RESOURCES

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What to consider if you’re financing the sale of your business

Financing the sale of your business can be a challenging process. This article outlines what you need to know and consider, helping you make a strategic move. Read on to ensure your business sale goes as smoothly as possible.

Latest resources

The standard business mileage rate has increased for 2025

The standard business mileage rate has increased for 2025

Important news for businesses that rely on travel: the standard business mileage rate for 2025 has increased. Discover how this change affects your business’s bottom line in our recent article.

Maximize your QBI deduction with thoughtful planning

Maximize your QBI deduction with thoughtful planning

Discover key strategies to maximize your Qualified Business Income (QBI) deduction before it potentially expires in 2025. Learn how to navigate phaseouts, entity structures, and more to enhance your tax savings. Stay ahead with smart planning and ensure you capture this valuable opportunity.

2025 Federal Payroll Tax Changes

2025 Federal Payroll Tax Changes

Stay updated with our comprehensive review of the 2025 federal payroll tax changes.

A Nonprofit’s Guide to Weathering Policy Changes

A Nonprofit’s Guide to Weathering Policy Changes

When policies change and priorities shift, nonprofits need to stay flexible and focused. This guide highlights practical strategies, from diversifying funding streams to sharpening compliance efforts, all aimed at strengthening your organization’s resilience. With the right preparation and professional financial guidance, you can maintain your mission’s momentum, no matter what the future brings.

Decoding income definitions: AGI, MAGI, and taxable income explained

Decoding income definitions: AGI, MAGI, and taxable income explained

Navigating the U.S. tax system can be complex, particularly when understanding critical concepts like Adjusted Gross Income (AGI), Modified Adjusted Gross Income (MAGI), and Taxable Income. These definitions impact your tax liability and eligibility for various deductions and credits, playing a pivotal role in financial planning. Empower yourself with the knowledge to make informed tax decisions by decoding these essential terms in our latest article.

Don’t let payroll taxes derail your business

Don’t let payroll taxes derail your business

Navigating the complexities of payroll taxes is a daunting task for small business owners, fraught with challenges like worker misclassification and ever-changing regulations. This article explores common pitfalls and offers actionable strategies to ensure compliance, protect your business from penalties, and maintain employee trust. Dive in to discover how you can streamline your payroll processes and focus on growing your enterprise.

Strengthen Your Financial Plan: A 6-Step Checklist

Strengthen Your Financial Plan: A 6-Step Checklist

Find out how to stay financially prepared for any situation with six essential steps, from building an emergency fund to estate, tax, and investment planning.

Streamline 1099 Reporting: Tips for a Smooth Filing Season

Streamline 1099 Reporting: Tips for a Smooth Filing Season

Confused about who needs a 1099 and which form applies? You’re not alone. This quick guide cuts through the chaos so you can handle your 1099s with confidence.

Avoid underpayment penalties: make a payment by January 15th

Avoid underpayment penalties: make a payment by January 15th

Learn how to keep abreast of your tax payments and avoid rising underpayment penalties that can quickly snowball. Discover strategies that can help you dodge unnecessary costs.

CTA injunction reinstated: continuing uncertainty

CTA injunction reinstated: continuing uncertainty

The reinstated injunction on the Corporate Transparency Act (CTA) halts enforcement, but uncertainty remains. Learn what beneficial ownership information (BOI) your business needs to gather and why staying connected with your CPA is essential to navigating this shifting legal landscape.

Key IRS Update: new 1099-K thresholds set through 2026

Key IRS Update: new 1099-K thresholds set through 2026

Significant changes to the IRS’s 1099-K reporting thresholds are on the horizon, affecting anyone who uses payment apps or online marketplaces. Starting in 2024, more of your transactions could be reported to the IRS, potentially impacting your tax obligations. Find out what these updates mean for you and how to navigate the new requirements.

BOI reporting requirements reinstated

BOI reporting requirements reinstated

The Corporate Transparency Act, designed to prevent financial crimes, is back in effect after the lifting of an injunction. This article outlines recent developments and provides updated deadlines for Beneficial Ownership Reporting to help businesses stay compliant.

Safeguard your personal information while shopping online

Safeguard your personal information while shopping online

Don’t let cybercriminals ruin your holiday season. Here’s some advice on safeguarding your personal information during the busiest online shopping period of the year.

Understanding Trump’s proposed tax changes: implications for taxpayers and business owners

Understanding Trump’s proposed tax changes: implications for taxpayers and business owners

Learn about President-elect Trump’s proposed tax changes and how they could affect your financial strategy. This nonpartisan article discusses the potential impacts of extending and expanding the Tax Cuts and Jobs Act of 2017, among other proposed changes. Stay informed about potential tax changes and learn how to prepare for them.

Expand Your Client Base with Referral and Partner Programs

Expand Your Client Base with Referral and Partner Programs

Grow your client base through trust and collaboration. Referral, partner, and affiliate programs offer efficient ways to attract high-quality leads by leveraging relationships and shared networks. Explore how these strategies can help you expand your reach, reduce costs, and build lasting client relationships.

Guide to Commission-Based Pay for Sales Teams

Guide to Commission-Based Pay for Sales Teams

Discover how commission-based pay can transform your sales team by aligning compensation with performance to drive revenue and retain top talent. Explore various commission structures, their benefits, and best practices for implementation in this comprehensive guide. Propel your business toward greater success with an incentivized sales force.

Court strikes down Biden administration overtime rule

Court strikes down Biden administration overtime rule

A rule that sought to increase the salary threshold for overtime exemption has been struck down by U.S. District Judge Sean Jordan. Learn the impact of this decision, how the situation unfolded, and potential future scenarios.

Update on Beneficial Ownership Information Requirements Blocked by Texas Court

Update on Beneficial Ownership Information Requirements Blocked by Texas Court

On Dec. 3, 2024, a federal district court in Texas issued a preliminary nationwide injunction blocking the enforcement of the Corporate Transparency Act (CTA) and its associated regulations. Here’s what you need to know about this development and how it may impact your business.

Smart year-end tax moves for businesses

Smart year-end tax moves for businesses

As year-end approaches, small business owners face crucial tax planning decisions that can impact their financial health. From leveraging deductions and managing cash flow to understanding the intricacies of the QBI deduction, this article offers strategic insights to optimize your tax position before ringing in the new year.

End-of-year tax strategies for individuals

End-of-year tax strategies for individuals

As the year-end approaches, it’s time to for strategic tax planning. From assessing your current tax situation and understanding deductions to maximizing retirement contributions and managing investment gains, this guide offers valuable insights to help minimize your tax burden.

IRS releases inflation adjustments for 2025

IRS releases inflation adjustments for 2025

The IRS has announced significant inflation adjustments for the 2025 tax year, impacting standard deductions, income tax brackets, and various tax credits. These changes offer potential tax savings for individuals and businesses, making proactive tax planning more important than ever. Discover how the updates could affect your tax strategy and financial future.

Understanding the national debt: implications and strategies for your financial future

Understanding the national debt: implications and strategies for your financial future

The United States is grappling with an escalating national debt that now exceeds $35 trillion, a staggering burden with far-reaching economic implications. Explore the causes, current state, and potential solutions to this pressing issue, and understand what it means for our future. Read on to discover how it affects us all and what steps can be taken to steer toward a sustainable fiscal path.

