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Leveraging a Spousal Lifetime Access Trust

Leveraging a Spousal Lifetime Access Trust

The lifetime gift tax exemption is at an all-time high of $11.7 million per individual and $23.4 million per couple but may be reduced in the ...
SBA Enhances the Economic Injury Disaster Loan Program

SBA Enhances the Economic Injury Disaster Loan Program

The SBA has modified and enhanced the Economic Injury Disaster Loan (EIDL) program to expand both eligibility and program benefits. In this ...
House Ways and Means Committee Proposed Tax Changes

House Ways and Means Committee Proposed Tax Changes

The House of Representatives Ways and Means Committee recently released draft legislation that would increase taxes to help pay for the proposed ...
Tax Benefits of Opportunity Zone Funds

Tax Benefits of Opportunity Zone Funds

The proposed plan to increase long-term capital gains tax rates has motivated investors to seek opportunities to defer and reduce capital gains ...
Preventing and Addressing Fraud in Your Business

Preventing and Addressing Fraud in Your Business

Fraud is a significant problem across businesses of all sizes. Here's a great video on steps you can take to prevent and address fraud in your ...
10 Recruiting Strategies for a Tight Labor Market (Part 2)

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

Recruiting is one of the most important functions of any company, especially in a tight labor market. In this second of a two-part series, we ...
10 Recruiting Strategies for a Tight Labor Market (Part 1)

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

Recruiting is one of the most important functions of any company, especially in a tight labor market. In this video, we will cover 5 tips and ...
Advance Child Tax Credit Payments

Advance Child Tax Credit Payments

The American Rescue Plan expanded the Child Tax Credit and provided a mechanism for families to receive advance payments for the credit. In ...
The Qualified Business Income Tax Deduction

The Qualified Business Income Tax Deduction

The Qualified Business Income (QBI) Deduction can reduce an individual's tax liability on pass-through income by as much as 20% of taxable ...
Budget Reconciliation – A Potential Path for President Biden’s Plans

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

President Biden has proposed the American Jobs Plan and the American Families Plan, but a closely divided senate makes it challenging to turn ...
The American Families Plan

The American Families Plan

On April 28, 2021, President Biden introduced the American Families Plan, a $1.8 trillion spending plan that includes tax increases on ...
Tax Strategies for Real Estate Owners

Tax Strategies for Real Estate Owners

In addition to appreciation and income generation, rental real estate can provide many tax benefits. In this video, we will cover some of the ...
HSC Avantax The Power of Planning

HSC Avantax The Power of Planning

Back to the Resource GalleryHSC Avantax: The Power of PlanningLet's Talk! You can call us at (800) 880-7800 or fill out the form below and we'll ...
Benefits to Attract and Retain Employees

Benefits to Attract and Retain Employees

Attracting and retaining great employees can be very challenging. While compensation is certainly important, your employee benefits package can ...
The IRS provides further guidance on the Employee Retention Tax Credit

The IRS provides further guidance on the Employee Retention Tax Credit

The Relief Act made changes on how the Employee Retention Tax Credit works during the first two quarters of 2021.

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