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Resource Gallery

Maximize Your Health Savings With an HSA

Maximize Your Health Savings With an HSA

Understanding the Backdoor Roth IRA

Understanding the Backdoor Roth IRA

IRS Opens ERC Voluntary Disclosure Program

IRS Opens ERC Voluntary Disclosure Program

The 1031 Exchange Explained

The 1031 Exchange Explained

What To Do With Old Retirement Accounts

What To Do With Old Retirement Accounts

Two Estate Planning Strategies to Help Protect Wealth

Two Estate Planning Strategies to Help Protect Wealth

The Key Functions of Your Nonprofit Board

The Key Functions of Your Nonprofit Board

Essential Guidelines for Owner-Involved Business Loans

Essential Guidelines for Owner-Involved Business Loans

NLRB Decision May Affect Your Workplace Policies

NLRB Decision May Affect Your Workplace Policies

Why the Cost of Customer Acquisition Is So Important

Why the Cost of Customer Acquisition Is So Important

Determining Reasonable Compensation for S-Corp Owners

Determining Reasonable Compensation for S-Corp Owners

Will You Need To Report Beneficial Ownership Information?

Will You Need To Report Beneficial Ownership Information?

How Top CEOs Found Success Through Immersion

How Top CEOs Found Success Through Immersion

Mistakes To Avoid When Setting Growth Goals

Mistakes To Avoid When Setting Growth Goals

From Surviving to Thriving: The Benefits of Digital Transformation

From Surviving to Thriving: The Benefits of Digital Transformation

Hiring Your Child Can Help You Save Big in Taxes

Hiring Your Child Can Help You Save Big in Taxes

The Power of AI: Boosting Worker Productivity

The Power of AI: Boosting Worker Productivity

6 Misconceptions of a Revocable Living Trust

6 Misconceptions of a Revocable Living Trust

Business Travel Expenses: Per Diem vs Actual Expenses

Business Travel Expenses: Per Diem vs Actual Expenses

M&A considerations resulting from the new required tax treatment of R&D costs

M&A considerations resulting from the new required tax treatment of R&D costs

IRS Dirty Dozen Top Tax Scams To Avoid

IRS Dirty Dozen Top Tax Scams To Avoid

FASB proposes guidance on income tax disclosures

FASB proposes guidance on income tax disclosures

Properly Funding Your Living Trust

Properly Funding Your Living Trust

Proposed regulations on using forfeitures in retirement plans

Proposed regulations on using forfeitures in retirement plans

R&E Expense Amortization Got You Down?

R&E Expense Amortization Got You Down?

Key provisions of the SECURE 2.0 Act for individuals

Key provisions of the SECURE 2.0 Act for individuals

Kentucky enacts personal income tax rate reduction

Kentucky enacts personal income tax rate reduction

Protecting Your Finances During an Economic Downturn

Protecting Your Finances During an Economic Downturn

Incentivize Employees With Stock Appreciation Rights Instead of Equity

Incentivize Employees With Stock Appreciation Rights Instead of Equity

ASC 842: The clock is ticking; act now to remain compliant

ASC 842: The clock is ticking; act now to remain compliant

Manufacturing sector posts first decline in nearly 3 years, while labor demand remains robust

Manufacturing sector posts first decline in nearly 3 years, while labor demand remains robust

FASB Proposes Changes to Lease Accounting Rules

FASB Proposes Changes to Lease Accounting Rules

5 essential conversations for the family at year end

5 essential conversations for the family at year end

When To Outsource Your Accounting

When To Outsource Your Accounting

Five Steps to Recognizing Revenue in Financials

Five Steps to Recognizing Revenue in Financials

What Is an S-Corp Election?

What Is an S-Corp Election?

Expect More IRS Audits

Expect More IRS Audits

Final Rule on surprise medical billing released

Final Rule on surprise medical billing released

How the Student Loan Debt Relief Plan works

How the Student Loan Debt Relief Plan works

The Clean Vehicle Tax Credit Program

The Clean Vehicle Tax Credit Program

Research and Development Tax Credits

Research and Development Tax Credits

Overview and Benefits of a Stock Option Plan

Overview and Benefits of a Stock Option Plan

Preparing Your Business for a Recession

Preparing Your Business for a Recession

IRS proposes regulations to the basic exclusion amount for estate and gift tax

IRS proposes regulations to the basic exclusion amount for estate and gift tax

Tips for Raising Financially Literate Young Adults

Tips for Raising Financially Literate Young Adults

Succession Planning for Nonprofits

Succession Planning for Nonprofits

Protecting Your Company From Ransomware

Protecting Your Company From Ransomware

How Cryptocurrency Transactions Are Taxed

How Cryptocurrency Transactions Are Taxed

There Is Still Time To Make an IRA Contribution for 2021

There Is Still Time To Make an IRA Contribution for 2021

The Benefits of Hiring an Outsourced CFO

The Benefits of Hiring an Outsourced CFO

Family office dream team

Family office dream team

How Cost Segregation Studies Help Real Estate Owners Defer Taxes

How Cost Segregation Studies Help Real Estate Owners Defer Taxes

RSM Survey Shows How COVID-19 Has Influenced a Transformation of the Working World

