FINRA's BrokerCheck

Business Wisdom

Thursday, 31 May 2012

Game Over

Written by Scott Bailey

BWD Magazine, Spring 2012 The newest email scam targeting bank account holders has a playful name, but it's anything but fun and games for the unwitting recipients. The phishing scheme involves spam e-mails from the National Automated Clearing House Association (NACHA), the Federal Reserve or the FDIC. These messages attempt to trick recipients into clicking on a link to resolve some type of issue with their accounts or a recent ACH transaction. Once you click on the link, Gameover takes over your computer, and thieves can steal usernames, passwords and your money...

Thursday, 31 May 2012

Limiting Exposure

Written by William J. Kowalski, JD

BWD Magazine, Spring 2012 Acknowledging potential security issues In the high-tech world in which we live, security has become an issue of increasing concern for all of us. From internet banking to identity theft, we are exposed to threats from every corner. But for high net worth individuals, the threats take on a more ominous tone. However, it is not unusual for those individuals to greatly underestimate their level of vulnerability and the kinds of threats they face both personally and professionally...

Thursday, 31 May 2012

Navigating the Red Tape

Written by Daniel D. Roberts

BWD Magazine, Spring 2012 In 2007, ITT Corporation was fined by the U.S. Government in the amount of 100 million dollars. The company also pled guilty to two felony charges and was subject to forfeiture of assets to the US Department of Justice (DoJ)...

Thursday, 31 May 2012

Risk in Your Business

Written by BWD Magazine

BWD Magazine, Spring 2012 The promise to deliver more is the core of The Rehmann Experience. Our cross-functional teams, our proactive solutions, our direct access between clients and advisors… Rehmann strives to deliver "more" every day. You probably know that Rehmann provides CPA, consulting and wealth advisory services, but you may not know about Rehmann’s secret weapon: Rehmann Corporate Investigative Services (RCIS). This services line’s main objective is to reduce clients’ exposure to risk...

Thursday, 31 May 2012

Taking a Look Back

Written by Daniel Cotter

BWD Magazine, Spring 2012 The importance of reflection In today's high-tech, often complex world, we are bombarded with media in its various forms. Consequently, we may have less time to accomplish tasks. With all that is going on around us, it seems there is rarely time to sit, reflect and allow patience to help us make decisions. There are so many things competing for our time that planning for what lies ahead is often sadly neglected...

Thursday, 31 May 2012

The Sky's the Limit

Written by Lee Flake, CPA

BWD Magazine, Spring 2012 Though, "The Cloud," is the hot new buzz phrase for the layman technology user, cloud based applications have been around for quite some time. Anyone who uses yahoo mail or Gmail is using the cloud as their e-mail application. Online banking, Facebook, and LinkedIn all use cloud technology. It has become part of our everyday life – both personally and in business...

Tuesday, 31 January 2012

Turning the Tables on Fraud

Written by Steve Kerby and Ricardo Resio, SPHR

BWD Magazine, Winter 2011-12 A new weapon in the battle It's an unfortunate fact of business life. The potential for fraudulent activity is not only very real, it is on the rise. Last year alone, more than $400 billion was lost by U.S...

Tuesday, 31 January 2012

Preventing Workplace Fraud

Written by William J. Kowalski, JD

BWD Magazine, Winter 2011-12 The value of a whistleblower system Fraud continues to be a significant risk for many companies, especially in these uncertain economic times. The Association of Certified Fraud Examiners estimates that U.S. organizations will lose 7 percent of their annual revenues to fraud...

Tuesday, 31 January 2012

Your Shoebox

Written by Bryan Pukoff, CPA, JD

BWD Magazine, Winter 2011-12 What to bring when meeting with your CPA A while back, I was watching a television show and the main character had an appointment with her accountant. It was a few days before the filing deadline and she had lugged several shoeboxes heaped with receipts and other assorted papers. The remainder of the show was filled with one stress-filled moment after the next as the woman tried to account for each entry. I remember thinking two things: 1) I was glad I wasn’t her CPA and 2) if she’d only done a bit of work up front, the whole process would have been a lot less stressful...

Tuesday, 31 January 2012

Successful Succession

Written by Heidi Bolger, CPA / ABV

BWD Magazine, Winter 2011-12 Tips to help clients plan How Good Is Your Succession Plan? Five best practice tips to consider Succession plans always entail a contemplated change in the ownership and management of any business. And having the right elements in your plan can have a huge impact on achieving successful outcomes. Here are five elements to consider as you work to meet the specific needs of your clients: Clear owner goals A willing seller / willing buyer A systematic and sustainable business model Financial and tax terms that are efficient An implementation approach that's rock solid Is There an Ideal Time to Create a Succession Plan?..

Page 133 of 135

Meet The Rehmann Team

Start typing a name ...
Searching for "{{nameQuery}}"...
Start typing a experience ...
Searching for "{{experienceQuery}}"...
Start typing a location ...
Searching for "{{locationQuery}}"...
Or view a list of team members