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Resource Gallery

2020 Year-End Tax Planning for Businesses

2020 Year-End Tax Planning for Businesses

2020 Year-End Tax Planning for Individuals

2020 Year-End Tax Planning for Individuals

Pairing a Pour-Over Will With Your Trust

Pairing a Pour-Over Will With Your Trust

Guidance on PPP Loans of $50,000 or Less

Guidance on PPP Loans of $50,000 or Less

Industrials industry outlook (authored by RSM US LLP)

Industrials industry outlook (authored by RSM US LLP)

Family Business Matters

Family Business Matters

What if Your Customer Files Bankruptcy?

What if Your Customer Files Bankruptcy?

Laying the foundation for construction’s IT future (authored by RSM US LLP)

Laying the foundation for construction’s IT future (authored by RSM US LLP)

Donor-Advised Funds: Giving with a Tax Advantage

Donor-Advised Funds: Giving with a Tax Advantage

2020 Mid-Year Tax Planning Tips

2020 Mid-Year Tax Planning Tips

8/8/20 Executive Order: Payroll Tax Deferral

8/8/20 Executive Order: Payroll Tax Deferral

Payroll: Changes to Form 941

Payroll: Changes to Form 941

Employee Benefits Update

Employee Benefits Update

Benefits of a Fractional CFO

Benefits of a Fractional CFO

PPP Loan Forgiveness Part III

PPP Loan Forgiveness Part III

Scenario Planning

Scenario Planning

2020 Construction Summit

2020 Construction Summit

Tax Provisions Related to the Cares Act

Tax Provisions Related to the Cares Act

Succession Planning for Business Owners

Succession Planning for Business Owners

Opportunity in the Midst of Uncertainty: Financial Planning Ideas

Opportunity in the Midst of Uncertainty: Financial Planning Ideas

Paycheck Protection Program Flexibility Act of 2020

Paycheck Protection Program Flexibility Act of 2020

PPP Loan Forgiveness (Part 2)

PPP Loan Forgiveness (Part 2)

PPP Loan Forgiveness

PPP Loan Forgiveness

Main Street Lending Program

Main Street Lending Program

Cybersecurity with a Remote Workforce

Cybersecurity with a Remote Workforce

HSC HKFS The Power of Planning

HSC HKFS The Power of Planning

Paycheck Protection Program Webinar 04-17-2020

Paycheck Protection Program Webinar 04-17-2020

What the CARES Act means for Businesses

What the CARES Act means for Businesses

What the CARES Act means for Individuals

What the CARES Act means for Individuals

Paycheck Protection Program

Paycheck Protection Program

Families First Coronavirus Response Act

Families First Coronavirus Response Act

SBA Economic Injury Disaster Loan Program

SBA Economic Injury Disaster Loan Program

10 Tips for Managing a Remote Workforce

10 Tips for Managing a Remote Workforce

What you need to know about the Gift Tax

What you need to know about the Gift Tax

All About Equity Crowdfunding

All About Equity Crowdfunding

Contingency Planning for Business Owners

Contingency Planning for Business Owners

Nine Year-End Tax Strategies for 2019

Nine Year-End Tax Strategies for 2019

Top 7 Internal Controls to Prevent Fraud

Top 7 Internal Controls to Prevent Fraud

The New W-4 Form Explained

The New W-4 Form Explained

Do I Need a Will?

Do I Need a Will?

7 Tax Minimization Strategies for Investing

7 Tax Minimization Strategies for Investing

LLC vs S-Corp: What’s the Difference?

LLC vs S-Corp: What’s the Difference?

Strategies for Estate Planning

Strategies for Estate Planning

Safe Harbor 401(k) Plans

Safe Harbor 401(k) Plans

Cash Balance Retirement Plans

Cash Balance Retirement Plans

All About Opportunity Zones

All About Opportunity Zones

Top Cyber Threats and Defense Strategies

Top Cyber Threats and Defense Strategies

Retirement Savings: 401(k) vs IRA

Retirement Savings: 401(k) vs IRA

The Why and How of Setting up a Trust

The Why and How of Setting up a Trust

Two Locations, One Team

Evansville, IN 812-464-9161

21 SE Third Street, Suite 500
Evansville, IN 47708

Louisville, KY 502-584-4142

545 S Third Street, Suite 102
Louisville, KY 40202