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...

By Jamie Brandon
Watch Now
""

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...

By Jamie Brandon
Watch Now
""

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...

By Jamie Brandon
Watch Now
""

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...

By Jamie Brandon
Watch Now
""

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...

By Jamie Brandon
Watch Now
""

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...

By Jamie Brandon
Watch Now
""

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...

By Jamie Brandon
Watch Now
""

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...

By Jamie Brandon
Watch Now
""

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...

By Jamie Brandon
Watch Now
""

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...

By Jamie Brandon
Watch Now