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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.
Tax Implications of the Infrastructure Act

Tax Implications of the Infrastructure Act

On November 15, 2021, President Biden signed the Infrastructure Investment and Jobs Act into law. In this video, we will cover three tax-related provisions that may affect you and your business.
House passes infrastructure legislation; sends bill to President Biden

House passes infrastructure legislation; sends bill to President Biden

Bipartisan infrastructure bill passes House with bipartisan vote. President Biden expected to sign by end of next week.
IRS releases 2022 retirement plan limitations

IRS releases 2022 retirement plan limitations

The IRS has released its annual cost-of-living adjustments for retirement plan limits, effective Jan. 1, 2022.
Build Back Better Act – Key international tax provisions

Build Back Better Act – Key international tax provisions

A revised version of the Build Back Better Act released by the House includes sweeping changes to the U.S. international tax system.
Build Back Better Act – What is in and what is out?

Build Back Better Act – What is in and what is out?

After intense negotiations, some provisions were eliminated while others were rewritten in an effort to appease all Democratic members.
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.
SBA Enhances the Economic Injury Disaster Loan Program

SBA Enhances the Economic Injury Disaster Loan Program

The SBA has modified and enhanced the Economic Injury Disaster Loan (EIDL) program to expand both eligibility and program benefits. In this video, we'll quickly cover the changes and how they might help you and your business.