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What You Need To Know About Form 1099-NEC

What You Need To Know About Form 1099-NEC

In 2020, the IRS introduced the Form 1099-NEC for reporting nonemployee compensation. Learn about the form 1099-NEC and how it differs from the form 1099-MISC.
The Consolidated Appropriations Act, 2021

The Consolidated Appropriations Act, 2021

On December 27, 2020, the President signed the Consolidated Appropriations Act, 2021 into law. In this video, we cover the major provisions of the $900 billion stimulus relief package included in the spending bill.
PPP Loan Forgiveness and Tax Planning

PPP Loan Forgiveness and Tax Planning

Recent guidance from the IRS concerning PPP loan expense deductions may have a significant effect on when you apply for forgiveness and how to maximize your loan forgiveness amount. In this video, we will share the latest IRS guidance on expense deductions, their potential impact on the amount of forgiveness you may receive, and some basics of the loan application process.
2020 Year-End Tax Planning for Individuals

2020 Year-End Tax Planning for Individuals

As the end of the year approaches, it is important to consider strategies to lower your tax liabilities for 2020. In this video, we'll cover ten strategies that may help in reducing your tax bill.
2020 Year-End Tax Planning for Businesses

2020 Year-End Tax Planning for Businesses

As the end of the year approaches, it is important to consider strategies to lower your tax liabilities for 2020. In this video, we'll cover strategies that may help you reduce taxes on business income.
Pairing a Pour-Over Will With Your Trust

Pairing a Pour-Over Will With Your Trust

Does your estate plan include a trust? If so, you should know about an estate planning tool called a Pour-Over Will which helps ensure that all assets are moved into a Trust after an individual's death.
Forgiveness of PPP Loans of $50,000 or Less

Forgiveness of PPP Loans of $50,000 or Less

Forgiveness of PPP Loans of $50,000 or LessDownload our WhitepaperDownload our white paper on "Forgiveness of PPP Loans of $50,000 or Less".Let's
What if Your Customer Files Bankruptcy?

What if Your Customer Files Bankruptcy?

What if Your Customer Files Bankruptcy?Download our WhitepaperDownload our white paper on "What if Your Customer Files Bankruptcy?".Let's ...
Donor-Advised Funds: Giving with a Tax Advantage

Donor-Advised Funds: Giving with a Tax Advantage

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.
2020 Mid-Year Tax Planning Tips

2020 Mid-Year Tax Planning Tips

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.
8/8/20 Executive Order: Payroll Tax Deferral

8/8/20 Executive Order: Payroll Tax Deferral

8/8/20 Executive Order: Payroll Tax DeferralDownload our WhitepaperDownload our white paper on "8/8/20 Executive Order: Payroll Tax ...
Payroll: Changes to Form 941

Payroll: Changes to Form 941

Payroll: Changes to Form 941Download our WhitepaperDownload our white paper on "Payroll: Changes to Form 941".Let's Talk! You can call us at ...
Benefits of a Fractional CFO

Benefits of a Fractional CFO

Benefits of a Fractional CFODownload our WhitepaperDownload our white paper on "Benefits of a Fractional CFO".Let's Talk! You can call us at ...
Scenario Planning

Scenario Planning

Scenario PlanningDownload our WhitepaperDownload our white paper on "Scenario Planning".Let's Talk! You can call us at (314) 884-4000 or fill out
Succession Planning for Business Owners

Succession Planning for Business Owners

Succession Planning for Business OwnersDownload our WhitepaperDownload our white paper on "Succession Planning for Business Owners".Let's ...