Articles by

Olsen Thielen

Preparing Your Business for a Recession

June 21, 2022

VIDEO: A recession can be challenging for any business. However, business owners can take steps to prepare for a recession and position their companies for growth as the economy recovers. In this video, we'll provide six tips to help you and your business prepare for a recession.

Tips for Raising Financially Literate Young Adults

May 25, 2022

VIDEO: Parenting comes with many responsibilities, which include teaching children how to budget, save money, and make responsible financial decisions. In this video, we'll cover six tips to help your children learn about saving, spending and investing.

Succession Planning for Nonprofits

May 4, 2022

VIDEO: Grooming future leaders and mapping out a succession plan in advance is one of the best ways to mitigate the risk of losing key personnel and prepare for the future needs and growth of an organization.

Protecting Your Company From Ransomware

April 6, 2022

VIDEO: Ransomware is a significant threat for business owners of any size, and the damages can be catastrophic. This video will explain what ransomware is and provide seven tips on protecting you and your company.

How Cryptocurrency Transactions Are Taxed

March 26, 2022

VIDEO: As use of cryptocurrency has been growing, many users aren't aware of the tax rules and regulations that govern cryptocurrency transactions. In this video, we'll explain how and when cryptocurrencies are taxed, as well as how to report transactions to the IRS.

The Benefits of Hiring an Outsourced CFO

February 14, 2022

VIDEO: One of the most important decisions you'll make while running an organization is if and when to hire a Chief Financial Officer. While many organizations may not be ready for a full-time CFO, they may significantly benefit from hiring an outsourced CFO.

How Cost Segregation Studies Help Real Estate Owners Defer Taxes

January 26, 2022

VIDEO: Real estate owners who have purchased, constructed or renovated real estate should consider performing a cost segregation study to accelerate depreciation and defer income taxes. Watch now to learn more.

How the Federal Reserve Fights Inflation

January 12, 2022

VIDEO: With inflation recently rising to levels not seen in decades, the Federal Reserve is taking steps to stabilize prices. Watch this short video to learn what tools the Federal Reserve uses to fight inflation.

Protecting Wealth With a Life Insurance Trust

December 16, 2021

VIDEO: A life insurance trust is an estate planning tool for maximizing the value of an estate passed to one's heirs. Learn how a life insurance trust works and how it may help you protect wealth.

Valuing Your Business

November 30, 2021

VIDEO: A business valuation helps to determine the fair market value of a company and may be needed for a variety of reasons such as buying or selling a business, transferring equity, developing an estate plan or purchasing insurance. In this video, we'll cover why you might need a

Leveraging a Spousal Lifetime Access Trust

October 26, 2021

VIDEO: The lifetime gift tax exemption is at an all-time high of $11.7 million per individual and $23.4 million per couple but may be reduced in the near future by potential legislation. This video provides an overview of the Spousal Lifetime Access Trust and how it can help couples maximize

Tax Benefits of Opportunity Zone Funds

September 2, 2021

VIDEO: The proposed plan to increase long-term capital gains tax rates has motivated investors to seek opportunities to defer and reduce capital gains taxes. Opportunity Zone Funds have been increasing in popularity because of their ability to defer and reduce capital gains. Watch now to learn more about

Preventing and Addressing Fraud in Your Business

August 18, 2021

VIDEO: Fraud is a significant problem across businesses of all sizes. Here's a great video on steps you can take to prevent and address fraud in your business.

10 Recruiting Strategies for a Tight Labor Market (Part 2)

July 29, 2021

VIDEO: Recruiting is one of the most important functions of any company, especially in a tight labor market. In this second of a two-part series, we will cover 5 more tips and strategies to help improve your success in attracting and hiring qualified candidates for your company.

10 Recruiting Strategies for a Tight Labor Market (Part 1)

July 15, 2021

VIDEO: Recruiting is one of the most important functions of any company, especially in a tight labor market. In this video, we will cover 5 tips and strategies to help improve your success in attracting and hiring qualified candidates for your company.