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When To Outsource Your Accounting

When To Outsource Your Accounting

Thanks to the cloud and automation, outsourcing has never been a more viable option than it is today. Quite often, outsourcing can be more efficient and less expensive than hiring dedicated staff. In this video, we'll cover the benefits of outsourcing your accounting.
Five Steps to Recognizing Revenue in Financials

Five Steps to Recognizing Revenue in Financials

The FASB and IASB have provided standards for properly recognizing revenue in your financials. Using a five step process, companies recognize revenue based on the value and timing of when control of the goods and services are transferred to the customer. Learn about the standards and how to properly recognize revenue for your company.
What Is an S-Corp Election?

What Is an S-Corp Election?

Business owners often struggle with determining the optimal legal structure and tax treatment for their business. This video will explain an S-Corp tax election and how it may benefit you and your business.
How the Student Loan Debt Relief Plan works

How the Student Loan Debt Relief Plan works

President Biden announced a plan to extend the pause on student loan repayments and offer student loan forgiveness to millions of borrowers. Under the Student Loan Debt Relief Plan, eligible borrowers will have up to $20,000 of their student loans forgiven. Watch this video to learn more about the program.
The Clean Vehicle Tax Credit Program

The Clean Vehicle Tax Credit Program

The Inflation Reduction Act includes the Clean Vehicle Tax Credit program which provides tax credits for purchasing electric vehicles. Learn about the tax credits and limits on qualifications.
Research and Development Tax Credits

Research and Development Tax Credits

While most companies expense the cost of research and development activities, most fail to take advantage of the R&D tax credit. Learn how the tax credit works and what expenses qualify for it.
Preparing Your Business for a Recession

Preparing Your Business for a Recession

A recession can be challenging for any business. However, business owners can take steps to prepare for a recession and position their companies for growth as the economy recovers. In this video, we'll provide six tips to help you and your business prepare for a recession.
Tips for Raising Financially Literate Young Adults

Tips for Raising Financially Literate Young Adults

Parenting comes with many responsibilities, which include teaching children how to budget, save money, and make responsible financial decisions. In this video, we’ll cover six tips to help your children learn about saving, spending and investing.
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.
Valuing Your Business

Valuing Your Business

A business valuation helps to determine the fair market value of a company and may be needed for a variety of reasons such as buying or selling a business, transferring equity, developing an estate plan or purchasing insurance. In this video, we'll cover why you might need a valuation and the common methodologies used to determine value.
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.
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.