Financial Planning

Speaker Q&A: Pete Miller Speaker Q&A: Pete Miller

Introducing Pete Miller CTA (Fellow), Director & Head of Corporate Tax at Jerroms Miller. He..
From chaos to control: Eliminate the errors undermining your finance team From chaos to control: Eliminate the errors undermining your finance team

With compliance pressure rising and manual processes prone to error, finance leaders need more than ..
Should You Act Now In Anticipation of New Estate Tax Rules? Should You Act Now In Anticipation of New Estate Tax Rules?

To request a no-cost zoom estate planning design meeting: Our national estate planning law firm..
International Estate Planning - Canada | Understanding Cross-Border Taxation & Asset Protection International Estate Planning - Canada | Understanding Cross-Border Taxation & Asset Protection

Estate planning attorneys, Matt Dana and Trevor Whiting of Dana Whiting Law dive into the..
The Impact of Dress Code on Business Events in Douglas County, Nebraska The Impact of Dress Code on Business Events in Douglas County, Nebraska

As an expert in the business world, I have attended numerous business events in Douglas County,..
The Benefits of Registering Early for Business Events in Douglas County, Nebraska The Benefits of Registering Early for Business Events in Douglas County, Nebraska

Discover the advantages of registering in advance for business events in Douglas County, Nebraska...
The Power of Social Media in Boosting Business Events in Douglas County, Nebraska The Power of Social Media in Boosting Business Events in Douglas County, Nebraska

Discover how social media has revolutionized the way businesses promote their events and engage..
The Benefits of Volunteering at Business Events in Douglas County, Nebraska The Benefits of Volunteering at Business Events in Douglas County, Nebraska

Discover the numerous benefits of volunteering at business events in Douglas County, Nebraska. From ..
Unlocking the Potential of Business Events in Douglas County, Nebraska Unlocking the Potential of Business Events in Douglas County, Nebraska

Discover the diverse range of business events held in Douglas County, Nebraska and how they can..
The Impact of Business Events in Douglas County, Nebraska The Impact of Business Events in Douglas County, Nebraska

An expert's perspective on the economic impact of business events in Douglas County, Nebraska and..
Working Capital vs. Cash Flow: What Should Small Business Owners Focus On? Working Capital vs. Cash Flow: What Should Small Business Owners Focus On?

Running a small business presents numerous challenges. Among the most confusing for many owners is..
2025 Gift & Estate Tax Changes Explained 2025 Gift & Estate Tax Changes Explained

Attorney Andrew Bethel breaks down the new 2025 numbers for estate and gift taxes, federal income..
Tax Planning with Pensions [Joe Knows Retirement, Episode 17] Tax Planning with Pensions [Joe Knows Retirement, Episode 17]

Pensions are super valuable in retirement, but they can also make tax planning that much trickier...
Chaser connects with Sage Intacct to reduce credit risk and the manual work in AR Chaser connects with Sage Intacct to reduce credit risk and the manual work in AR

Chaser, the global leader in debtor management software, now connects with Sage Intacct, giving..
What Is Estate Tax Planning? | Your Civil Rights Guide What Is Estate Tax Planning? | Your Civil Rights Guide

What Is Estate Tax Planning? In this informative video, we will discuss the essentials of estate..
Estate Planning Strategies for Grandparents in Indiana Estate Planning Strategies for Grandparents in Indiana

Grandparents often play a pivotal role in shaping the financial future and values of younger..
accountingcpd Wins Customer Experience of the Year accountingcpd Wins Customer Experience of the Year

We’re thrilled to share that accountingcpd has been named Customer Experience of the Year (Vendor)..
How to Read a Business Credit Report (and Why It Matters) How to Read a Business Credit Report (and Why It Matters)

Understanding your business credit report is one of the most powerful steps you can take toward..
Act now: Estate tax planning in 2025 Act now: Estate tax planning in 2025

Don’t wait on #estate tax planning. Learn how to build flexibility into your plan now with insights...
TAX BASICS: Trusts Explained (Simply) TAX BASICS: Trusts Explained (Simply)

In this video, I explain what trusts are and how they are taxed. Specifically, I will cover:- Bare..
New $6000 Senior tax deduction - What it means for you? Wealth Lawyer Explains New $6000 Senior tax deduction - What it means for you? Wealth Lawyer Explains

To get a comprehensive tax and legal plan get to my law firm KKOS Lawyers: In this video, I break..
How to keep the post-event buzz on your return to the office How to keep the post-event buzz on your return to the office

With the events season wrapping up, many of us in the industry are feeling that all too familiar..
What Is An Estate Plan, vs. a Trust, vs. a Will? - Estate Planning 101 What Is An Estate Plan, vs. a Trust, vs. a Will? - Estate Planning 101

What does estate planning mean, overall? What is an estate plan, and do you need one? In this video,..
Contesting a Will in Indiana: What You Should Know Before Taking Action Contesting a Will in Indiana: What You Should Know Before Taking Action

The loss of a loved one is often accompanied by grief, confusion, and a host of legal matters that..
How Can a Spendthrift Trust Strengthen Your Indiana Estate Plan? How Can a Spendthrift Trust Strengthen Your Indiana Estate Plan?

It is not uncommon for a family to include someone who struggles with managing finances. Whether..
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The Ultimate Guide to Loan Programs and Down Payment Requirements in Anoka County, Minnesota The Ultimate Guide to Loan Programs and Down Payment Requirements in Anoka County, Minnesota

Learn about the various loan programs available in Anoka County, Minnesota and the minimum down..
The Ultimate Guide to Financing a Manufactured Home in Anoka County, Minnesota The Ultimate Guide to Financing a Manufactured Home in Anoka County, Minnesota

Learn about the different loan programs available in Anoka County, Minnesota that can help you..
Common Trust Creation Mistakes You Can Avoid Making Common Trust Creation Mistakes You Can Avoid Making

Creating a trust can be a valuable estate planning tool, offering a seamless way to manage and..
Celebrate Canine Fitness Month This April: A Commitment to Your Dog’s Health and Future Celebrate Canine Fitness Month This April: A Commitment to Your Dog’s Health and Future

April is Canine Fitness Month, a time dedicated to raising awareness about the importance of..
Tax Breaks for Teachers: How to Claim the Educator Expense Deduction Tax Breaks for Teachers: How to Claim the Educator Expense Deduction

Teachers are always looking for creative ways to enhance their students’ learning experience...
What You Should Know About Nursing Home Abuse in Indiana What You Should Know About Nursing Home Abuse in Indiana

Nursing homes are meant to provide a safe and supportive environment for elderly residents and..
5 Trustee Mistakes You Can Avoid Making 5 Trustee Mistakes You Can Avoid Making

If you recently learned that you were appointed to serve as the Trustee of a trust, and have never..