Webinars

Is a Donor-Advised Fund for Charitable Giving a Good Fit?

A donor-advised fund (DAF) is a charitable giving account that can play a valuable role in a charitable giving strategy—popular for its tax efficiency, flexibility, and simplicity. This resource can help you determine if a DAF could be worth considering as a useful addition to your overall …

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Three Financial Basics To Practice in 2021

The year 2020 was many things to different people, but one universal feeling is that it didn’t go how anyone had planned.Even though we’ve already had a rocky start to 2021, this year brings the hope that the world will go back to something resembling normal as more people are vaccinated.

Tax Tips for Business Owners in a COVID World

Facing everything from empty sales floors to painful staff shortages, entrepreneurs have been uniquely hurt by 2020 and the extent of the damage isn’t fully known yet. A Yelp economic impact report released in September found that almost 100,000 small businesses in the country had closed th …

5 Things to Watch in the First Quarter of 2021

Have you found yourself officing in a room with a bunk bed? Do you realize you’re going to the store in your pajamas and never leaving your car? Does going to the movies mean going to the living room to turn on the TV? Quarantine changed the world almost overnight, and the adjustment is so …

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