Post-disaster recovery: tax relief options

Post-disaster recovery: tax relief options

Natural disasters can wreak havoc both physically and financially, but IRS tax relief programs offer a lifeline to those affected. Discover the various tax relief options available, from extended deadlines to casualty loss deductions, and learn strategic ways to maximize these benefits for a smoother recovery. Dive into our comprehensive guide to effectively utilize IRS relief measures and reclaim financial stability in the wake of disaster.

A Proactive Approach to Cybersecurity Risk Management

A Proactive Approach to Cybersecurity Risk Management

Cyber threats are serious business risks that can harm your bottom line, reputation, and operations. This guide covers essential defense strategies you need to know to protect your business. Learn how proactive cybersecurity measures can make all the difference.

Elevate Your Business With CPA Advisory Services

Elevate Your Business With CPA Advisory Services

Discover how CPA advisory services can provide strategic value to your business, helping you navigate complex transactions and enhance financial efficiency. This video explores different services CPAs offer, from financial planning to M&A consulting, and how they can benefit your business.

Attestation Services: An Introductory Guide

Attestation Services: An Introductory Guide

In today’s business world, trust and transparency are non-negotiable. Discover how attestation services can enhance your company’s credibility by providing independent verification of your financial information. Read our essential guide to learn how these services can drive business success and foster stakeholder confidence.

Strategic depreciation practices for tax savings

Strategic depreciation practices for tax savings

Understanding the best approach to depreciation can be game-changing for your business. Don’t miss out on essential tax savings that could optimize your cash flow. Click to explore effective strategies that business owners are using to enhance their financial outlook.

Can you deduct pre-startup costs? What aspiring business owners need to know.

Can you deduct pre-startup costs? What aspiring business owners need to know.

Are pre-startup costs deductible before your business officially launches? This article examines the tax rules and a recent court case that clarifies the issue, offering insights on how to maximize deductions.

Should your business lease or buy your next vehicle?

Should your business lease or buy your next vehicle?

Are you a business owner considering acquiring a vehicle? Uncover the hidden costs and benefits of leasing and buying, and find out which one is right for your business.

Key conversations to have with your CPA

Key conversations to have with your CPA

Whether managing personal finances or running a business, this article provides essential questions to ask your CPA for informed decision-making. Discuss everything from tax planning to retirement and succession planning. Stay on top of your financial game by making your CPA meetings count.

Time to check your withholding: a year-end tax reminder for high-income earners and gig workers

Time to check your withholding: a year-end tax reminder for high-income earners and gig workers

Year-end is fast approaching, and for high-income earners and gig workers, it’s the perfect time to review your tax withholding. This article will explain why this check is crucial and how it could potentially help you avoid a hefty tax bill.

Small Business Tax Credits And Deductions

Small Business Tax Credits And Deductions

If you’re a small business owner, this video will provide an overview of the tax credits and deductions available to you. From the Qualified Business Income deduction to the Disabled Access Credit, learn how to utilize these opportunities to reduce your tax liability.

Don’t fall for tax clickbait: how to spot dubious financial advice online

Don’t fall for tax clickbait: how to spot dubious financial advice online

Think you can spot misleading tax advice online? You might be surprised. Discover how even savvy individuals can fall prey to dubious claims and learn the red flags to watch out for.

The home office deduction: myths and must-knows

The home office deduction: myths and must-knows

The home office deduction offers a valuable tax break for the self-employed, freelancers, and independent contractors. Learn about the deduction and how it may reduce your tax liability.

Planning to downsize? Three tax considerations for retirees

Planning to downsize? Three tax considerations for retirees

Downsizing in retirement isn’t just about reducing living expenses—it can also be a strategic move toward financial security. Understand how your home’s appreciation impacts your taxes and discover strategies to reduce your tax burden.

Classroom costs and tax relief: understanding the educator expense deduction

Classroom costs and tax relief: understanding the educator expense deduction

Are you an educator seeking ways to maximize your tax savings? Discover how classroom costs can equate to tax relief in our latest article, providing clear insights for educators to save money.

Possible fed rate cuts ahead: 5 things to consider

Possible fed rate cuts ahead: 5 things to consider

With potential rate cuts looming, now might be the perfect time to rethink your financial strategy. Find out how to prepare for what’s ahead.

Accounts Payable Strategies and Best Practices

Accounts Payable Strategies and Best Practices

Efficient accounts payable management isn’t just about paying bills—it can directly impact your business’s financial health and growth. From digital tools for invoice processing to robust internal controls for fraud prevention, this article covers everything you need to know.

The Unseen Complexities of Lease Accounting

The Unseen Complexities of Lease Accounting

Discover the complexities of lease accounting and the crucial role of a professional CPA in navigating these challenges in this video. Learn about the new standards of ASC 842, how it’s changing how leases are recorded, and why it’s so important to get it right.

Recruiting tips for small businesses

Recruiting tips for small businesses

Looking to build a winning team for your small business? Our new article offers practical tips for effective recruitment, ensuring you find the right fit for your company’s culture and vision. Click to learn more about enhancing your hiring process and securing the best talent.

IRS Releases Final Regulations on RMDs and the 10-Year Rule

IRS Releases Final Regulations on RMDs and the 10-Year Rule

The IRS released final regulations on required minimum distributions and the ten-year rule. This video provides an overview of the new regulations and how they may impact you or your heirs.

Back to school consumer outlooks

Back to school consumer outlooks

Boost your back-to-school sales by understanding the latest consumer trends and implementing effective strategies. This article explores strategies to align with changing consumer behaviors to drive profitability and optimize your sales season.

ERC Claims Under Scrutiny: Red Flags And Preparation

ERC Claims Under Scrutiny: Red Flags And Preparation

The IRS has resumed processing claims for the employee retention credit but with increased scrutiny. This video provides an overview of common red flags, such as overclaiming and incorrect reporting of wages, that are resulting in greater scrutiny. Learn about the red flags and what to do if your ERC claim may be erroneous.

The DOL expands overtime protections: key changes and implications

The DOL expands overtime protections: key changes and implications

Discover how the Department of Labor’s recent expansion of overtime protections could impact your business. This article discusses the key changes and implications of the new regulations.

Introducing Our New, Modern Client Portal System!

Introducing Our New, Modern Client Portal System!

We are thrilled to announce the launch of our new Client Portal system—Onvio Client Center!  Client Center gives us an exciting step forward in how we connect, and collaborate with you. We’ve been working tirelessly behind the scenes to enhance your experience with our firm, and we’re excited to start reaching out to our existing clients. You can look forward to receiving your registration email soon!

IRS moves forward in Employee Retention Credit processing

IRS moves forward in Employee Retention Credit processing

The IRS is making significant strides in processing Employee Retention Credits. Gain a deeper understanding of these recent updates and their implications for your business. Stay ahead of the curve by reading our latest article.

Exciting Modern Innovations at Raven A. Herron & Company: Elevating Your Experience with Us!

