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White Paper
Thursday, September 19, 2024
Cost Segregation Authority
Unlock the Power of Cost Segregation: A Must-Read Guide for Accounting Professionals
Many misconceptions cloud the understanding of this strategy, causing investors to miss valuable opportunities. Here, we aim to demystify cost segregation, clarifying its applicability and highlighting its benefits for a diverse range of properties.
On-Demand Webinar
Monday, September 16, 2024
Cost Segregation Authority
Tax Strategy Guide for Advanced Cost Segregation Benefits, 45L Energy Credits, and 179D Deductions
Watch this on-demand webinar with Erik Oliver, VP of Channel Partnerships at Cost Segregation Authority, to navigate the complexities of tax legislation and unlock new avenues for investment.
Infographic
Wednesday, July 3, 2024
Intuit for Retirement
Your Business Needs an Exit Strategy. Here are 4 Things to Consider
Creating a succession plan can be confusing, complex, and emotional as you consider leaving behind the business you’ve worked hard to create. Nonetheless, creating a succession plan or exit strategy is vital for you, your team, and your clients.
Guide
Thursday, June 20, 2024
Westwood Wealth Management
The Ultimate Estate Planning Review Checklist
Help your client plan for their future transfer of wealth to the next generation.
Infographic
Friday, June 23, 2023
CAF America
The CAF American Donor Fund: A Brief Overview
The CAF American Donor Fund is a dual registered donor advised fund that allows clients to make donations to charities worldwide and receive tax relief in the US and UK. Download this free guide to learn more.
Guide
Tuesday, May 2, 2023
Ubiquity Retirement
9 Easy Ways to Encourage High Participation Rates in Your Small Business 401(k) Plan
Discover how small business owners can encourage high participation in their 401(k) plans.
Guide
Wednesday, June 22, 2022
Ubiquity Retirement