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Preparing Your Business for a Recession

Preparing Your Business for a Recession

A recession can be challenging for any business. However, business owners can take steps to prepare for a recession and position their companies for growth as the economy recovers. In this video, we'll provide six tips to help you and your business prepare for a recession.
Tips for Raising Financially Literate Young Adults

Tips for Raising Financially Literate Young Adults

Parenting comes with many responsibilities, which include teaching children how to budget, save money, and make responsible financial decisions. In this video, we’ll cover six tips to help your children learn about saving, spending and investing.
Succession Planning for Nonprofits

Succession Planning for Nonprofits

Grooming future leaders and mapping out a succession plan in advance is one of the best ways to mitigate the risk of losing key personnel and prepare for the future needs and growth of an organization. This video offers tips and best practices for creating and implementing a succession plan for your nonprofit.
Protecting Your Company From Ransomware

Protecting Your Company From Ransomware

Ransomware is a significant threat for business owners of any size, and the damages can be catastrophic. This video will explain what ransomware is and provide seven tips on protecting you and your company.
How Cryptocurrency Transactions Are Taxed

How Cryptocurrency Transactions Are Taxed

As use of cryptocurrency has been growing, many users aren't aware of the tax rules and regulations that govern cryptocurrency transactions. In this video, we'll explain how and when cryptocurrencies are taxed, as well as how to report transactions to the IRS.
There Is Still Time To Make an IRA Contribution for 2021

There Is Still Time To Make an IRA Contribution for 2021

A great way to reduce taxable income while saving for the future is by contributing to an Individual Retirement Account. Learn about IRAs including the deadline to contribute, limits and tax deductibility.
The Benefits of Hiring an Outsourced CFO

The Benefits of Hiring an Outsourced CFO

When it comes to running any organization, proper financial management is critical. One of the most important decisions you'll make is if and when to hire a Chief Financial Officer. While many organizations may not be ready for a full-time CFO, they may significantly benefit from hiring an outsourced CFO.
How Cost Segregation Studies Help Real Estate Owners Defer Taxes

How Cost Segregation Studies Help Real Estate Owners Defer Taxes

Real estate owners who have purchased, constructed or renovated real estate should consider performing a cost segregation study to accelerate depreciation and defer income taxes. Watch now to learn more.
How the Federal Reserve Fights Inflation

How the Federal Reserve Fights Inflation

With inflation recently rising to levels not seen in decades, the Federal Reserve is taking steps to stabilize prices. Watch this short video to learn what tools the Federal Reserve uses to fight inflation.
Protecting Wealth With a Life Insurance Trust

Protecting Wealth With a Life Insurance Trust

A life insurance trust is an estate planning tool for maximizing the value of an estate passed to one's heirs. Learn how a life insurance trust works and how it may help you protect wealth.
Valuing Your Business

Valuing Your Business

A business valuation helps to determine the fair market value of a company and may be needed for a variety of reasons such as buying or selling a business, transferring equity, developing an estate plan or purchasing insurance. In this video, we'll cover why you might need a valuation and the common methodologies used to determine value.
Tax Implications of the Infrastructure Act

Tax Implications of the Infrastructure Act

On November 15, 2021, President Biden signed the Infrastructure Investment and Jobs Act into law. In this video, we will cover three tax-related provisions that may affect you and your business.
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 near future by potential legislation. This video provides an overview of the Spousal Lifetime Access Trust and how it can help couples maximize their lifetime gift tax exemption.
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 video, we'll quickly cover the changes and how they might help you and your business.
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 $3.5 trillion spending package. In this video, we briefly cover some of the more important proposed tax changes.