Financial Planning

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How International Financial Planning Can Guide You Toward a Credit Card Debt Relief Program How International Financial Planning Can Guide You Toward a Credit Card Debt Relief Program

Explore how insights from international financial planning can help you find the right credit card..
Schedule E: How to Report Supplemental Income and Loss Schedule E: How to Report Supplemental Income and Loss

If you earn money from a rental property or other supplemental income source, chances are the IRS..
7 End-of-Year Estate Planning Steps for Your Indiana Estate Plan 7 End-of-Year Estate Planning Steps for Your Indiana Estate Plan

As the year draws to a close, many Indiana residents take stock of their finances, family..
Should You Include a Pour-Over Will in Your Indiana Estate Plan? Should You Include a Pour-Over Will in Your Indiana Estate Plan?

When you decide to use a trust as the primary instrument through which assets are distributed in..
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Book a Professional Tax Strategy Consultation ▶ Download the Short-Term Rental Rule E-Book! ▶..
Difference between Tax Planning, Tax Avoidance & Tax Evasion | Explained with Examples Difference between Tax Planning, Tax Avoidance & Tax Evasion | Explained with Examples

In this video, we explain the clear difference between Tax Planning, Tax Avoidance, and Tax Evasion ..
Tax Savvy Estate Planning Tax Savvy Estate Planning

Welcome to the recorded session of Jensen Estate Law's February 2024 webinar, Tax Savvy Estate..
Lesson 23: Estate Planning 1: Estate Taxes and Trusts (2013) Lesson 23: Estate Planning 1: Estate Taxes and Trusts (2013)

NOTE: This is the older version of this content. The more recent version, which features up to date ..
10 Tax Moves You Must Make Before December 31st 10 Tax Moves You Must Make Before December 31st

In this episode, Toby Mathis, Esq. and tax attorney Eliot Thomas, Esq. walk through 10 powerful tax ..
Optimizing Liquidity & Capital Structure | vcfo Optimizing Liquidity & Capital Structure | vcfo

Assessing & Optimizing Your Liquidity & Capital Structure The strength of your company’s liquidity..
Zeroing Out Estate Tax with The Washing Machine | Protect Your Wealth and Maximize Inheritance Zeroing Out Estate Tax with The Washing Machine | Protect Your Wealth and Maximize Inheritance

Learn more about our national estate planning services at Dana Whiting Law:Request a Free estate..
What the Autumn 2025 Budget means for probate and estate administration What the Autumn 2025 Budget means for probate and estate administration

Last year’s Autumn Statement marked a major shift in tax policy. It introduced changes to..
Texas Businesses Get Funded Fast with Cornerstone Capital Advisors Texas Businesses Get Funded Fast with Cornerstone Capital Advisors

The post Texas Businesses Get Funded Fast with Cornerstone Capital Advisors appeared first on..
Estate Planning - Offshore Assets Estate Planning - Offshore Assets

In this webinar, Hugo Van Zyl and Mathys Briers-Louw, a lawyer specializing in foreign exchange and ..
Tax Planning vs Tax Preparation Tax Planning vs Tax Preparation

Many people confuse tax prep with tax planning.📂 Tax prep focuses on filing your return after the..
Estate Planning and Taxes 2025 Estate Planning and Taxes 2025

Brain Hinkle shares insights on Estate Planning and Taxes 2025.
Can Simple Estate Planning Save You Huge Tax Money? - Your Civil Rights Guide Can Simple Estate Planning Save You Huge Tax Money? - Your Civil Rights Guide

Can Simple Estate Planning Save You Huge Tax Money? Are you curious about how estate planning can..
CFOs face mounting stress as long hours and lack of data hinder decision-making, survey reveals CFOs face mounting stress as long hours and lack of data hinder decision-making, survey reveals

A survey of 1,000 CFOs and senior finance leaders across the UK and Ireland has revealed the..
The Impact of Healthcare Industry on Businesses and Employees in Northern Virginia The Impact of Healthcare Industry on Businesses and Employees in Northern Virginia

Learn about the significant impact of the healthcare industry on businesses and employees in..
The High Cost of Healthcare in Northern Virginia: A Concern for Businesses and Employees The High Cost of Healthcare in Northern Virginia: A Concern for Businesses and Employees

