Jeff's Blog

Thoughts from Our Managing Partner and Other M&S Thought Leaders

More and more employers are contributing dollars toward the cost of health club memberships for employees. Some are even building their own on-site fitness centers. If your organization is considering either approach, you might wonder: Are health club memberships or on-site fitness centers subject to the Employee Retirement Income Security Act (ERISA)? Under the definition In general, neither...
Few businesses today can afford to let potential buyers slip through the cracks. Customer relationship management (CRM) software can help you build long-term relationships with those most likely to buy your products or services. But CRM software is not free, so to maximize your return on investment in one of these solutions, you and your employees must have a realistic grasp on its purpose and...
If a prime objective of your estate plan is to leave a lasting legacy, a dynasty trust may be the right estate planning vehicle for you. And, thanks to the substantially increased generation-skipping transfer (GST) tax exemption amount established by the Tax Cuts and Jobs Act, a dynasty trust is more appealing than ever. GST tax and dynasty trusts By allowing substantial amounts of wealth to grow...
One of the most popular fringe benefits for employees at many organizations isn’t an insurance plan or a health club membership; it’s shiny chrome and steel — a vehicle. Providing a car, van or truck that an employee can use for both work and personal purposes can attract better job candidates or just make sense practically. If your organization offers such a fringe benefit, you should know that...

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