Videos
What You Need to Know About the Gift Tax
Gifting can be an strategic part of your estate plan, but it's important to understand how the Gift Tax works. The Gift Tax is a...
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Contingency Planning for Business Owners
All businesses face a variety of risks, which is why it's important to have contingency plans in place to deal with unexpected events. In this...
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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...
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Do I Need a Will?
While death is a fact of life, it can be exceptionally hard for those left behind. A Will can help provide direction and ease the...
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7 Tax Minimization Strategies for Investing
Keep more of your investment dollars in your pocket with the following tax minimization strategies. In this short video, we'll cover seven strategies to help...
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LLC vs S-Corp: What’s the Difference?
If you're starting or have already started your own business, you've probably heard about the advantages of incorporation. You'll learn the differences between an LLC...
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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...
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Safe Harbor 401(k) Plans
Safe Harbor 401(k) plans are the most popular type of 401(k) used by small businesses today. Here's a great 3 minute video you don't want...
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All About Opportunity Zones
Expecting a Capital Gain? You may be able to receive significant tax incentives for investing in an Opportunity Zone Fund. Here's a great 2 minute...
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Cash Balance Retirement Plans
Cash Balance Retirement Plans are growing in popularity due to their high contribution limits and tax saving benefits. Here's a great 2 minute video to...
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