Insights

Videos and Articles

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.
U.S. households are drawing down savings as the economy booms

U.S. households are drawing down savings as the economy booms

After building up prodigious savings during the pandemic, American households are starting to spend that cash.
The $1.2 trillion infrastructure legislation and the middle market

The $1.2 trillion infrastructure legislation and the middle market

This legislation represents the most significant modernization of the nation’s infrastructure since the middle of the 20th century.
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.
Looking ahead to 2022

Looking ahead to 2022

Nearly two years into the pandemic, there are signs that the worst of a once-in-a-century shock to the global economy is beginning to fade.
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.