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Pour-Over Will

Pour-Over Will

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.

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.

Changes to Form 941

Changes to Form 941

Starting with the second quarter of 2020, employers will have to use the newly revised Form 941, the Employer’s Quarterly Federal Tax Return. This revised form enables employers to report wages, credits and deferrals related to the CARES Act and the Families First Coronavirus Response Act. Watch now to learn about the changes to the form.

Benefits of a Fractional CFO

Benefits of a Fractional CFO

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.