Although the deadline for filing 2019 taxes may have just passed in July, it’s already time to think about your 2020 taxes. By looking at your tax situation now, you’ll be able to better plan and implement strategies to minimize your future tax liabilities.

On August 8, 2020, President Trump signed an executive order directing the Secretary of the Treasury to permit employers to defer certain payroll tax obligations. Watch now to learn about the Order and the payroll tax deferrals.

Starting with the second quarter of 2020, employers will have to use the newly revised Form 941, the Employer’s Quarterly Federal Tax Return. This revised form enables employers to report wages, credits and deferrals related to the CARES Act and the Families First Coronavirus Response Act. Watch now to learn about the changes to the form.

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, we explore the benefits of having a fractional CFO.

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 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.

On June 5th, the president signed the Paycheck Protection Program Flexibility Act of 2020 into law, which among other things, helps borrowers maximize their potential for loan forgiveness. Here’s a great video that covers the major provisions of the new law.

The SBA recently released the PPP loan forgiveness application which provides guidelines on what expenses are eligible for forgiveness. Here’s a great video overview of the new guidelines.

The new budget bill passed by Congress on December 20, 2019 impacted both retirement and college savings plans. While many […]

It’s that time of year when everyone can agree on one thing: Paying taxes is a drag. As we progress […]

Okay, so maybe not magical…but there are things you can do to rev up engagement in your meetings. After all, […]

The New Year is the best time to take stock of your finances. So, as you begin the season of […]

In response to the COVID-19 pandemic, the Federal Reserve authorized the establishment of the Main Street Lending Program which will provide up to $600 billion of loans to small and medium-sized businesses. Watch this video for an overview of how this new program may help your business.

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.

The CARES Act provides $349 billion for the Paycheck Protection Program. This program provides emergency loans to small businesses and nonprofits, is 100% guaranteed by the SBA, and contains a provision to forgive the debt. In this video, we’ll outline the specifics of the program.

On March 27th, 2020 the Coronavirus Aid, Relief and Economic Security Act, also known as the CARES Act, was signed into law to provide much-needed help to both businesses and individuals. Watch this short video to learn more about the Act.

On March 27th, 2020 the Coronavirus Aid, Relief and Economic Security Act, also known as the CARES Act, was signed into law to provide much-needed help to both businesses and individuals. Watch this short video to learn more about the Act.

On March 18th, the Families First Coronavirus Response Act was passed. This act provides assistance to employees affected by the spread of the Coronavirus, while providing tax credits to employers to help cover the costs. Here’s a short video that explains the changes.

Many businesses, especially small businesses, don’t have the financial resources to withstand a prolonged period of low sales due to the Coronavirus. Here’s a great video on emergency relief from the SBA.

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.

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.

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.

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.

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.