Prevent the damage from employee defections

  • June 01, 2005

Issue: How to stop employees from disclosing confidential data, or jumping to a competitor and stealing your employees. Benefit: You can stop defectors from raiding...

401(k) rollovers: not always automatic

  • May 30, 2005

Q: My daughter is switching jobs in a few weeks. She's accumulated about $20,000 in her 401(k) plan. Does her employer have to automatically roll the money into a Roth...

The boss’s calendar

  • April 22, 2005

Question: I work for a company of about 1,700 employees, spread out among about 50 different locations around the U.S. and the world.  My boss is a director of...

Publishing an internal newsletter

  • April 01, 2005

Question: I have taken on the task of creating an internal newsletter.  We have 14 employees (4 professional engineers, 7 consultants and 3 admin staff) located...

Getting the boss to communicate his schedule

  • April 01, 2005

Question: I'm an executive assistant to the president & CEO who, in his 23 years of business, never really had an assistant before. He's mentioned once or twice that...

Potluck Rebellion

  • February 25, 2005

Question: I work in an office where traditionally worker birthdays have been celebrated with a potluck lunch. My position is responsible for organizing the...

Creating a new position

  • February 25, 2005

Question: I recently completed my graduate degree in business and have been working as an executive assistant at my current company for almost 4 years. I have been...

Manager’s preferences form

  • February 25, 2005

Question: I am changing roles and will be supporting new managers. I am looking for a form to keep track of manager preferences (travel, meals, how to handle meeting...

Calculating late charges in Excel

  • January 07, 2005

Question: “We have several rental properties, and I track payments, late charges, customer information, etc., on an Excel spreadsheet. Included on the...

Know the COBRA notice deadlines

  • June 28, 2004

Q: My wife was just laid off from her job. She was told she'd receive a package in the mail about COBRA health insurance. It's been more than a week, and it hasn't...

Give employees advance notice of pay changes

  • June 01, 2004

Issue: Should you provide notice about commission-formula changes that could alter employees' pay? Risk: If you rework pay formulas behind employees' backs, you could...

Roth conversion after 70 1/2?

  • May 31, 2004

Q: I still do some work as a consultant, but I must start taking distributions from my IRA before April 1 of next year. If I convert to a Roth IRA this year, can I avoid...

Accidental death benefits are taxable

  • May 03, 2004

Q: My husband died in an accident, and we received an accidental death benefit from his company's insurance plan. Is this benefit subject to estate tax? I'm receiving...

Easy ways to personalize form letters

  • May 01, 2004

Standardized replies save you time but can cost you good will. Create templates and common paragraphs that you can pop into an e-mail or letter, then easily...

How average are your Schedule C write-offs?

  • April 19, 2004

You never want your tax return to stick out like a sore thumb at the IRS. That's why it's good to know whether your deductions fall within the national averages.