RSM Survey Shows How COVID-19 Has Influenced a Transformation of the Working World

How the Federal Reserve Fights Inflation

How the Federal Reserve Fights Inflation

Protecting Wealth With a Life Insurance Trust

Protecting Wealth With a Life Insurance Trust

IRS releases guidance on Q4 removal of employee retention credit

IRS releases guidance on Q4 removal of employee retention credit

Valuing Your Business

Valuing Your Business

IRS clarifies temporary deductibility of per diem meal expenses

IRS clarifies temporary deductibility of per diem meal expenses

Tax Implications of the Infrastructure Act

Tax Implications of the Infrastructure Act

House passes infrastructure legislation; sends bill to President Biden

House passes infrastructure legislation; sends bill to President Biden

President Biden signs American Rescue Plan Act of 2021

President Biden signs American Rescue Plan Act of 2021

Leveraging a Spousal Lifetime Access Trust

Leveraging a Spousal Lifetime Access Trust

SBA Enhances the Economic Injury Disaster Loan Program

SBA Enhances the Economic Injury Disaster Loan Program

House Ways and Means Committee Proposed Tax Changes

House Ways and Means Committee Proposed Tax Changes

Tax Benefits of Opportunity Zone Funds

Tax Benefits of Opportunity Zone Funds

Preventing and Addressing Fraud in Your Business

Preventing and Addressing Fraud in Your Business

10 Recruiting Strategies for a Tight Labor Market (Part 2)

10 Recruiting Strategies for a Tight Labor Market (Part 2)

10 Recruiting Strategies for a Tight Labor Market (Part 1)

10 Recruiting Strategies for a Tight Labor Market (Part 1)

Advance Child Tax Credit Payments

Advance Child Tax Credit Payments

The Qualified Business Income Tax Deduction

The Qualified Business Income Tax Deduction

Budget Reconciliation – A Potential Path for President Biden’s Plans

Budget Reconciliation – A Potential Path for President Biden’s Plans

The American Families Plan

The American Families Plan

Tax Strategies for Real Estate Owners

Tax Strategies for Real Estate Owners

HSC Avantax The Power of Planning

HSC Avantax The Power of Planning

Benefits to Attract and Retain Employees

Benefits to Attract and Retain Employees

The IRS provides further guidance on the Employee Retention Tax Credit

The IRS provides further guidance on the Employee Retention Tax Credit

The American Rescue Plan Act of 2021

The American Rescue Plan Act of 2021

President Biden signs American Rescue Plan Act of 2021

What we know about the Restaurant Revitalization Fund

Expanded PPP Guidance and Upcoming Deadlines

Expanded PPP Guidance and Upcoming Deadlines

Guidance issued for employers claiming the Employee Retention Credit

Guidance issued for employers claiming the Employee Retention Credit

Employee Retention Credit: Answers to frequently asked questions

Employee Retention Credit: Answers to frequently asked questions

CAA 2021 Changes to Paid Sick Leave and FSAs

CAA 2021 Changes to Paid Sick Leave and FSAs

Expansion of the Employee Retention Tax Credit

Expansion of the Employee Retention Tax Credit

Real estate industry outlook

Real estate industry outlook

What You Need To Know About Form 1099-NEC

What You Need To Know About Form 1099-NEC

Consolidated Appropriations Act 2021 Webinar

Consolidated Appropriations Act 2021 Webinar

The Consolidated Appropriations Act, 2021

The Consolidated Appropriations Act, 2021

PPP Loan Forgiveness and Tax Planning

PPP Loan Forgiveness and Tax Planning

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

Industrials industry outlook

Family Business Matters

Family Business Matters

What if Your Customer Files Bankruptcy?

What if Your Customer Files Bankruptcy?

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

Laying the foundation for construction’s IT future

Laying the foundation for construction’s IT future

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

Paycheck Protection Program Webinar 04-17-2020

Paycheck Protection Program Webinar 04-17-2020

What the CARES Act Means for Business

What the CARES Act Means for Business

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

Industrial products industry outlook

Industrial products industry outlook

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

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