RESOURCE GALLERY

AI has finally shifted from headline hype to practical help because three new tools remove the friction that kept it bottled up: the Model Context Protocol, autonomous AI agents, and AI-powered browsers. Here’s how they’re turning chatbots into true coworkers—and why your business should care.

If you're shopping for a new car, there's a limited-time tax break that could save you thousands of dollars. However, there's a specific window of time, the rules are strict, and you must act strategically to make it work. Watch our video to learn more.

Discover the impact of the newly enacted One Big Beautiful Bill Act on your taxes, with permanent changes to individual tax rates, deductions, and innovative benefits for families. Uncover key updates and tax planning strategies to maximize your returns and capitalize on new opportunities for both individuals and businesses. Dive into the details to ensure you thrive under this transformative legislation.

Scammers can now imitate your bank, your vendors, even your own executives, often with AI-generated voices. Watch this video to learn about safeguards your company can use to block these look-alike attacks.

In a world of constant change and unpredictability, scenario planning empowers businesses to anticipate multiple futures and make informed decisions. This strategic approach helps organizations manage risks, optimize resources, and stay agile amidst economic volatility, technological advancements, and shifting consumer preferences. Discover how scenario planning can transform your company's resilience and growth potential.

Economic upheaval doesn’t just bring challenges - it opens the door for businesses that are willing to adapt. Now is the time to rethink your operations and uncover new opportunities for growth.

Has your business outgrown basic bookkeeping? If you’re facing bigger decisions, more complexity, or uncertainty about your financial future, it may be time to consider whether you need more strategic financial support than a bookkeeper can provide.

Every stage of the business lifecycle comes with hidden financial risks—and most aren’t where you’d expect them. From early cash flow traps to overlooked succession planning, it’s easy to miss the warning signs until they’ve already impacted your bottom line. In this video, we break down the most common blind spots—and how to stay ahead of them.

When relatives lend or gift money, it can strengthen family bonds or lead to complications if not handled properly. This video explores the differences between gifts and loans in family finances, highlighting IRS guidelines and offering strategies to manage these transactions with minimal tax impact.

Uncover common estate planning mistakes that could jeopardize your assets and learn how to avoid them. Find out why aligning beneficiary designations with your will or trust is vital and discover the benefits of setting up a trust to manage your assets effectively.

Preparing your business for a future transition is crucial to its success. Learn how to avoid common mistakes and ensure your business thrives through any change.

In a recent legal development, Beneficial Ownership Information (BOI) reporting requirements are back in effect following a federal court decision. On February 18, 2025, the U.S. District Court for the Eastern District of Texas granted FinCEN a stay order on its previously issued preliminary nationwide injunction against the Corporate Transparency Act (CTA). This ruling means that businesses must now comply with BOI reporting obligations, with most companies facing a March 21, 2025, filing deadline