Knowledge Base

Search Results

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.
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.
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.
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.
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.
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.
What the CARES Act means for Individuals

What the CARES Act means 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.
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.
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.
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.
Top Cyber Threats and Defense Strategies

Top Cyber Threats and Defense Strategies

< Back to the Insights GalleryDownload our WhitepaperClick below to view our in-depth whitepaper.Let's Talk!You ...
Retirement Savings: 401(k) vs IRA

Retirement Savings: 401(k) 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.
The Why and How of Setting Up a Trust

The Why and How of 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.