Video
- 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.
- 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
- 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.
- December 1, 2019
VIDEO: 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.
- November 1, 2019
VIDEO: 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.
- October 1, 2019
VIDEO: 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.
- September 1, 2019
VIDEO: 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.
- August 1, 2019
VIDEO: 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.
- July 1, 2019
VIDEO: 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
- May 1, 2019
VIDEO: 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.
- April 1, 2019
VIDEO: Cyber Security is a constant battle for both individuals and companies. Here's a great video with information and strategies on cyber threats and how to defend your company against them.
- March 1, 2019
VIDEO: 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.