Employee Handbook Essential Information
A list of topics to include in an organization's employee handbook, presented by Lori Angelo, New England Payroll Services, LLC at the Foundations Administrators Network meeting on September 17, 2015.
Guide
Foundation Planning Guide
The Foundation Planning Guide covers 14 scenarios that high-net-worth clients commonly face that directly affect their investment planning, tax and estate planning, and charitable planning, and it shows how a private foundation can be used to address them.