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  • Employee Retirement Plans for Small Businesses

    Employee Retirement Plans for Small Businesses

    If you're self-employed or a small business owner, you may benefit from establishing an employee retirement plan. Here's a great video you don't want to miss.
    What You Need to Know About the Gift Tax

    What You Need to Know About the Gift Tax

    Gifting can be an strategic part of your estate plan, but it's important to understand how the Gift Tax works. The Gift Tax is a federal tax on assets transferred to a recipient when full payment is not received in return. In this video you'll learn important tax advantages of gifting.
    Nine Year-End Tax Strategies for 2019

    Nine Year-End Tax Strategies for 2019

    Before the end of the year, you'll want to consider strategies to reduce your tax liabilities for 2019. Here's a great video you don't want to miss.
    Contingency Planning for Business Owners

    Contingency Planning for Business Owners

    All businesses face a variety of risks, which is why it's important to have contingency plans in place to deal with unexpected events. In this video, you will learn 5 important steps to contingency planning for your business.
    The New W-4 Form Explained

    The New W-4 Form Explained

    The IRS issued a new W-4 form for 2020 to more accurately match your payheck withholdings with your actual tax obligations. Here's a great video that explains what's different with the new W-4 Form:
    Top 7 Internal Controls to Prevent Fraud

    Top 7 Internal Controls to Prevent Fraud

    All companies are susceptible to and will likely experience fraud at some point. In this video, you will learn about simple and easy to implement controls and processes.
    Do I Need a Will?

    Do I Need a Will?

    While death is a fact of life, it can be exceptionally hard for those left behind. A Will can help provide direction and ease the burden for your loved ones.
    7 Tax Minimization Strategies for Investing

    7 Tax Minimization Strategies for Investing

    Keep more of your investment dollars in your pocket with the following tax minimization strategies. In this short video, we'll cover seven strategies to help you minimize taxes when investing in stocks, real estate and other types of assets.
    LLC vs S-Corp: What’s the Difference?

    LLC vs S-Corp: What’s the Difference?

    If you're starting or have already started your own business, you've probably heard about the advantages of incorporation. You'll learn the differences between an LLC and S-Corp, and how both can be used together. We'll also cover the benefits and tax implications of each.
    Strategies for Estate Planning

    Strategies for Estate Planning

    With recent tax changes, it is important to make sure that you are making good choices as it relates to your Estate Plan. The Internal Revenue Service recently increased the estate tax exclusion. While this can be a big benefit, it's important to have strategies in place to ensure you are protecting your assets.
    Safe Harbor 401(k) Plans

    Safe Harbor 401(k) Plans

    Safe Harbor 401(k) plans are the most popular type of 401(k) used by small businesses today. Here's a great 3 minute video you don't want to miss.
    All About Opportunity Zones

    All About Opportunity Zones

    Expecting a Capital Gain? You may be able to receive significant tax incentives for investing in an Opportunity Zone Fund. Here's a great 2 minute video to find out more.
    Cash Balance Retirement Plans

    Cash Balance Retirement Plans

    Cash Balance Retirement Plans are growing in popularity due to their high contribution limits and tax saving benefits. Here's a great 2 minute video to find out more.
    The Why and How of Setting Up a Trust

    The Why and How of Setting Up a Trust

    There are many different options to provide for your loved ones and a trust may be the best option. Watch now to learn about each type of trust and the benefits they offer.
    Retirement Savings: 401(k) vs IRA

    Retirement Savings: 401(k) vs IRA

    There are key financial and tax advantages for both a 401(k) and an IRA, but you may not be maximizing the advantages of both. Watch Now to learn how you can optimize your savings for retirement.