2020 Mid-Year Tax Planning Tips

By |2020-09-29T11:46:22-04:00September 24th, 2020|Video, Tax|

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.

Donor-Advised Funds: Giving with a Tax Advantage

By |2020-12-01T16:03:00-05:00September 9th, 2020|Video, Tax|

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.

Benefits of a Fractional CFO

By |2020-11-16T14:35:53-05:00August 31st, 2020|Video|

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.

LLC vs S-Corp: What’s the Difference?

By |2020-08-26T11:20:34-04:00August 25th, 2020|Video|

If you're starting or have already started your own business, you've probably heard about the advantages of incorporation. In this video, 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.

Do I Need a Will?

By |2020-08-14T12:20:21-04:00August 10th, 2020|Video, Estate Planning|

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. Here's a great video you don't want to miss.