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Videos and Articles

Valuing Your Business

Valuing Your Business

A business valuation helps to determine the fair market value of a company and may be needed for a variety of reasons such as buying or selling a business, transferring equity, developing an estate plan or purchasing insurance. In this video, we'll cover why you might need a valuation and the common methodologies used to determine value.
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.
House passes infrastructure legislation; sends bill to President Biden

House passes infrastructure legislation; sends bill to President Biden

Bipartisan infrastructure bill passes House with bipartisan vote. President Biden expected to sign by end of next week.
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.
The IRS hired more than 1,000 new assisters to staff phone lines

The IRS hired more than 1,000 new assisters to staff phone lines

The IRS foresees better phone service for taxpayers by hiring more than 1,000 new phone assisters across all call lines.
Ways and Means proposed IRA changes – what to keep an eye on

Ways and Means proposed IRA changes – what to keep an eye on

Several provisions would tighten IRA rules for high-income individuals, and some other changes apply regardless of income level.
What’s going on with China Evergrande Group?

What’s going on with China Evergrande Group?

Investors question whether the potential collapse of China's heavily-indebted real estate developer is China’s "Lehman Brothers moment."
House proposed changes – What should wealthy individuals consider?

House proposed changes – What should wealthy individuals consider?

What are the proposed tax changes affecting individual taxpayers and what should you consider today to limit your exposure to these changes?
Opportunity zone investors should consider state and local tax credits

Opportunity zone investors should consider state and local tax credits

Companies may be able to realize additional tax savings through state tax credits and other incentive programs.
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.
Performing a 401(k) retirement plan self-checkup

Performing a 401(k) retirement plan self-checkup

When an employer sponsors a retirement plan for its employees, it must carefully consider, and continually monitor, the plan provisions.
House Ways and Means releases reconciliation tax payfors

House Ways and Means releases reconciliation tax payfors

House Ways and Means issues its discussion draft amendment with revenue items to offset $3.5 trillion spending package.
Senator Wyden’s draft proposals target partnership tax rules

Senator Wyden’s draft proposals target partnership tax rules

Senator Wyden’s recent ‘discussion draft’ legislation, if enacted, would drastically alter many of the tax rules that apply to partnerships.
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.