Resources
IRS Clarifies Government Orders for ERC Claims
A deep dive into the IRS' continuous efforts to provide further guidance regarding the Employee Retention Credit (ERC) as it combats scam promotions and ineligible credit applications.
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.
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.
Strategic Giving: Comparing Private Foundations and Donor-advised Funds
Discover the benefits of private foundations for managing charitable giving and how they differ from donor-advised funds. Gain greater control and flexibility over your philanthropic efforts while creating a lasting legacy of giving for future generations.
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
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
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
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.
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.
Will You Need To Report Beneficial Ownership Information?
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.
IRS clarifies employee retention credit guidance
IRS guidance addresses full or partial suspensions of operations due to supply chain disruption for ERTC and erroneous ERTC refunds.
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
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.
Telecommunications industry outlook
In our 2023 telecommunications industry outlook, we explore what's ahead for middle market business leaders.
The Power of AI: Boosting Worker Productivity
Learn how Artificial Intelligence is transforming worker productivity and its impact on businesses and the labor market.