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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.
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 business.
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 will cover 5 more tips and strategies to help improve your success in attracting and hiring qualified candidates for your company.
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 strategies to help improve your success in attracting and hiring qualified candidates for your company.
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 business income from the entity. Here's a great 3-minute video to find out more.
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 these bills into law. In this video, we’ll discuss the budget reconciliation process as a possible path.
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 more attractive tax strategies for real estate owners.
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 be a powerful force in an employee’s decision. In this video, we cover benefits to help attract and retain great employees.
The IRS provides further guidance on the Employee Retention Tax Credit (authored by RSM US LLP)

The IRS provides further guidance on the Employee Retention Tax Credit (authored by RSM US LLP)

The Relief Act made changes on how the Employee Retention Tax Credit works during the first two quarters of 2021.
What we know about the Restaurant Revitalization Fund (authored by RSM US LLP)

What we know about the Restaurant Revitalization Fund (authored by RSM US LLP)

American Rescue Plan Act of 2021 creates $28.6 billion grant program for restaurants and other food or beverage service companies.
The American Rescue Plan Act of 2021

The American Rescue Plan Act of 2021

On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law to help address the impact of the coronavirus pandemic. In this video, we will cover the major features for both businesses and individuals of the $1.9 trillion plan.