Hours: Monday - Friday 8:00 am - 5:00 pm

Resources

Search Results

Two Estate Planning Strategies to Help Protect Wealth

Two Estate Planning Strategies to Help Protect Wealth

A goal of estate planning is to maximize the wealth that is passed on to one's heirs. In this video, we'll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth.
The Key Functions of Your Nonprofit Board

The Key Functions of Your Nonprofit Board

Nonprofit board service can be as exhausting as it is rewarding. Whether you are on a board yourself, thinking about joining a board, or seeking to improve the one you sit on, here are three things that high-functioning nonprofit boards get right.
New proposal aims to boost electric vehicle purchases through tax credits

New proposal aims to boost electric vehicle purchases through tax credits

Starting in 2024, tax credits for electric vehicles could be transferred to dealers, reducing the vehicle's purchase price. The proposal aims to expand EV adoption by offering immediate financial benefits and broadening the pool of eligible consumers.
Essential Guidelines for Owner-Involved Business Loans

Essential Guidelines for Owner-Involved Business Loans

Learn the important considerations when loaning money to your business or borrowing from it to avoid legal and tax issues.
NLRB Decision May Affect Your Workplace Policies

NLRB Decision May Affect Your Workplace Policies

Discover how a recent decision by the National Labor Relations Board could reshape workplace policies and potentially impact your business. Learn more about Section 7 of the National Labor Relations Act and the NLRB decision means for employee rights and how it could affect your company's rules.
Property taxes: calculation and minimization strategies

Property taxes: calculation and minimization strategies

Gain a clear understanding of how property taxes are calculated, including the crucial role of the mill rate and how the assessed value of your property is determined, empowering you to make informed decisions.
The home office deduction: myths and must-knows

The home office deduction: myths and must-knows

The home office deduction offers a valuable tax break for the self-employed, freelancers, and independent contractors. Learn about the deduction and how it may reduce your tax liability.
Navigating the future of student loan repayment

Navigating the future of student loan repayment

Get ready for the end of the student loan payment suspension and discover the new SAVE plan, a restructuring of student loan repayments that offers expanded eligibility, reduced payments, and greater income protection.
Strategic giving: comparing private foundations and donor-advised funds

Strategic giving: comparing private foundations and donor-advised funds

Discover the benefits of private foundations for managing charitable giving and how they differ from donor-advised funds. Gain greater control and flexibility over your philanthropic efforts while creating a lasting legacy of giving for future generations.
Inheriting an IRA, but not from your spouse? Here’s what you need to know.

Inheriting an IRA, but not from your spouse? Here’s what you need to know.

While inheriting an IRA can be a boon, it's crucial to understand the rules governing it to avoid unnecessary taxes or penalties. 
Corporate Transparency Act: Are You Prepared?

Corporate Transparency Act: Are You Prepared?

Congress has enacted a new, significant and pervasive compliance program: the Corporate Transparency Act (CTA). The CTA requires reports of beneficial ownership information (BOI) and is estimated to affect more than 32 million existing entities (even after exemptions). Initial reporting for existing entities will commence January 1, 2024, and must be completed before January 1, 2025.
IRS declares a moratorium on processing new employee retention credit claims

IRS declares a moratorium on processing new employee retention credit claims

IRS declares immediate moratorium on processing new claims for Employee Retention Credit due to concerns of scams and improper claims, urging businesses to seek advice from trusted tax professionals.
Why the Cost of Customer Acquisition Is So Important

Why the Cost of Customer Acquisition Is So Important

For any business, understanding and effectively managing the cost of customer acquisition is crucial for success. In this video, we'll explain what it is, how it's calculated, and how it affects a business's profitability, cash flow, and overall growth.
Determining Reasonable Compensation for S-Corp Owners

Determining Reasonable Compensation for S-Corp Owners

As an owner of an S-Corp, understanding the concept of reasonable compensation is crucial for tax planning and compliance. Learn about the IRS's reasonable compensation rules for determining how much should be taken in the form of wages versus pass-through income.
Where to form your LLC: a strategic guide for state selection

Where to form your LLC: a strategic guide for state selection

Choosing the right state for incorporating your LLC can significantly impact your business financially and legally. This article explores the key factors to consider, including annual fees, taxes, owner privacy, and business operations, to help you make an informed decision.
IRS announces transition relief for RMDs following the SECURE 2.0 Act

IRS announces transition relief for RMDs following the SECURE 2.0 Act

Discover how the IRS is providing much-needed relief for Required Minimum Distributions (RMDs) in light of the SECURE 2.0 Act. Learn about the new transition rules that could potentially benefit retirees and their tax planning strategies.