Articles by

Olsen Thielen

Advance Child Tax Credit Payments

June 24, 2021

VIDEO: The American Rescue Plan expanded the Child Tax Credit and provided a mechanism for families to receive advance payments for the credit. In this video, we will provide an overview of the Child Tax Credit and the advance payments that will begin this summer.

The Qualified Business Income Tax Deduction

June 17, 2021

VIDEO: The Qualified Business Income (QBI) Deduction can reduce an individual's tax liability on pass-through income by as much as 20% of taxable business income from the entity. Here's a great 3-minute video to find out more.

Benefits to Attract and Retain Employees

April 6, 2021

VIDEO: Attracting and retaining great employees can be very challenging. While compensation is certainly important, your employee benefits package can be a powerful force in an employee’s decision. In this video, we cover benefits to help attract and retain great employees.

What You Need To Know About Form 1099-NEC

January 19, 2021

VIDEO: In 2020, the IRS introduced Form 1099-NEC for reporting nonemployee compensation. Learn about Form 1099-NEC and how it differs from Form 1099-MISC.

Pairing a Pour-Over Will With Your Trust

October 30, 2020

VIDEO: Does your estate plan include a trust? If so, you should know about an estate planning tool called a Pour-Over Will which helps ensure that all assets are moved into a Trust after an individual's death.

What if Your Customer Files Bankruptcy?

September 24, 2020

VIDEO: It’s something every business owner hates to hear - your customer filed for bankruptcy. In this video, we’re going to provide information about the bankruptcy process to help you with your recovery efforts.

Donor-Advised Funds: Giving with a Tax Advantage

September 9, 2020

VIDEO: If you donate to charitable organizations, you might want to consider establishing a donor-advised fund. A donor-advised fund is a charitable tax-saving tool that enables you to maintain a certain level of control over how funds are distributed while receiving immediate tax benefits.

Benefits of a Fractional CFO

July 29, 2020

VIDEO: As your company grows, the need for greater experience and more sophistication in accounting and finance will also grow. If your company is facing the question of whether or not to hire a full-time CFO, you might want to consider a fractional CFO instead. In this video,

Scenario Planning

July 10, 2020

VIDEO: What if your organization was already prepared to respond to the challenges brought about by COVID-19? Scenario planning is a savvy management tool that helps organizations deal with the uncertain world in which we live.

Succession Planning for Business Owners

June 23, 2020

VIDEO: Succession planning is essential for business owners to ensure that their business will survive, if not thrive, through a transition of leadership. In this video, we'll cover why you need a plan and key components of a plan.

Cybersecurity with a Remote Workforce

April 30, 2020

VIDEO: The increased use of collaboration and cloud technologies have enabled employees to stay productive while working from home, but have also increased the risk of phishing attacks, online fraud and cyber attacks. In this short video, we will provide 7 steps to protecting yourself and your company.

10 Tips for Managing a Remote Workforce

March 18, 2020

VIDEO: 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

February 2, 2020

VIDEO: If you're self-employed or a small business owner, you may benefit from establishing an employee retirement plan. Here's a great video you don't want to miss.

What You Need to Know About the Gift Tax

February 1, 2020

VIDEO: 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

All About Equity Crowdfunding

December 2, 2019

VIDEO: 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.