Insights

Search Results

Contingency Planning for Business Owners

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 video, you will learn 5 important steps to contingency planning for your business.
The New W-4 Form Explained

The New W-4 Form Explained

The IRS issued a new W-4 form for 2020 to more accurately match your payheck withholdings with your actual tax obligations. Here's a great video that explains what's different with the new W-4 Form:
Top 7 Internal Controls to Prevent Fraud

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 controls and processes.
Do I Need a Will?

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 burden for your loved ones.
7 Tax Minimization Strategies for Investing

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 you minimize taxes when investing in stocks, real estate and other types of assets.
Strategies for Estate Planning

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 Revenue Service recently increased the estate tax exclusion. While this can be a big benefit, it's important to have strategies in place to ensure you are protecting your assets.
Safe Harbor 401(k) Plans

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 to miss.
All About Opportunity Zones

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 video to find out more.
Cash Balance Retirement Plans

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 find out more.
Top Cyber Threats and Defense Strategies

Top Cyber Threats and Defense Strategies

Cyber Security is a constant battle for both individuals and companies. Here's a great video on:
The Why and How of Setting Up a Trust

The Why and How of Setting Up a Trust

There are many different options to provide for your loved ones and a trust may be the best option. Watch now to learn about each type of trust and the benefits they offer.