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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.
IRS releases 2024 retirement plan limitations

IRS releases 2024 retirement plan limitations

Cost-of-living adjustments to retirement plan limits for 2024 have been issued by the IRS in Notice 2023-75.
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.
IRS announces ERC Withdrawal Program

IRS announces ERC Withdrawal Program

IRS announces simplified method for employers who have not yet received ERC refunds to withdraw claims that they now believe are ineligible.
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.
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.
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.
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.
Amid banking disruption, everyone wants a piece of lending

Amid banking disruption, everyone wants a piece of lending

Amid banking disruption, private credit could play a significant role in lending.
California wildfires and Atlantic hurricanes: Insurers grapple with rising risk

California wildfires and Atlantic hurricanes: Insurers grapple with rising risk

As severe weather affects insurance companies, preventive measures and catastrophe modeling are key.
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.
U.S. charitable donations fell last year

U.S. charitable donations fell last year

Donations to charity fell to $499 billion last year, a 3.4% decrease from 2021.
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.
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.
State income tax law changes for the second quarter of 2023

State income tax law changes for the second quarter of 2023

A summary of state and local income tax updates enacted during the quarter ending June 30, 2023, which may impact current and deferred tax provisions
Rising interest rates put a spotlight on cash management for construction

Rising interest rates put a spotlight on cash management for construction

Rising interest rates put a spotlight on cash management for construction contractors looking to reduce liquidity risk.