retirement plans have experienced some regulation changes over the past year thanks to the SECURE Act. The SECURE Act was put into place to make retirement plans more accessible and beneficial to participants and employers. There is a new bill going through Congress...

read more
GIFTS IN KIND – NEW RULES

GIFTS IN KIND – NEW RULES

Many nonprofit organizations rely not just on donations of cash and stock, but also on the donation of in-kind contributions. Food pantries see a large portion of their donations in the form of food, around the holidays toys and gift cards are high on the list, and...

read more
WIRE TRANSFER & DIRECT DEPOSIT SCAMS

WIRE TRANSFER & DIRECT DEPOSIT SCAMS

The impersonator often disguises him/herself as a CEO or someone from top management. Any email where there is a request to have money wired or to change the bank account for a direct deposit should be handled with extra care and diligence.

read more