Resource Gallery

Subscribe to our Blog

Sign up for updates through our company blog subscription! Stay up to date with everything tax and consulting!

  • Should be Empty:
  • 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.
    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.
    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 taxes. Opportunity Zone Funds have been increasing in popularity because of their ability to defer and reduce capital gains. Watch now to learn more about Opportunity Zone Funds.
    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.
    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 this video, we will provide an overview of the Child Tax Credit and the advance payments that will begin this summer.
    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.