Videos

Contingency Planning for Business Owners

All businesses face a variety of risks, which is why it’s important to have contingency plans in place to deal with unexpected events. In this video, you will learn 5 important steps to contingency planning for your business.

Top 7 Internal Controls to Prevent Fraud

All companies are susceptible to and will likely experience fraud at some point. In this video, you will learn about simple and easy to implement controls and processes.

The New W-4 Form Explained

Download our Whitepaper Click below to view our in-depth whitepaper. Let’s Talk! You can call us at (831) 759-6300 or fill out the form below and we’ll

7 Tax Minimization Strategies for Investing

Keep more of your investment dollars in your pocket with the following tax minimization strategies. In this short video, we’ll cover seven strategies to help you minimize taxes when investing in stocks, real estate and other types of assets.

LLC vs S-Corp: What’s the Difference?

If you’re starting or have already started your own business, you’ve probably heard about the advantages of incorporation. You’ll learn the differences between an LLC and S-Corp, and how both can be used together. We’ll also cover the benefits and tax implications of each.

Strategies for Estate Planning

With recent tax changes, it is important to make sure that you are making good choices as it relates to your Estate Plan. The Internal Revenue Service recently increased the estate tax exclusion. While this can be a big benefit, it’s important to have strategies in place to ensure you are protecting your assets.

Cash Balance Retirement Plans

Cash Balance Retirement Plans are growing in popularity due to their high contribution limits and tax saving benefits. Here’s a great 2 minute video to find out more.

All About Opportunity Zones

Expecting a Capital Gain? You may be able to receive significant tax incentives for investing in an Opportunity Zone Fund. Here’s a great 2 minute video to find out more.

Top Cyber Threats and Defense Strategies

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The Why and How of Setting Up a Trust

There are many different options to provide for your loved ones and a trust may be the best option. Watch now to learn about each type of trust and the benefits they offer.

Retirement Savings: 401(k) vs IRA

There are key financial and tax advantages for both a 401(k) and an IRA, but you may not be maximizing the advantages of both. Watch Now to learn how you can optimize your savings for retirement.