Exciting Modern Innovations at Raven A. Herron & Company: Elevating Your Experience with Us!

Check out all the new and exciting things we are working on behind the scenes!

Smart financial planning for college: a parent’s guide

Smart financial planning for college: a parent’s guide

Learn how to effectively plan and save for your child’s higher education. Understand student aid and family contributions, explore college savings plans, and discover how to increase your child’s chances of receiving merit-based scholarships.

Planning Ahead: How the End of TCJA Provisions Will Affect Your Taxes

Planning Ahead: How the End of TCJA Provisions Will Affect Your Taxes

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.

Understanding the Child and Dependent Care Credit

Understanding the Child and Dependent Care Credit

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!

Raven A. Herron & Company Tax Alert: Corporate Transparency Act Filing Requirements Begin in 2024 

Raven A. Herron & Company Tax Alert: Corporate Transparency Act Filing Requirements Begin in 2024 

Effective January 1, 2024, the Corporate Transparency Act (“CTA”, “Act”) was enacted as part of the National Defense Authorization Act. The CTA’s primary objective is to aid U.S. law enforcement agencies in combatting financial crimes, including money laundering, terrorism financing, and other illicit activity.

Plan Ahead for Changes to the Lifetime Gift & Estate Tax Exclusion

Plan Ahead for Changes to the Lifetime Gift & Estate Tax Exclusion

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.

YouTube channels and blogs every small business owner should follow

YouTube channels and blogs every small business owner should follow

As a small business owner, staying current on the latest trends, strategies and advice is essential. Luckily, the internet provides […]

Spruce up your space: 7 ways to decorate a rental home

Spruce up your space: 7 ways to decorate a rental home

Just because you live in a rental home doesn’t mean you can’t make it reflect your personal style. And while […]

14 ways to save money at the grocery store

14 ways to save money at the grocery store

As inflation (finally!) slows, it only makes sense that grocery prices should fall along with it…right? Unfortunately, not always. When […]

Get road-trip ready with these tips

Get road-trip ready with these tips

Summer—or spring break—will be here before you know it. But before you throw your family, friends and loved ones (including […]

Small business formations—explained

Small business formations—explained

Starting a small business is an endeavor that requires intentional thought and decision-making. One of the first important decisions you […]

The Corporate Transparency Act: What it is and why you need to know about it

The Corporate Transparency Act: What it is and why you need to know about it

The Corporate Transparency Act (CTA) became a significant piece of legislation in fiscal year 2021 as part of the National […]

Top 5 budgeting apps to explore

Top 5 budgeting apps to explore

It’s the time of year when we’ve probably forgotten all about our New Year’s resolutions and have returned to our […]

How small businesses can use ChatGPT

How small businesses can use ChatGPT

“How can I help you today?” Chat GPT asks as the cursor blinks below a list of prompts. Maybe you […]

The costs of owning a pet

The costs of owning a pet

While owning a pet can bring endless joy, it also comes with financial responsibilities. To set the right expectations for […]

Snowball vs. avalanche: Two methods to pay off debt

Snowball vs. avalanche: Two methods to pay off debt

In a society based on consumerism, there will usually be debt. That’s certainly true in the United States, where total […]

Santa spills the cocoa: An interview from the North Pole

Santa spills the cocoa: An interview from the North Pole

What if we told you we were able to secure an interview with the big man who lives and works […]

10 ways small business owners can reduce their taxable income

10 ways small business owners can reduce their taxable income

When it comes to financial planning, one of the most common concerns for small business owners is how to reduce […]

Staying healthy during your holiday travels

Staying healthy during your holiday travels

The holiday season is upon us and, for many of us, that means taking a well-deserved break to celebrate with […]

Retirement accounts for small businesses

Retirement accounts for small businesses

Retirement. It sounds like such a leisurely word, doesn’t it? When you think of retirement, you might envision sunny beaches, […]

Why your credit score matters

Why your credit score matters

What is a credit score? The short answer: It’s a number that represents your creditworthiness. A longer answer: Your credit […]

Ways to honor Breast Cancer Awareness Month

Ways to honor Breast Cancer Awareness Month

For years, a diagnosis of breast cancer was a virtual death sentence. From 1944-1954, MD Anderson Cancer Center’s survival rate […]

Tips for a healthier household this school year

Tips for a healthier household this school year

Transitioning from summer break to a new school year is a big change for families. And since change can often […]

Tracking expenses: Tips for small business owners and employees

Tracking expenses: Tips for small business owners and employees

Whether you own a business or work in one, accurate tracking of your business expenses is a necessity. If you’re […]

Create an indoor herb garden that lasts all year round

Create an indoor herb garden that lasts all year round

The sweet, peppery scent of fresh basil. The pungent, earthy aroma of fresh oregano. In an ideal world, we could […]

15 brilliant books to add to your small business bookshelf

15 brilliant books to add to your small business bookshelf

Whether you’ve been a small business owner for a decade or you’re considering starting a business, you can never have […]

Are you prepared to beat the heat this summer?

Are you prepared to beat the heat this summer?

If you suspect that summers have become hotter, you’re not wrong. According to the National Oceanic and Atmospheric Administration’s (NOAA) […]

10 ways small businesses can prioritize DEI

10 ways small businesses can prioritize DEI

Diversity, equity and inclusion, aka DEI. The need has always been there, but only in the last few years has […]

The shiny object dilemma, smartphone edition

The shiny object dilemma, smartphone edition

Ah, the age-old question (well, since 1994): Do I really need a new smartphone? We’ve all been there, getting pummeled […]

25 topic ideas for your business blog

25 topic ideas for your business blog

Small business owners: Whether you’re an old hand at blogging or you want to start a new blog for your […]

Fun ideas for affordable family staycations

Fun ideas for affordable family staycations

Family vacations can make for great memories…or the stuff of nightmares. That’s why, with so much in the news about […]

Great podcasts for small business owners

Great podcasts for small business owners

It’s not an exaggeration to say that as a small business owner, you’re one of the busiest people on earth. […]

A beginner’s guide to starting a garden

A beginner’s guide to starting a garden

We know it can feel a little intimidating—especially if you’ve never gardened before—to start a garden. But if you’d like […]

How to make a hybrid schedule work for you

How to make a hybrid schedule work for you

“We’re paying for a building no one’s using!” “Our managers don’t trust us to work at home!” We can argue […]

Tips for a restful night’s sleep

Tips for a restful night’s sleep

Are you one of the almost half of Americans who say that between three and seven days a week, they […]

Choose the right social media platforms for your business

Choose the right social media platforms for your business

We’ll just say this up front: If you’re in business today, you need to be on social media. However…that doesn’t […]

13 actions that will help you achieve work-life balance

13 actions that will help you achieve work-life balance

With the move to remote and hybrid work, our business devices are frequently at our fingertips 24/7. That means it’s […]

7 budget-friendly ways to celebrate Valentine’s Day

7 budget-friendly ways to celebrate Valentine’s Day

When your budget is tight, it can be a challenge to think of ways to affordably make your special someone’s […]

9 tips for safe winter walking

9 tips for safe winter walking

Cold and snow can make even the most dedicated walkers think twice about exercising outdoors over the winter. But cold […]

Keep good tax records all year long

Keep good tax records all year long

Organizing a system for keeping your tax records doesn’t have to be complicated or expensive. It just has to be…well, […]

7 different New Year’s resolutions for small business owners

7 different New Year’s resolutions for small business owners

Has there ever been a more challenging time, especially for small business owners, to make and keep resolutions than the […]

Is your customer service ready for the holidays?

