When the busy season comes, the last thing on your mind is accounting for your projects. You and your employees are concerned with only one thing: keeping up in delivering quality projects on time.
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So you think investment policies are only for not-for-profits with millions to invest? Not true. If your organization holds funds in reserve â€” for example, to cover emergencies or meet long-term goals â€” it's prudent to have investment policies.
In divorce situations, an ex-spouse may be legally obligated to make payments to the other party. Since payments are often substantial, locking in tax deductions for the payer has often been important and involved a substantial amount of money.