Financial Planning

Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law Recent Trends in Estate and Gift Tax Law 2025, IRC 2036 and Related Tax Law

An expert offers a review of recent case law and pronouncements by the IRS have indicated the need..
Monzo simplifies Making Tax Digital with built-in tax filing tool, powered by Sage Monzo simplifies Making Tax Digital with built-in tax filing tool, powered by Sage

Monzo, the digital bank with over 700,000 business customers, is helping simplify tax filing for..
IRS Changes Rules: Is Your Trust at Risk? IRS Changes Rules: Is Your Trust at Risk?

Join Attorney Andrew Bethel from Bethel Law as he explains the crucial aspects of the IRS Revenue..
Taxation of Trusts|South Africa Taxation of Trusts|South Africa

This video covers the tax implications of trusts for all the relevant parties, a bit of donations..
QDOT vs. QTIP: What Is the Difference and Which One Should I Include in My Indiana Estate Plan? QDOT vs. QTIP: What Is the Difference and Which One Should I Include in My Indiana Estate Plan?

For many people, building wealth is an important goal, but protecting that wealth and ensuring it..
Accountex Summit Manchester 2025: a record-breaking success Accountex Summit Manchester 2025: a record-breaking success

Manchester welcomed accounting and finance professionals from across the North for the seventh..
Will Medicaid Pay for Home Health Care for Seniors in Indiana? Will Medicaid Pay for Home Health Care for Seniors in Indiana?

As we age, many of us get to a point where we need assistance with daily tasks and/or we need..
Payroll – the heartbeat of workplace pensions Payroll – the heartbeat of workplace pensions

Since the dawn of automatic enrolment (AE), payroll has become the beating heart of workplace..
How AI is helping accountants predict and prevent a cash crunch How AI is helping accountants predict and prevent a cash crunch

Cash flow forecasting is vital for every business. It cautions against approaching cash shortages...
Estate Planning 101 | The Proper Way to Structure Your Estate Plan Estate Planning 101 | The Proper Way to Structure Your Estate Plan

Having the control to plan what happens to your estate (or stuff) when you die is important to..
Tax Strategies for Retirement: Ed Slott Discusses Estate Planning, and Saving Millions on Taxes. Tax Strategies for Retirement: Ed Slott Discusses Estate Planning, and Saving Millions on Taxes.

*Questions about retirement taxes? We've got answers!*In this video, we dive deep into retirement..
New Tax Law - Benefits to Retirees & Seniors New Tax Law - Benefits to Retirees & Seniors

The new tax law just signed on July 4th includes major changes that could directly impact your..
Do I Need An LLM In Tax To Do Estate Planning?! Do I Need An LLM In Tax To Do Estate Planning?!

You don't need to be a legal or tax expert to launch an estate planning practice!
The 5 Worst States to Live in When You Die – Hidden Taxes They Don’t Tell You About The 5 Worst States to Live in When You Die – Hidden Taxes They Don’t Tell You About

In this video, Toby Mathis and attorney John Anderson reveal the five worst U.S. states to pass..
The PERFECT Retirement Tax Plan (Step by Step Guide) The PERFECT Retirement Tax Plan (Step by Step Guide)

Schedule a call with us to see how we can help you get more out of retirement 👇🏼 VIDEO: How to..
The Ultimate Guide to Parking for Business Events in Douglas County, Nebraska The Ultimate Guide to Parking for Business Events in Douglas County, Nebraska

Learn about the parking situation for business events in Douglas County, Nebraska from an expert..
The Insider's Guide to Business Events in Douglas County, Nebraska The Insider's Guide to Business Events in Douglas County, Nebraska

Learn about the key players involved in organizing and planning business events in Douglas County,..
Minimize State-Level Estate Tax: Estate Planning Strategies Minimize State-Level Estate Tax: Estate Planning Strategies

Our estate planning law firm is based in Louisiana and trusted by families nationwide. We’ve built..
Can I Take Steps Now to Avoid Guardianship in Indiana? Can I Take Steps Now to Avoid Guardianship in Indiana?

It can be difficult to consider a future in which you are no longer able to manage your own affairs...
Outstanding government invoices date back to 2006 Outstanding government invoices date back to 2006

Quadient findings show Government departments owed at least £290K but owe at least £1.7 million UK..
Autumn Budget 2025: What Changes Might Be on the Horizon? Autumn Budget 2025: What Changes Might Be on the Horizon?

As we look ahead to the Autumn Budget 2025, it is clear that the Chancellor, Rachel Reeves, will be ..
Gift Taxes: What the IRS Doesn''t Tell You! Gift Taxes: What the IRS Doesn''t Tell You!

Learn all about gift taxes in this comprehensive video by Attorney Andrew Bethel of Bethel Law...
What Are The Potential Estate Tax Law Changes? - Wealth and Estate Planners What Are The Potential Estate Tax Law Changes? - Wealth and Estate Planners

What Are The Potential Estate Tax Law Changes? In this informative video, we will discuss the..
What to Consider Before Expanding Your Facility or Hiring Staff What to Consider Before Expanding Your Facility or Hiring Staff

Growth is exciting. It means your business is working. Customers are returning, sales are rising,..
Estate Planning for High Net Worth Individuals | Dana Whiting Law Estate Planning for High Net Worth Individuals | Dana Whiting Law

In this video attorneys, Matt Dana and Trevor Whiting as they dive into the complexities of estate..
How the New Tax Law Will Actually Affect Your Tax Bill ($6,000 Senior Deductions, Roth, IRA) How the New Tax Law Will Actually Affect Your Tax Bill ($6,000 Senior Deductions, Roth, IRA)

The Big Beautiful Bill is making waves, and it’s bringing some important changes for..
How to Prepare for the SBA’s Collateral Requirements Without Risking Everything How to Prepare for the SBA’s Collateral Requirements Without Risking Everything

Few resources are as popular or reliable when it comes to small business funding as SBA loans. With ..
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