Webinars

Current

Insider's Scoop: Tax Credits & Incentives

Thursday, November 17, from 12:00 to 1:00 p.m.

Join us for a 60-minute virtual presentation about the many tax credits and incentives to help you relieve your tax burden.

Playbacks

Roadmap to Year-End Tax Planning & Beyond - YouTube

This 60-minute video presentation will provide you with a roadmap for minimizing your tax burden with tax planning tips for this year as well as in 2023. View the recording on our YouTube channel.

Creating a Lasting Legacy: Philanthropic and Charitable Tax Planning

Join us for a 60-minute virtual presentation about charitable planning techniques that minimize taxes and more importantly fulfill philanthropic goals and create a lasting legacy to help others. View the recording on our YouTube channel.

Crypto: A Primer for the Uninitiated- Definition, Compliance, Taxes & Risks

This 30-minute webinar covered the basics of cryptocurrency including the definition of crypto, taxable transactions, government regulations, risks, and how to mitigate risks of crypto. View the recording on our YouTube channel.

Navigating President Biden's New Tax Legislation in 2021 & Beyond

December 16, 2021

This virtual, interactive presentation from our team of seasoned tax professionals covered the current status of the proposed tax bill, the potential impacts of the bill passing in its current form, and the tax provisions from the Infrastructure Investment & Jobs Act.

Is the Temperature Rising Webinar Playback

August 3, 2021

Our tax webinar "Cool Off with HOT Tax Tips" was held on July 29, 2021, covering tax changes, estate planning proposals, Employee Retention Tax Credit program...