Insights
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.
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
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.
IRS releases guidance on Q4 removal of employee retention credit
Employers need to react quickly to the new guidance to pay in amounts as if they were incurred on Dec. 31, 2021.
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.
IRS releases guidance on timing of tax-exempt income for PPP loans
IRS releases Rev. Procs. 2021-48, 2021-49 and 2021-50 to address the treatment of tax-exempt income for PPP loans.
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
Bipartisan infrastructure bill passes House with bipartisan vote. President Biden expected to sign by end of next week.
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.
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?