article thumbnail

10 Best Financial Management Tools for Personal and Professional Use

Success

So, if you are keeping up with income and expenses, you can quickly pull the data without much thought. Empower also features calculators for education savings, net worth, personal budgets and investments, among others. This can help you figure out how much to allocate to this expense each month. Plus, it’s free. No problem.

article thumbnail

Underwriting employees’ educational expenses tax-free

BMT Office Administration

A debt-free education courtesy of your employer sounds nice, but it’s not so straightforward. Many employers offer debt-free education as the latest in a long line of probably taxable perks. Many employers offer debt-free education as the latest in a long line of probably taxable perks. Tax-free education under Treas.

Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Counting the costs: What government funding for scientific research will cover?

The Small Business Blog

Staff: You can claim back some of the cost of salaries, national insurance contributions, pension contributions and expenses for people who are employed to work directly on the research project. It can also include the proportion of supervisors’ and managers’ time spent overseeing work on the project.

Agencies 120
article thumbnail

Employee Files: What to include, what to leave out, and what’s confidential

BMT Office Administration

Personal information You’ll mainly want to include an employee’s contact information here, such as: Full name Date of birth Address Phone number (mobile and landline) Education Job description Qualifications Other employee information, like their social security number and banking information, should NOT be stored in your personnel files.

Filing 52
article thumbnail

It’s time to review (or create) your document retention policy

BMT Office Administration

As a starting point, consider what these organizations say about some major types of records to keep and for what length of time: Per the Internal Revenue Service : The length of time you should keep a document depends on the action, expense, or event which the document records.

Policies 105
article thumbnail

Webinar Employee Expense Reimbursements: Compliance Workshop

Office Dynamics

Get educated now on the new rules of employee expense reimbursements! Employee Expense Reimbursements: Compliance Workshop. The legal and financial risks of mishandling employee expense reimbursements have spiked in recent years. Which payments made to employees are subject to payroll tax? View this online.

Expenses 100
article thumbnail

Make Procedures Development a Habit, Not a Project

All Things Admin

Or you may have set days of the week where you do certain reports or perform routine tasks like expense reporting or payroll. Julie applies her administrative expertise and passion for lifelong learning to serving as an enthusiastic mentor, speaker and author who educates admins around the world on how to be more effective every day.

2024 52