Planning and Advice

Woman submitted benefits claims for fake child

A long-term Costco staffer took advantage of her company-sponsored health insurance plan.

By Staff |February 20, 2013

1 min read

Merging separate columns in Excel

Within an Excel document, you can merge data from two or more columns.

By David Dagley |February 20, 2013

2 min read

Use alumni organizations to win prospects

Alumni associations offer a great opportunity to get close to high-net-worth prospects. A British technology firm mapping connections among senior executives explains: “When investment bankers cultivate prospects the initial contact is usually made though the university connection.”

By Bryce Sanders |February 19, 2013

3 min read

4 anti-fraud tips for business owners

Having anti-fraud measures can decrease the amount and duration of employee fraud schemes. Here’s what your business owner clients should do.

By Michael McCormack |February 19, 2013

1 min read