- June 25, 2024
VIDEO: Are you a parent or caregiver? This video breaks down everything you need to know about the child and dependent care credit. Don't miss this opportunity to reduce your tax bill!
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VIDEO: Individual tax changes are coming by 2026, and preparation is key to staying ahead. This article offers a peek into the future of tax laws and how they could influence your finances. Don't miss out on this chance to future-proof your tax strategy.
VIDEO: Are you prepared for the upcoming cut in the lifetime gift and estate tax exclusion? Learn how proactive planning can maximize your tax savings before exemption levels drop.
- May 1, 2024
VIDEO: Did you know that over half of all business fraud stems from inadequate internal controls? In this video, we'll provide you with four specific controls you can implement to help protect your business.
- April 18, 2024
VIDEO: Thousands of WordPress websites are hacked daily, causing significant disruptions and data leaks. Learn about nine essential security measures you should prioritize to protect your WordPress website from cyber threats.
- April 3, 2024
VIDEO: The IRS has issued clear warnings about its increased scrutiny of high-net-worth individuals, especially those using risky tactics to reduce tax obligations. This video provides strategies for optimizing your financial situation while staying within the bounds of the law.
- March 22, 2024
VIDEO: With the rise of AI, deepfake fraud is on the rise, resulting in significant financial losses for companies. Explore the need for increased employee education and enhanced security measures. Reach out to us to learn how to protect your organization against these sophisticated cybercrimes.
- February 26, 2024
VIDEO: Maximize your HSA (health savings account) benefits and avoid unnecessary taxes and penalties. Discover the eligibility criteria, benefits, and how to effectively manage your HSA.
- January 22, 2024
VIDEO: Are you a high-income earner seeking ways to optimize your retirement savings? Get a full grasp of how the Backdoor Roth IRA can be an effective tool for you.
- January 17, 2024
VIDEO: If you're a business owner who mistakenly claimed the Employee Retention Credit, find out how the new IRS Voluntary Disclosure Program can help you rectify the situation. Discover the eligibility criteria, benefits, and application process in our informative video.
- December 4, 2023
VIDEO: You likely have at least one old retirement account if you've ever changed employers. These accounts stay exactly as you left them unless you take action. In this video, we'll provide options for what to do with those old accounts.
- December 4, 2023
VIDEO: In the world of real estate, the Section 1031 exchange has been a significant tool for investors who want to grow their real estate portfolio and wealth. In this video, we'll explain how a 1031 exchange works and important considerations when using one.
- November 7, 2023
VIDEO: A goal of estate planning is to maximize the wealth that is passed on to one's heirs. In this video, we'll discuss how a Spousal Lifetime Access Trust and an Irrevocable Life Insurance Trust may help you minimize estate taxes and protect wealth.
- November 3, 2023
VIDEO: Nonprofit board service can be as exhausting as it is rewarding. Whether you are on a board yourself, thinking about joining a board, or seeking to improve the one you sit on, here are three things that high-functioning nonprofit boards get right.
- October 17, 2023
VIDEO: Looking for more clarification on the recently released Minnesota Employment Laws? Olsen Thielen partnered with the experts at USI Insurance to host a new webinar that highlights all the new law changes and recommended next steps for employers to ensure compliance with the new laws.