Is your customer service ready for the holidays?

Even if your small business isn’t part of the retail industry, there’s just something about the holidays that makes any […]

Year-end appreciation gifts your employees will truly appreciate

Year-end appreciation gifts your employees will truly appreciate

If your small business is like most, it’s been another challenging year for you and your team. So, at the […]

Take advantage of tax deductions for small business owners

Take advantage of tax deductions for small business owners

We know, we know, it’s still this year. But it’s time to start thinking about what you’ll need to have […]

This autumn, take a cozy cue or two from Scandinavia

This autumn, take a cozy cue or two from Scandinavia

Have you ever noticed that the Scandinavian countries (Norway, Denmark, Sweden) consistently rank near the top on lists of the […]

6 ways to fine-tune your virtual meeting experience

6 ways to fine-tune your virtual meeting experience

Virtual meetings have proven their value over the past couple of years, whether you’re working remotely, back in the office […]

9 ways to keep your brain in shape

9 ways to keep your brain in shape

You don’t have to be a senior citizen to have a “senior moment.” We’ve probably all wandered into a room […]

Meal prepping: Is it for you?

Meal prepping: Is it for you?

If there’s ever a month when it’s good to be prepared, it’s September. Between back to school, back to work […]

Cut the cord: Alternatives to cable

Cut the cord: Alternatives to cable

No two ways about it: Cable TV is expensive. According to a 2020 report from Allconnect, a company that assists […]

Budgeting 101 for college students

Budgeting 101 for college students

College is expensive, whether you’re paying for it or living it. That’s why it’s a good idea to create a […]

The automation myth: Automation replaces good people

The automation myth: Automation replaces good people

From pandemic lockdowns to a great resignation, the working world has been through an unprecedented amount of turbulence in the […]

PTO: Use it or lose more than time off

PTO: Use it or lose more than time off

Of the many things America does well, taking vacation time isn’t always one of them. Don’t believe us? According to […]

7 hot ways to boost summer sales for your small business

7 hot ways to boost summer sales for your small business

People do lots of things during the summer—take vacations, grill in the backyard, attend ball games and go to the […]

Print or digital: What’s your summer reading choice?

Print or digital: What’s your summer reading choice?

Ahh, summer. Those long, lovely, lazy days are almost here—and for many of us, that means one thing: Lots and […]

9 ways to save for retirement

9 ways to save for retirement

The recent popularity of M. Night Shyamalan’s “Old” offers a fascinating yet unsurprising truth—we fear aging. This fear could be […]

Scheduling ‘me’ time: Tips for self-care

Scheduling ‘me’ time: Tips for self-care

Scheduling “me time” used to be a luxury for those who could afford it—now it’s a necessity for everyone.  With […]

How Gen Z will shift the working world

How Gen Z will shift the working world

It’s as predictable as the dawn: A new generation enters the workforce, they shake up the status quo and they […]

Learn from your return with these tax takeaways

Learn from your return with these tax takeaways

Whew! Your tax return is signed and sent, and Uncle Sam has been paid (or has paid you). So now […]

5 myths about accountants

5 myths about accountants

When most people think about accountants, a vision of a dark room with a disheveled accountant hunched over a desk […]

The ins and outs of travel insurance

The ins and outs of travel insurance

Before COVID, travel insurance was often dismissed as an unnecessary expense. But now, we’ve seen how quickly plans can go […]

7 ways to take care of your heart for American Heart Month

7 ways to take care of your heart for American Heart Month

February is all about hearts, and for a good reason: It’s American Heart Month. Ever since President Lyndon B. Johnson […]

3 things you can do to make your accountant happy at tax time

3 things you can do to make your accountant happy at tax time

Want to be your accountant’s favorite client? (Well, even more than you are now, of course. Which is a lot. […]

Throw the ultimate affordable Super Bowl party

Throw the ultimate affordable Super Bowl party

Like a professional quarterback’s salary, throwing a Super Bowl party can be expensive. So how can you be sure—affordably—that your […]

How to find a morning routine that sets you up for a great day

How to find a morning routine that sets you up for a great day

Is your idea of a morning routine hitting the snooze button three times and then dragging yourself out of bed […]

Make tax filing easier in 2022

Make tax filing easier in 2022

Filing taxes for 2020 was…challenging. Yes, that’s a good way to put it. Not impossible, but not exactly fun, either. […]

What to consider before gifting a pet this holiday season

What to consider before gifting a pet this holiday season

We buy pets as holiday gifts with the best of intentions. Haven’t decades of commercials shown us that there’s nothing […]

Seven quick mindfulness techniques to help alleviate holiday stress

Seven quick mindfulness techniques to help alleviate holiday stress

While most of us look forward to the holiday season, it can also be a major source of stress. We’ve […]

An attitude of gratitude

An attitude of gratitude

20 things to be thankful for this year  When is the last time you thought about what you’re most thankful […]

A freelancer’s guide to taxes

A freelancer’s guide to taxes

A freelancer’s guide to taxes Ah, the freedom of freelancing. You’re the boss, so you can set your hours, pick […]

Elevate your small business with Google My Business

Elevate your small business with Google My Business

Attention small business owners: Have you set up your Google My Business listing yet? If not, you’re missing a major […]

How to keep in touch

How to keep in touch

When the pandemic first began, families had to adjust to a new normal: Family time, all the time. For many […]

What’s your calendar style?

What’s your calendar style?

As summer winds down and the calendar turns to September, let’s take a look at what kind of calendar you’re […]

5 tips for affordable school and work wardrobes

5 tips for affordable school and work wardrobes

There are clothes shoppers who only buy new, and there are shoppers who do a happy dance at the mere […]

Back…to the office

Back…to the office

The only certainty about life after a pandemic is that there isn’t much certainty. Masks on or off? Six feet […]

Ransomware 101

Ransomware 101

From the home user to the largest corporation, ransomware is now an issue for anyone who uses the internet. And […]

Are you in danger of job burnout?

Are you in danger of job burnout?

Work equals stress for most U.S. workers. According to the American Institute of Stress, 80 percent of workers feel stress […]

Have you checked your Flesch-Kincaid levels lately?

Have you checked your Flesch-Kincaid levels lately?

