Individual tax changes are coming by 2026, and preparation is key to staying ahead. This article offers a peek into the future of tax laws and how they could influence your finances. Don’t miss out on this chance to future-proof your tax strategy.

Are you a parent or caregiver? This video breaks down everything you need to know about the child and dependent care credit. Don’t miss this opportunity to reduce your tax bill!

Are you prepared for the upcoming cut in the lifetime gift and estate tax exclusion? Learn how proactive planning can maximize your tax savings before exemption levels drop.

Did you know that over half of all business fraud stems from inadequate internal controls? In this video, we’ll provide you with four specific controls you can implement to help protect your business. 

Thousands of WordPress websites are hacked daily, causing significant disruptions and data leaks. Learn about nine essential security measures you should prioritize to protect your WordPress website from cyber threats.

The IRS has issued clear warnings about its increased scrutiny of high-net-worth individuals, especially those using risky tactics to reduce tax obligations. This video provides strategies for optimizing your financial situation while staying within the bounds of the law. 

With the rise of AI, deepfake fraud is on the rise, resulting in significant financial losses for companies. Explore the need for increased employee education and enhanced security measures. Reach out to us to learn how to protect your organization against these sophisticated cybercrimes.

Maximize your health savings account benefits and avoid unnecessary taxes and penalties. Discover the eligibility criteria, benefits, and how to effectively manage your HSA.

Are you a high-income earner seeking ways to optimize your retirement savings? Get a full grasp of how the Backdoor Roth IRA can be an effective tool for you.

If you’re a business owner who mistakenly claimed the Employee Retention Credit, find out how the new IRS Voluntary Disclosure Program can help you rectify the situation. Discover the eligibility criteria, benefits, and application process in our informative video.

In the world of real estate, the Section 1031 exchange has been a significant tool for investors who want to grow their real estate portfolio and wealth. In this video, we’ll explain how a 1031 exchange works and important considerations when using one.

You likely have at least one old retirement account if you’ve ever changed employers. These accounts stay exactly as you left them unless you take action. In this video, we’ll provide options for what to do with those old accounts.

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.

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.

Learn the important considerations when loaning money to your business or borrowing from it to avoid legal and tax issues.

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.

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.

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.

The Corporate Transparency Act will require most businesses to provide beneficial ownership information to the U.S. Department of Treasury to combat money laundering. Find out who needs to report, what information is required, and when the reports must be submitted.

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.