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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 [...]

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 [...]

Learn the important considerations when loaning money to your business or borrowing from it to avoid legal and tax issues.

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 [...]

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 [...]

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 [...]

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 [...]

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. [...]

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.

Discover the benefits of digital transformation for businesses, including enhanced operational efficiency, real-time insights, and a competitive advantage in today's evolving market.