If you’ve ever yawned your way through a wordy, boring document, you might have wondered if your own writing was […]

5 ideas for close-to-home summer fun

5 ideas for close-to-home summer fun

Summer’s here, and the world is opening up again. However, not everyone feels comfortable traveling just yet. And that’s fine—there’s […]

Easy ways to save on energy costs

Easy ways to save on energy costs

Over the past year, we’ve all spent more time than usual at home—which may mean you’ve paid more attention to […]

Take advantage of your tax season takeaways

Take advantage of your tax season takeaways

What do accountants do with themselves after tax season? Actually, the same thing they do during busy season: They work […]

Put your tax refund to work for you

Put your tax refund to work for you

Spend it? Save it? Invest it? Share it? Here are a few ideas for putting your tax refund to work […]

Accounting terms – A glossary for the rest of us

Accounting terms – A glossary for the rest of us

Most professions have their own lingo, and accounting is no different. What is different is that you have a vested […]

Plan now for your spring garden

Plan now for your spring garden

There has rarely been a winter when we so badly needed to see (and feel) spring. Depending on where you […]

How to tune up a home office when you don’t have one

How to tune up a home office when you don’t have one

While “under a blanket on a cold winter day” isn’t the worst place to work, it’s a good idea to […]

6 tips to fight the mid-winter blues

6 tips to fight the mid-winter blues

Blah. It’s February. The depths of winter. Gloomy days relieved only by the darkness of night. A month made for […]

Put LinkedIn to work for your business

Put LinkedIn to work for your business

If you think of LinkedIn as just a job-search site, you’re not alone. After all, it was the job listing […]

4 habits to keep your brain healthy

4 habits to keep your brain healthy

You exercise your body to stay healthy, but how often do you exercise your brain? Research has shown that keeping […]

Tips to make remote work less remote

Tips to make remote work less remote

Now that you’ve been working remotely for several months, how are you feeling about your shared office apps? If you’re […]

3 tips to lower your tax stress in 2021

3 tips to lower your tax stress in 2021

It’s probably fair to say that most of us can’t wait to see 2020 out the door. But there’s one […]

Resolution 2021: Look outward

Resolution 2021: Look outward

Congratulations, we’ve made it through 2020! We’ve proven to ourselves that we’re disciplined and strong! And we appreciate even more […]

The case for content

The case for content

If your business has a website, you’ve heard about the importance of content. Lots of content—educational, timely, entertaining and frequently […]

Retrain your brain for a more thankful Thanksgiving

Retrain your brain for a more thankful Thanksgiving

This Thanksgiving, what are you grateful for? If you have to reach a little deeper this year to find your […]

How to get the most out of a virtual conference

How to get the most out of a virtual conference

If you plan to attend a conference soon, it will likely be a virtual event. While some may dismiss virtual […]

10 fun activities for a socially distanced fall season

10 fun activities for a socially distanced fall season

Even with summer in the rearview mirror, there are lots of opportunities to get out of the house and enjoy […]

Online reviews: What you need to know

Online reviews: What you need to know

Do online reviews help or hurt a business? Depending on the type of review, of course, it could go either […]

7 tips for surviving ‘back to school’ this year

7 tips for surviving ‘back to school’ this year

It’s hard not to be apprehensive about fall this year with many schools reverting to online learning at home for […]

Take some time to optimize your Google My Business profile

Take some time to optimize your Google My Business profile

As summer comes to an end, many people go into business-clean-up mode—gearing up for year end. One item to add […]

Back-to-school budget-friendly tips…

Back-to-school budget-friendly tips…

It’s back-to-school season, and that typically means buying a lot of stuff to prepare kids for the start of a […]

Upping data security for virtual workspaces…

Upping data security for virtual workspaces…

For many businesses, COVID-19 forced them into a remote office model. Months into the pandemic and having had a successful […]

The extended individual tax deadline is approaching fast…

The extended individual tax deadline is approaching fast…

It’s hard to believe that we are already into July. Even with the deadline for filing your return and making […]

Get your indoor herb gardening on!

Get your indoor herb gardening on!

New gardeners have come out of the woodwork this year, looking to create a sustainable food supply in their own […]

5 tactics to spending less this year

5 tactics to spending less this year

It’s safe to say that most people are laser focused on money right now—specifically on how to make it last […]

5 tips to getting your healthy on this summer!

5 tips to getting your healthy on this summer!

With more of us likely staying close to home this summer, why not plan to either start a healthy and […]

Is this the year for a staycation?

Is this the year for a staycation?

Summer is typically the time people start planning vacations—Disney World…cruises…the beach. This year, however, travel may not be in the […]

Work-from-home best practices

Work-from-home best practices

The fact is that many of us are now working from home…and we’re not sure just how long this will […]

How to minimize distractions while working from home

How to minimize distractions while working from home

Working from home has increased in popularity over the past several years. But today, amidst the COVID-19 crisis, it’s not […]

Why file your tax return early? Lots of good reasons…

Why file your tax return early? Lots of good reasons…

If April 15 always seems to sneak up on you, get out in front of this year’s tax deadline and […]

Set your career goals for 2020

Set your career goals for 2020

There’s no better time to talk about goals than the start of a new year. And what better topic than […]

Navigating burnout: Strategies for a healthier you

Navigating burnout: Strategies for a healthier you

Read time: 5 minutes (945 words)  Let’s just start with the customary (and, in this case, troubling) statistic: More than […]

12 ways to incorporate the human touch in AI

12 ways to incorporate the human touch in AI

Read time: 5 minutes (907 words) Raise your hand if you’ve ever heard or read any of these declarations: “AI […]

A small business guide to surviving supply chain disruptions

A small business guide to surviving supply chain disruptions

Read time: approx. 3 minutes  In our increasingly interconnected world, supply chain disruptions have become a common hurdle. Some disruptions […]

How to feed a diverse group of eaters at holiday get-togethers

How to feed a diverse group of eaters at holiday get-togethers

One of the best parts of the holiday season is sharing your home with friends and family at fun and […]

The best time to start saving for college is…now

The best time to start saving for college is…now

Read time: 3 minutes (755 words)  Let’s get the “firehose of cold water in the face” statistic out of the […]

9 tips for juggling back-to-school season

9 tips for juggling back-to-school season

Read time: 3 minutes (684 words)  “It’s almost back-to-school time!” Words that simultaneously relieve and strike fear into the heart […]

Have a fun—and affordable—staycation

Have a fun—and affordable—staycation

\ Read time: 4 minutes (857 words)  We all need time to relax, recharge and renew. That’s why we take […]

Diversity resources for small business owners

Diversity resources for small business owners

Read time: 6 minutes (759 words)  Diversity—of customers, employees and vendors—isn’t just a consideration for large corporations. It’s an essential […]

How to unbreak your New Year’s resolutions

How to unbreak your New Year’s resolutions

Read time: 5 minutes In Disney’s “Beauty and the Beast,” Mrs. Potts, the housekeeper/teapot, sang about a tale as old […]

Diagnose the health of your small business’s online presence

Diagnose the health of your small business’s online presence

Read time: 6 minutes Thanks to remote work and schooling, ordering curbside pickup for groceries and restaurant carryout, virtual medical […]

Intriguing info bites for National Women’s Small Business Month

Intriguing info bites for National Women’s Small Business Month

Read time: 5 minutes Women are doing it all—including crushing it as business owners and leaders. So, in honor of […]

6 ways to keep your staff happy and engaged on a small-business budget

6 ways to keep your staff happy and engaged on a small-business budget

Read time: 5 minutes  When you own a small business, it can be tough to match larger employers when it […]

Networking for the nervous

Networking for the nervous

Read time: 3 minutes No matter how much you love what you do, sometimes it’s tough to be a small […]

Automate to elevate your small business

Automate to elevate your small business

Read time: 3 minutes For many people, the word automation is just another way of saying “lost jobs.” An understandable […]

What are source documents…and why does my business need them?

