RESOURCE GALLERY

8/8/20 Executive Order: Payroll Tax Deferral

8/8/20 Executive Order: Payroll Tax Deferral

On August 8, 2020, President Trump signed an executive order directing the Secretary of the Treasury to permit employers to defer certain payroll tax obligations. Watch now to learn about the Order and the payroll tax deferrals.
Scenario Planning

Scenario Planning

What if your organization was already prepared to respond to the challenges brought about by COVID-19? Scenario planning is a savvy management tool that helps organizations deal with the uncertain world in which we live.
Paycheck Protection Flexibility Act Extends PPP Spending Deadline

Paycheck Protection Flexibility Act Extends PPP Spending Deadline

The PPP forgiveness rules continue to evolve. Wednesday night (June 3), the Senate voted unanimously to accept the legislation previously passed by the House, and President Trump is expected to sign soon.
Assessing the impact of COVID-19 pandemic on investment valuations

Assessing the impact of COVID-19 pandemic on investment valuations

Portfolio managers of investment companies are considering the impact of COVID-19 and economic conditions on their March 2020 valuations.
IRS extends time to make 163(j) real property business elections

IRS extends time to make 163(j) real property business elections

Provides more time to elect out of 163(j) interest deduction limitation for taxpayers with certain real property or farming businesses.
10 Tips for Managing a Remote Workforce

10 Tips for Managing a Remote Workforce

The spread of the Coronavirus has caused many companies to have employees work remotely. In this short video, we walk through 10 tips to help maintain a productive workforce, a collaborative work environment, and a positive company culture while working remotely.
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.
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.
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.