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10 Tips for Managing a Remote Workforce

10 Tips for Managing a Remote Workforce

The spread of the Coronavirus has caused many companies to have employees work remotely. In this short video, we walk through 10 tips to help maintain a productive workforce, a collaborative work environment, and a positive company culture while working remotely.
Employee Retirement Plans for Small Businesses

Employee Retirement Plans for Small Businesses

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What You Need to Know About the Gift Tax

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 federal tax on assets transferred to a recipient when full payment is not received in return. In this video you'll learn important tax advantages of gifting.
All About Equity Crowdfunding

All About Equity Crowdfunding

Crowdfunding has become a relatively new way for businesses to raise capital. In this short video, you'll learn how businesses are leveraging equity crowdfunding to raise capital from both accredited and non-accredited investors.
Nine Year-End Tax Strategies for 2019

Nine Year-End Tax Strategies for 2019

Before the end of the year, you'll want to consider strategies to reduce your tax liabilities for 2019. Here's a great video you don't want to miss.
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

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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.
LLC vs S-Corp: What’s the Difference?

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 and S-Corp, and how both can be used together. We'll also cover the benefits and tax implications of each.
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.