What are source documents…and why does my business need them?

Read time: 3 minutes In a financial transaction, it’s all about the paper trail.  As a small business owner, whenever […]

5 good reasons to have an emergency fund

5 good reasons to have an emergency fund

Read time: 3 minutes When it’s a challenge to pay your basic expenses from month to month, it can seem […]

How to ‘talk to the channel’ in multichannel marketing

How to ‘talk to the channel’ in multichannel marketing

Read time: 3 minutes Multichannel marketing may sound like the latest buzzword, but it’s actually a strategy that makes sense, […]

How an accountant can help your small business succeed

How an accountant can help your small business succeed

Read time: 3 minutes Owning a business is hard. And yet many small business owners still try to handle everything […]

Sticking to your small business budget

Sticking to your small business budget

Read time: 3 minutes You’ve worked hard to create a budget for your small business. But if you’re worried that […]

3 tips to develop a sound KPI strategy

3 tips to develop a sound KPI strategy

Read time: 3 minutes  We live in a data-driven world. And because data is so readily available, businesses have the […]

IRS notices 101

IRS notices 101

Read time: 2 minutes While it’s not a pleasant thought, any taxpayer is open to receiving a letter from the […]

The pros of cash flow forecasting

The pros of cash flow forecasting

Read time: 2 minutes Cash flow management is the most important aspect of any business—big or small. Maintaining a healthy […]

Get schooled on college savings plans

Get schooled on college savings plans

Helping ensure that you stay current on 529 plan withdrawal rules Read time: 1 minute The new budget bill passed […]

Act your retirement age

Act your retirement age

An age-based guide to meeting your retirement goals Read time: 2 minutes Wherever you are in life, everyone should have […]

Choosing a retirement plan that fits your biz

Choosing a retirement plan that fits your biz

Helping small business owners like you analyze and identify the best plan for you and your employees Read time: 3 […]

A sure-fire solution to get out from under time-consuming bookkeeping tasks

A sure-fire solution to get out from under time-consuming bookkeeping tasks

Entrepreneurs tend to be cut from the same cloth—specifically in terms of multitasking. Many new business owners take on work […]

Avoid payroll paralysis

Avoid payroll paralysis

If you handle your own payroll, you may be familiar with that feeling of dread each time a new payroll […]

Put an end to your credit card quandary

Put an end to your credit card quandary

Many businesses use credit cards to pay expenses. It’s convenient and simple. The key is selecting the right card—the one […]

Form 2

Form 2

For employers who do not offer a health plan.

Form 1

Form 1

For employers who offer a health plan to some or all employees.

Form I-9

Form I-9

Download Form I-9 from uscis.gov

Form W-9

Form W-9

Download Form W-9 from irs.gov

Form W-4

Form W-4

Download Form W-4 from irs.gov

Protecting Your Business From Internal Fraud

Protecting Your Business From Internal Fraud

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. 

8 Security Measures To Protect Your WordPress Website

8 Security Measures To Protect Your WordPress Website

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.

Proactive Tax Strategies for High-Earning Taxpayers

Proactive Tax Strategies for High-Earning Taxpayers

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. 

Mitigating the Risk of Deepfake Fraud

Mitigating the Risk of Deepfake Fraud

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.

Maximize Your Health Savings With an HSA

Maximize Your Health Savings With an HSA

Maximize your health savings account benefits and avoid unnecessary taxes and penalties. Discover the eligibility criteria, benefits, and how to effectively manage your HSA.

Understanding the Backdoor Roth IRA

Understanding the Backdoor Roth IRA

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.

IRS Opens ERC Voluntary Disclosure Program

IRS Opens ERC Voluntary Disclosure Program

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.

The 1031 Exchange Explained

The 1031 Exchange Explained

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.

What To Do With Old Retirement Accounts

What To Do With Old Retirement Accounts

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.

Two Estate Planning Strategies to Help Protect Wealth

Two Estate Planning Strategies to Help Protect Wealth

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.

The Key Functions of Your Nonprofit Board

The Key Functions of Your Nonprofit Board

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.

Essential Guidelines for Owner-Involved Business Loans

Essential Guidelines for Owner-Involved Business Loans

Learn the important considerations when loaning money to your business or borrowing from it to avoid legal and tax issues.

NLRB Decision May Affect Your Workplace Policies

NLRB Decision May Affect Your Workplace Policies

Discover how a recent decision by the National Labor Relations Board could reshape workplace policies and potentially impact your business. Learn more about Section 7 of the National Labor Relations Act and the NLRB decision means for employee rights and how it could affect your company’s rules.

Why the Cost of Customer Acquisition Is So Important

Why the Cost of Customer Acquisition Is So Important

For any business, understanding and effectively managing the cost of customer acquisition is crucial for success. In this video, we’ll explain what it is, how it’s calculated, and how it affects a business’s profitability, cash flow, and overall growth.

Determining Reasonable Compensation for S-Corp Owners

Determining Reasonable Compensation for S-Corp Owners

As an owner of an S-Corp, understanding the concept of reasonable compensation is crucial for tax planning and compliance. Learn about the IRS’s reasonable compensation rules for determining how much should be taken in the form of wages versus pass-through income.

Will You Need To Report Beneficial Ownership Information?

Will You Need To Report Beneficial Ownership Information?

The Corporate Transparency Act will require most businesses to provide beneficial ownership information to the U.S. Department of Treasury to combat money laundering. Find out who needs to report, what information is required, and when the reports must be submitted.

How Top CEOs Found Success Through Immersion

How Top CEOs Found Success Through Immersion

Discover how CEOs of Airbnb, Starbucks, and Uber immersed themselves in their own businesses as customers and frontline employees, gaining valuable insights that transformed their companies. Learn how their firsthand experiences led to innovative improvements and a better understanding of their customers’ needs.

Mistakes To Avoid When Setting Growth Goals

Mistakes To Avoid When Setting Growth Goals

Discover the common mistakes made when setting growth goals and how to avoid them. Learn how to create a clear and achievable plan to take your business to the next level.

From Surviving to Thriving: The Benefits of Digital Transformation

From Surviving to Thriving: The Benefits of Digital Transformation

Discover the benefits of digital transformation for businesses, including enhanced operational efficiency, real-time insights, and a competitive advantage in today’s evolving market.

Hiring Your Child Can Help You Save Big in Taxes

Hiring Your Child Can Help You Save Big in Taxes

Hiring your child for your business can lead to significant tax savings by shifting income, reducing taxes, and reducing FICA and FUTA obligations. However, it’s crucial to follow employment laws and withhold appropriate taxes. Learn more about the benefits and rules for hiring your child.

The Power of AI: Boosting Worker Productivity

The Power of AI: Boosting Worker Productivity

Learn how Artificial Intelligence is transforming worker productivity and its impact on businesses and the labor market.

