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Donor-Advised Fund vs. Private Foundation
Last minute negotiations pave way for Congress to pass second major COVID-19 stimulus package with tax law changes and tax extenders.
Three Signs it’s Time to Outsource Your IT
Last minute negotiations pave way for Congress to pass second major COVID-19 stimulus package with tax law changes and tax extenders.
Are You Canadian With a U.S. Executor? Consider all Your Options.
Last minute negotiations pave way for Congress to pass second major COVID-19 stimulus package with tax law changes and tax extenders.
Finding the Social Security “sweet spot”
Last minute negotiations pave way for Congress to pass second major COVID-19 stimulus package with tax law changes and tax extenders.
Is it time to put a stop to your international identity crisis?
Last minute negotiations pave way for Congress to pass second major COVID-19 stimulus package with tax law changes and tax extenders.
Succession Planning in the Agriculture Industry
Last minute negotiations pave way for Congress to pass second major COVID-19 stimulus package with tax law changes and tax extenders.
Common Misconceptions about Personal Income Tax Returns
Last minute negotiations pave way for Congress to pass second major COVID-19 stimulus package with tax law changes and tax extenders.
Pairing a Pour-Over Will With Your Trust
Does your estate plan include a trust? If so, you should know about an estate planning tool called a Pour-Over Will which helps ensure that all assets are moved into a Trust after an individual's death.
Guidance on PPP Loans of $50,000 or Less
In October of 2020, the SBA and Treasury released an Interim Final Rule that makes it significantly easier for businesses with Paycheck Protection Program loans of $50,000 or less to receive forgiveness. Watch now to learn the details.
What if Your Customer Files Bankruptcy?
It’s something every business owner hates to hear - your customer filed for bankruptcy. In this video, we’re going to provide information about the bankruptcy process to help you with your recovery efforts.
Benefits of a Fractional CFO
As your company grows, the need for greater experience and more sophistication in accounting and finance will also grow. If your company is facing the question of whether or not to hire a full-time CFO, you might want to consider a fractional CFO instead. In this video, we explore the benefits of having a fractional CFO.
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.
Succession Planning for Business Owners
Succession planning is essential for business owners to ensure that their business will survive, if not thrive, through a transition of leadership. In this video, we'll cover why you need a plan and key components of a plan.
Main Street Lending Program
In response to the COVID-19 pandemic, the Federal Reserve authorized the establishment of the Main Street Lending Program which will provide up to $600 billion of loans to small and medium-sized businesses. Watch this video for an overview of how this new program may help your business.
Cybersecurity with a Remote Workforce
The increased use of collaboration and cloud technologies have enabled employees to stay productive while working from home, but have also increased the risk of phishing attacks, online fraud and cyber attacks. In this short video, we will provide 7 steps to protecting yourself and your company.
What the CARES Act means for Individuals
On March 27th, 2020 the Coronavirus Aid, Relief and Economic Security Act, also known as the CARES Act, was signed into law to provide much-needed help to both businesses and individuals. Watch this short video to learn more about the Act.
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