Resource Gallery

Budget Reconciliation: A Potential Path for President Biden’s Plans
President Biden has proposed the American Jobs Plan and the American Families Plan, but a closely divided senate makes it challenging to turn these bills into law. In this video, we’ll discuss the budget reconciliation process as a possible path.

The American Families Plan
On April 28, 2021, President Biden introduced the American Families Plan, a $1.8 trillion spending plan that includes tax increases on high-income taxpayers to help offset its costs. In this video, we will quickly cover potential changes to the tax law that, if enacted, may affect you and your family.

Tax Strategies for Real Estate Owners
In addition to appreciation and income generation, rental real estate can provide many tax benefits. In this video, we will cover some of the more attractive tax strategies for real estate owners.

American Rescue Plan Act of 2021
On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 into law to help address the impact of the coronavirus pandemic. In this video, we will cover the major features for both businesses and individuals of the $1.9 trillion plan.

Expanded PPP Guidance and Upcoming Deadlines
On February 22, 2021 the SBA announced important changes to the Paycheck Protection Program. In this video, we will briefly cover first and second draw loans, recent guidance that expands loan eligibility, and approaching deadlines that you need to know.

CAA 2021 Changes to Paid Sick Leave and FSAs
The Consolidated Appropriations Act, 2021 was signed into law late last year, and in this video, we will discuss how the Act affected paid sick and family leave as well as flexible spending accounts.

Expansion of the Employee Retention Tax Credit
The Consolidated Appropriations Act, 2021 made significant changes to the Employee Retention Tax Credit by extending relief to a greater number of employers and increasing the overall tax benefit. In this video, we will provide an overview of the changes and how they apply for the 2020 and 2021 tax years.

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.

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.

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.

Guidance on PPP Loans of $50,000 or Less
In October of 2020, the SBA and Treasury released an Interim Final Rule that makes it significantly easier for businesses with Paycheck Protection Program loans of $50,000 or less to receive forgiveness. Watch now to learn the details.

What if your customer files bankruptcy
It’s something every business owner hates to hear – your customer filed for bankruptcy. In this video, we’re going to provide information about the bankruptcy process to help you with your recovery efforts.

Donor-Advised Funds
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.

Executive Order Payroll Tax Deferral
On August 8, 2020, President Trump signed an executive order directing the Secretary of the Treasury to permit employers to defer certain payroll tax obligations. Watch now to learn about the Order and the payroll tax deferrals.

Scenario Planning
What if your organization was already prepared to respond to the challenges brought about by COVID-19? Scenario planning is a savvy management tool that helps organizations deal with the uncertain world in which we live.
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