6 Misconceptions of a Revocable Living Trust

6 Misconceptions of a Revocable Living Trust

A revocable living trust, or RLT, offers many benefits, including probate avoidance, privacy, and flexibility in managing assets during one’s life, incapacity, and death. However, despite their popularity as an estate planning tool, there are many misconceptions surrounding revocable trusts that lead to confusion and misunderstandings. Watch this video to learn about the top six misconceptions.

Business Travel Expenses: Per Diem vs Actual Expenses

Business Travel Expenses: Per Diem vs Actual Expenses

If your employees travel for work purposes, it’s important to understand the various methods of tracking and substantiating travel expenses so that you can maintain accurate records, control costs, and take advantage of potential tax benefits. Watch this video to learn about business travel expenses, per diem allowances, and how they affect employees and employers.

IRS Dirty Dozen Top Tax Scams To Avoid

IRS Dirty Dozen Top Tax Scams To Avoid

Each year, the Internal Revenue Service publishes its annual Dirty Dozen list of tax scams highlighting various schemes that put taxpayers and their financial well-being at risk. In this video, we’ll provide an overview of five of the top scams on the list.

Properly Funding Your Living Trust

Properly Funding Your Living Trust

Failing to properly fund a living trust is one of the most common errors people make and can lead to unintended consequences and added costs for both the individual and their beneficiaries. In this video, we’ll provide an overview of how to properly fund a living trust.

R&E Expense Amortization Got You Down?

R&E Expense Amortization Got You Down?

Now that Research & Experimentation expenses must be amortized over several years, many companies are looking for ways to increase deductions and reduce taxable income. Here are three opportunities to potentially accelerate depreciation and reduce your tax liability.

Protecting Your Family’s Finances During an Economic Downturn

Protecting Your Family’s Finances During an Economic Downturn

Many economists are predicting that the US economy will experience a downturn, if not a recession, in 2023. A downturn can lead to job loss, reduced income, and financial insecurity. While it’s impossible to predict the future with certainty, there are steps you can take to protect your finances during a downturn.

Incentivize Employees With Stock Appreciation Rights Instead of Equity

Incentivize Employees With Stock Appreciation Rights Instead of Equity

Many business owners want to incentivize and reward employees by tying their compensation to the company’s performance. One way to do this is through stock options, but using stock appreciation rights might be a better solution.

FASB Proposes Changes to Lease Accounting Rules

FASB Proposes Changes to Lease Accounting Rules

The Financial Accounting Standards Board recently issued a proposed Accounting Standards Update for Leases (Topic 842). The update addresses related-party arrangements between entities under common control. This video provides an overview of the proposed changes.

When To Outsource Your Accounting

When To Outsource Your Accounting

Thanks to the cloud and automation, outsourcing has never been a more viable option than it is today. Quite often, outsourcing can be more efficient and less expensive than hiring dedicated staff. In this video, we’ll cover the benefits of outsourcing your accounting.

Five Steps to Properly Recognizing Revenue

Five Steps to Properly Recognizing Revenue

The FASB and IASB have provided standards for properly recognizing revenue in your financials. Using a five step process, companies recognize revenue based on the value and timing of when control of the goods and services are transferred to the customer. Learn about the standards and how to properly recognize revenue for your company.

What Is an S-Corp Election?

What Is an S-Corp Election?

Business owners often struggle with determining the optimal legal structure and tax treatment for their business. This video will explain an S-Corp tax election and how it may benefit you and your business.

Expect More IRS Audits

Expect More IRS Audits

The Inflation Reduction Act allocated $80 billion to the IRS for hiring additional personnel and improving processes and technology. Learn how this might affect future audit activity and how much time the IRS has to audit you.

How the Student Loan Debt Relief Plan works

How the Student Loan Debt Relief Plan works

President Biden announced a plan to extend the pause on student loan repayments and offer student loan forgiveness to millions of borrowers. Under the Student Loan Debt Relief Plan, eligible borrowers will have up to $20,000 of their student loans forgiven. Watch this video to learn more about the program.

The Clean Vehicle Tax Credit Program

The Clean Vehicle Tax Credit Program

The Inflation Reduction Act includes the Clean Vehicle Tax Credit program which provides tax credits for purchasing electric vehicles. Learn about the tax credits and limits on qualifications.

Research and Development Tax Credits

Research and Development Tax Credits

While most companies expense the cost of research and development activities, most fail to take advantage of the R&D tax credit. Learn how the tax credit works and what expenses qualify for it.

Overview and Benefits of a Stock Option Plan

Overview and Benefits of a Stock Option Plan

A stock option plan can be used to align the interests of employees and shareholders, and attract and retain talented workers. This video will cover the basics of a stock option plan and how your company may benefit from having one.

Preparing your business for a recession

Preparing your business for a recession

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

Tips for raising financially literate young adults

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

Succession Planning for Nonprofits

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. This video offers tips and best practices for creating and implementing a succession plan for your nonprofit.

Protecting Your Company From Ransomware

Protecting Your Company From Ransomware

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

How Cryptocurrency Transactions Are Taxed

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.

There is still time to make an IRA contribution for 2021

There is still time to make an IRA contribution for 2021

A great way to reduce taxable income while saving for the future is by contributing to an Individual Retirement Account. Learn about IRAs including the deadline to contribute, limits and tax deductibility.

The Benefits of Hiring an Outsourced CFO

The Benefits of Hiring an Outsourced CFO

When it comes to running any organization, proper financial management is critical. One of the most important decisions you’ll make 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

How Cost Segregation Studies Help Real Estate Owners Defer Taxes

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

How the Federal Reserve Fights Inflation

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

Protecting Wealth With a Life Insurance Trust

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.

Tax Implications of the Infrastructure Act

Tax Implications of the Infrastructure Act

On November 15, 2021, President Biden signed the Infrastructure Investment and Jobs Act into law. In this video, we will cover three tax-related provisions that may affect you and your business.

Leveraging a Spousal Lifetime Access Trust

Leveraging a Spousal Lifetime Access Trust

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 their lifetime gift tax exemption.

SBA Enhances the Economic Injury Disaster Loan Program

SBA Enhances the Economic Injury Disaster Loan Program

The SBA has modified and enhanced the Economic Injury Disaster Loan (EIDL) program to expand both eligibility and program benefits. In this video, we’ll quickly cover the changes and how they might help you and your business.

House Ways and Means Committee Proposed Tax Changes

House Ways and Means Committee Proposed Tax Changes

The House of Representatives Ways and Means Committee recently released draft legislation that would increase taxes to help pay for the proposed $3.5 trillion spending package. In this video, we briefly cover some of the more important proposed tax changes.

Tax Benefits of Opportunity Zone Funds

Tax Benefits of Opportunity Zone Funds

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 Opportunity Zone Funds.

Preventing and Addressing Fraud in Your Business

Preventing and Addressing Fraud in Your Business

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)

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

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)

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

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.

Advance Child Tax Credit Payments

Advance Child Tax Credit Payments

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

The Qualified Business Income Tax Deduction

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.