Learn about the impact of rising healthcare costs on businesses and employees in Northern Virginia, ..
Now Is the Time: Tax and Estate Planning Opportunities in 2021 Now Is the Time: Tax and Estate Planning Opportunities in 2021

The pandemic has motivated many of us to reevaluate our lives and future plans. The months spent at ..
Estate Planning with Tax Law in Mind Estate Planning with Tax Law in Mind

Estate Planning with Tax Law in Mind
Defining High Net Worth: Estate Planning and Tax Strategies Defining High Net Worth: Estate Planning and Tax Strategies

Attorneys Matt Dana and Trevor Whiting briefly discuss what is considered high net worth when..
How John Saved $750K in Taxes with Smart Estate Planning | Carson Law Case Study How John Saved $750K in Taxes with Smart Estate Planning | Carson Law Case Study

Meet John – a successful business owner with a growing company and multiple real estate investments...
Massive Tax Changes Coming in 2026 — What You Must Do Now Massive Tax Changes Coming in 2026 — What You Must Do Now

📍Connect: ▪️Newsletter: ▪️YouTube - World Affairs In Context: ▪️X: ▪️Telegram: ▪️YouTube - Behind..
Holiday Season Survival Guide for Startups: Funding Tips That Work Holiday Season Survival Guide for Startups: Funding Tips That Work

The post Holiday Season Survival Guide for Startups: Funding Tips That Work appeared first on..
Now Is the Time to Invest in Your Staff and Ways to Afford It Now Is the Time to Invest in Your Staff and Ways to Afford It

The post Now Is the Time to Invest in Your Staff and Ways to Afford It appeared first on..
Built for growth…or just survival? Built for growth…or just survival?

The accountancy profession has always been busy, but recently, it feels like it’s operating at full ..
Who Should Safeguard the Inheritance You Leave for Your Child in Indiana? Who Should Safeguard the Inheritance You Leave for Your Child in Indiana?

Every adult can benefit from having an estate plan in place; however, for parents of young children,..
How to Prepare Financially for Fall Enrollment Expansion How to Prepare Financially for Fall Enrollment Expansion

The post How to Prepare Financially for Fall Enrollment Expansion appeared first on Cornerstone..
The True Cost of Classroom Quality And How to Fund It The True Cost of Classroom Quality And How to Fund It

The post The True Cost of Classroom Quality And How to Fund It appeared first on Cornerstone..
The Best Business Accelerators and Startup Incubators in Texas The Best Business Accelerators and Startup Incubators in Texas

Starting a business is thrilling, but also overwhelming. Every entrepreneur dreams of scaling fast, ..
Understanding Trust Beneficiary Rights in Indiana Understanding Trust Beneficiary Rights in Indiana

When a trust is created in Indiana, the individuals named as beneficiaries gain important legal..
Understanding the 1099-NEC Form: A Complete Guide Understanding the 1099-NEC Form: A Complete Guide

If you’re new to being a self-employed taxpayer or you’ve hired an independent contractor for the..
Maximizing Your Learning Potential at Business Events in Douglas County, Nebraska Maximizing Your Learning Potential at Business Events in Douglas County, Nebraska

Discover the educational opportunities at business events in Douglas County, Nebraska and learn how ..
Maximizing Networking Opportunities at Business Events in Douglas County, Nebraska Maximizing Networking Opportunities at Business Events in Douglas County, Nebraska

Discover the best ways to network and make meaningful connections at business events in Douglas..
The Impact of Notable Speakers and Presenters at Business Events in Douglas County, Nebraska The Impact of Notable Speakers and Presenters at Business Events in Douglas County, Nebraska

Discover the importance of notable speakers and presenters at business events in Douglas County,..
Exploring the Diverse Industries of Douglas County, Nebraska Exploring the Diverse Industries of Douglas County, Nebraska

Discover the diverse range of industries that contribute to the thriving economy of Douglas County, ..
The Ultimate Guide to Business Events in Douglas County, Nebraska The Ultimate Guide to Business Events in Douglas County, Nebraska

Learn about the typical duration of business events in Douglas County, Nebraska from an expert in..
AI email generator eliminates email back and forth, letting finance teams answer debtor messages in .. AI email generator eliminates email back and forth, letting finance teams answer debtor messages in ..

Chaser, the global leader in accounts receivable automation, today unveiled its AI email generator, ..