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65% rise in Self Assessment payments via the HMRC app
Almost 340,000 Self Assessment filers have already paid their tax bill using the HMRC app. It is..
Volunteering: is the word just a massive turn-off
Let’s be honest. The word volunteering has a bit of an image problem. Mention it and be prepared to ..
Deloitte’s CFO Survey: UK finance leaders upbeat on tech investment & potential for AI for year ahead
UK CFOs upbeat on tech investment and potential for AI to boost productivity for year ahead More..
2026 Tax Brackets: Here's How You Should Start Planning NOW
In this video, Toby Mathis breaks down the 2026 federal tax brackets and explains how inflation..
Joint and Reciprocal Wills in Indiana
Marriage introduces not only emotional partnership but also a shared responsibility for long-term..
Trusts & Taxes: What You Need To Know
People often come to us curious — or confused — about the role trusts play in saving on taxes.There ..
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..
Estate taxes explained quick and dirty.
Estate taxes explained quick and dirty.We do estate planning. We do probate. And we do it well. Our ..
Unpopular Opinions From an Estate Planning Attorney #217: Zero Tax Isn’t the Goal
Unpopular Opinions From an Estate Planning Attorney #217: Zero Tax Isn’t the Goal🔥 Looking for..
401k is a TRAP‼️#shorts #taxes #investing #tax #entrepreneur #money #taxplanning #smallbusiness
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
In this video, we explain the clear difference between Tax Planning, Tax Avoidance, and Tax Evasion ..
2025 in review: Probate and tax changes affecting estate administration
Throughout 2025, there were several legal and tax developments that will impact the Wills and..
Tax Savvy Estate Planning
Welcome to the recorded session of Jensen Estate Law's February 2024 webinar, Tax Savvy Estate..
How Your TAXES Will CHANGE IN 2026 (Save THOUSANDS & Avoid Costly Mistakes)
In this video, Toby Mathis breaks down the biggest 2026 tax law changes and explains how smart..
Healthcare POA, HIPAA, and Incapacity in Your Indiana Estate Plan
Preparing for the possibility of losing the ability to speak for oneself is an essential part of..
Disconnected systems are burning out your accounting team – Here’s how to make tech a selling point instead of a detractor
As a firm leader, you’re well aware of the ongoing talent shortage in the accounting industry. It’s ..
It’s Time for an Annual Estate Plan Review
As the close of the year approaches, many individuals take time to reflect on their personal and..
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 ..
Roth Conversions in the 22% and 24% Tax Brackets - Is It Worth It?
Are Roth conversions only worth it in the 10% or 12% tax bracket? Not always. In this episode of..
Basic Steps Of Estate Planning | Wills, Probate Taxes and Powers of Attorney.
This episode dives into the side of personal finance most people avoid but absolutely need to..
Do Trusts Avoid Estate Taxes?
Hear from ELG Estate Planning founder and top Estate Planning Attorney Lynn St. Louis as she talks..
How Do Tax Law Changes Affect My Estate Plan?
Navigating the complexities of estate planning can be challenging, especially with evolving tax..
AccountsIQ expands workforce 38% amid rising need for agile finance transformation
“Finance leaders are under pressure to act quickly but that can lead to choosing the wrong..
Estate Planning 101 in under 60 seconds.
Estate Planning 101 in under 60 seconds.🔥 Looking for estate planning help? We're pros at it and..
IRIS Software Group launches AI-powered tax anomaly detection tool built on Microsoft Foundry
New tool, which will be integrated into IRIS Elements and IRIS Accounting Suite for all customers,..
Two major shifts at the same time: MTD ITSA and Companies House Reform
Two major shifts landing at the same time – and how firms can stay in control MTD ITSA: the..
🎙️ Sponsored Episode: How Doctors Can Legally Cut Taxes: Smart Tax Planning with DocWealth
📄 If you're a physician looking to keep more of what you earn, this episode is packed with..
3 minutes with Mike Roe
In this interview with Mike Roe, we explore the lessons and leadership insights that shaped his..
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 ..
Contingency Planning in Your Indiana Estate Plan
The ability to decide who will receive your estate assets after you are gone is one of the most..
What the New Companies House Identity Verification Regime Means for Your Practice
Under the Economic Crime and Corporate Transparency Act 2023 (ECCTA), Companies House is in..
Give Me 8min and I’ll Save You 50k in Tax
🔥 Want to become Jasmine's client? Tax Planning & Returns, Accounting, and IRS Tax Resolution: 🔥..
Karbon Launches Smart Tax Organizers and Binders Powered by StanfordTax to Streamline Tax Season
The new AI-powered organizers, automated document assembly, and dynamic binders give tax firms one..
ACCA names key five principles for public sector finance professionals to lead with purpose
In a challenging environment the public sector accountants need strong vision to build optimism..
What Tax Law Revisions Impact My Estate Planning?
Considering your estate planning in light of recent tax law changes? This video breaks down how new ..
Trusts and Today's Estate Tax: Why Many Federal Employees May Need to Revisit Old Plans
Many federal employees set up trusts years ago to avoid estate taxes — but 2025’s higher exemption..
Optimizing Liquidity & Capital Structure | vcfo
Assessing & Optimizing Your Liquidity & Capital Structure The strength of your company’s liquidity..
CFO Insights – Austin – Sep 2025 | vcfo
This article was co-authored by Donna Zinsmeyer and Deborah Doherty. Behind the Numbers: CFO..
Serving as Executor in Indiana? How to Avoid Common Mistakes
Being appointed as the Executor of a loved one’s estate is both a privilege and a serious legal..
Estate Planning for High-Net-Worth Families: Beyond the Basics with Brown & Streza
Estate Planning for High-Net-Worth Families: Beyond the Basics with Michael Offenheiser, Partner,..