Budget Reconciliation: A Potential Path for President Biden’s Plans

Budget Reconciliation: A Potential Path for President Biden’s Plans

President Biden has proposed the American Jobs Plan and the American Families Plan, but a closely divided senate makes it challenging to turn these bills into law. In this video, we’ll discuss the budget reconciliation process as a possible path.

The American Families Plan

The American Families Plan

On April 28, 2021, President Biden introduced the American Families Plan, a $1.8 trillion spending plan that includes tax increases on high-income taxpayers to help offset its costs. In this video, we will quickly cover potential changes to the tax law that, if enacted, may affect you and your family.

Tax Strategies for Real Estate Owners

Tax Strategies for Real Estate Owners

In addition to appreciation and income generation, rental real estate can provide many tax benefits. In this video, we will cover some of the more attractive tax strategies for real estate owners.

Benefits to Help Attract and Retain Employees

Benefits to Help Attract and Retain Employees

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.

American Rescue Plan Act of 2021

American Rescue Plan Act of 2021

On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law to help address the impact of the coronavirus pandemic. In this video, we will cover the major features for both businesses and individuals of the $1.9 trillion plan.

Expanded PPP Guidance and Upcoming Deadlines

Expanded PPP Guidance and Upcoming Deadlines

On February 22, 2021 the SBA announced important changes to the Paycheck Protection Program. In this video, we will briefly cover first and second draw loans, recent guidance that expands loan eligibility, and approaching deadlines that you need to know.

CAA 2021 Changes to Paid Sick Leave and FSAs

CAA 2021 Changes to Paid Sick Leave and FSAs

The Consolidated Appropriations Act, 2021 was signed into law late last year, and in this video, we will discuss how the Act affected paid sick and family leave as well as flexible spending accounts.

Expansion of the Employee Retention Tax Credit

Expansion of the Employee Retention Tax Credit

The Consolidated Appropriations Act, 2021 made significant changes to the Employee Retention Tax Credit by extending relief to a greater number of employers and increasing the overall tax benefit. In this video, we will provide an overview of the changes and how they apply for the 2020 and 2021 tax years.

Form 1099-NEC vs 1099-MISC

Form 1099-NEC vs 1099-MISC

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.

Consolidated Appropriations Act, 2021

Consolidated Appropriations Act, 2021

On December 27, 2020, the President signed the Consolidated Appropriations Act, 2021 into law. In this video, we cover the major provisions of the $900 billion stimulus relief package that affect businesses and individuals.

PPP Loan Forgiveness and Tax Planning

PPP Loan Forgiveness and Tax Planning

Recent guidance from the IRS concerning PPP loan expense deductions may have a significant effect on when you apply for forgiveness and how to maximize your loan forgiveness amount. In this video, we will share the latest IRS guidance on expense deductions, their potential impact on the amount of forgiveness you may receive, and some basics of the loan application process.

2020 Year-End Tax Planning for Businesses

2020 Year-End Tax Planning for Businesses

As the end of the year approaches, it is important to consider strategies to lower your tax liabilities for 2020. In this video, we’ll cover strategies that may help you reduce taxes on business income.

2020 Year-End Tax Planning for Individuals

2020 Year-End Tax Planning for Individuals

As the end of the year approaches, it is important to consider strategies to lower your tax liabilities for 2020. In this video, we’ll cover ten strategies that may help in reducing your tax bill.

Pour-Over Will

Pour-Over Will

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.

Forgiveness of PPP Loans of $5,000 or Less

Forgiveness of PPP Loans of $5,000 or Less

In October of 2020, the SBA and Treasury released an Interim Final Rule that makes it significantly easier for businesses with Paycheck Protection Program loans of $50,000 or less to receive forgiveness. Watch now to learn the details.

What if your customer files bankruptcy

What if your customer files bankruptcy

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

Donor Advised Funds

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.

2020 Mid-Year Tax Planning Tips

2020 Mid-Year Tax Planning Tips

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.

8/8/20 Executive Order: Payroll Tax Deferral

8/8/20 Executive Order: Payroll Tax Deferral

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.

Changes to the Form 941

Changes to the Form 941

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.

Benefits of a Fractional CFO

Benefits of a Fractional CFO

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.

Scenario Planning

Scenario Planning

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

Succession Planning for Business Owners

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.

Paycheck Protection Program Flexibility Act of 2020

Paycheck Protection Program Flexibility Act of 2020

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.

PPP Loan Forgiveness

PPP Loan Forgiveness

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.

What you need to know about changes to retirement and 529 plans

What you need to know about changes to retirement and 529 plans

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

Smart tax tips for 2020

Smart tax tips for 2020

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

5 tips for hosting magical meetings

5 tips for hosting magical meetings

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

Financial resolutions for 2020…Get on a healthy track as the New Year kicks off

Financial resolutions for 2020…Get on a healthy track as the New Year kicks off

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

Main Street Lending Program V2

Main Street Lending Program V2

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.

Cybersecurity with a Remote Workforce

Cybersecurity with a Remote Workforce

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.

CARES Act for Individuals

CARES Act for Individuals

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.

CARES Act for Business

CARES Act for Business

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.

Paycheck Protection Program

Paycheck Protection Program

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.

SBA Economic Injury Disaster Loan Program

SBA Economic Injury Disaster Loan Program

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.

Families First Coronavirus Response Act

Families First Coronavirus Response 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.

10 Tips for Managing a Remote Workforce

10 Tips for Managing a Remote Workforce

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

Employee Retirement Plans

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.

The Gift Tax

The Gift Tax

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.

Contingency Planning for Business Owners

Contingency Planning for Business Owners

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.

Nine Year-End Tax Strategies for 2019

Nine Year-End Tax Strategies for 2019

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.

Internal Controls to Prevent Fraud

Internal Controls to Prevent Fraud

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.

The New W-4 Form Explained

The New W-4 Form Explained

The IRS issued a new W-4 form for 2020 to more accurately match your payheck withholdings with your actual tax obligations. Here’s a great video that explains what’s different with the new W-4 Form:

Do I Need a Will

Do I Need a Will

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.

7 Tax Minimization Strategies for Investing

7 Tax Minimization Strategies for Investing

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.

LLC vs S-Corp

LLC vs S-Corp

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.

Strategies for Estate Planning

Strategies for Estate Planning

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 to ensure you are protecting your assets.

Safe Harbor 401k Plans

Safe Harbor 401k Plans

Safe Harbor 401(k) plans are the most popular type of 401(k) used by small businesses today. Here’s a great 3 minute video you don’t want to miss.

Cash Balance Retirement Plans

Cash Balance Retirement Plans

Cash Balance Retirement Plans are growing in popularity due to their high contribution limits and tax saving benefits. Here’s a great 2 minute video to find out more.

Opportunity Zones

Opportunity Zones

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.

Cyber Security and Defence

Cyber Security and Defence

Cyber Security is a constant battle for both individuals and companies. Here’s a great video on:

Setting up a Trust

Setting up a Trust

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.

Retirement Savings 401k vs IRA

Retirement Savings 401k vs IRA

There are key financial and tax advantages for both a 401(k) and an IRA, but you may not be maximizing the advantages of both. Watch Now to learn how you can optimize your savings for retirement.

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