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Benefits of Hiring an Outsourced CFO GreerWalker

The Benefits of Hiring an Outsourced CFO

Authored By GreerWalker

When it comes to running any organization, proper financial management is critical. One of the most important decisions you’ll make is if and when to hire a Chief Financial Officer. While many organizations may not be ready for a full-time CFO, they may significantly benefit from hiring an outsourced CFO.

Protecting Wealth With a Life Insurance Trust

Protecting Wealth With a Life Insurance Trust

Authored By GreerWalker

A life insurance trust is an estate planning tool for maximizing the value of an estate passed to one’s heirs. Learn how a life insurance trust works and how it may help you protect wealth.

Valuing Your Business

Valuing Your Business

Authored By GreerWalker

A business valuation helps to determine the fair market value of a company and may be needed for a variety of reasons such as buying or selling a business, transferring equity, developing an estate plan or purchasing insurance. In this video, we’ll cover why you might need a valuation and the common methodologies used to determine value.

Leveraging A Spousal Lifetime Access Trust

Leveraging a Spousal Lifetime Access Trust

Authored By GreerWalker

The lifetime gift tax exemption is at an all-time high of $11.7 million per individual and $23.4 million per couple but may be reduced in the near future by potential legislation. This video provides an overview of the Spousal Lifetime Access Trust and how it can help couples maximize their lifetime gift tax exemption.

House Ways and Means Committee tax Changes

House Ways and Means Committee Proposed Tax Changes

Authored By GreerWalker

The House of Representatives Ways and Means Committee recently released draft legislation that would increase taxes to help pay for the proposed $3.5 trillion spending package. In this video, we briefly cover some of the more important proposed tax changes.

Form 1099-NEC

What You Need To Know About Form 1099-NEC

Authored By GreerWalker

In 2020, the IRS introduced Form 1099-NEC for reporting nonemployee compensation. Learn about Form 1099-NEC and how it differs from Form 1099-MISC.

Donor Advised Fund - GreerWalker Business Advisors

Donor-Advised Funds: Giving with a Tax Advantage

Authored By GreerWalker

If you donate to charitable organizations, you might want to consider establishing a donor-advised fund. A donor-advised fund is a charitable tax-saving tool that enables you to maintain a certain level of control over how funds are distributed while receiving immediate tax benefits.

Scenario Planning

Scenario Planning

Authored By GreerWalker

What if your organization was already prepared to respond to the challenges brought about by COVID-19? Scenario planning is a savvy management tool that helps organizations deal with the uncertain world in which we live.

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Succession Planning for Business Owners

Authored By GreerWalker

Succession planning is essential for business owners to ensure that their business will survive, if not thrive, through a transition of leadership. In this video, we’ll cover why you need a plan and key components of a plan.

Equity Crowdfunding

All About Equity Crowdfunding

Authored By GreerWalker

Crowdfunding has become a relatively new way for businesses to raise capital. In this short video, you’ll learn how businesses are leveraging equity crowdfunding to raise capital from both accredited and non-accredited investors.

Contingency Planning for Business Owners

Contingency Planning for Business Owners

Authored By GreerWalker

All businesses face a variety of risks, which is why it’s important to have contingency plans in place to deal with unexpected events. In this video, you will learn 5 important steps to contingency planning for your business.

Internal Controls to Prevent Fraud

Top 7 Internal Controls to Prevent Fraud

Authored By GreerWalker

All companies are susceptible to and will likely experience fraud at some point. In this video, you will learn about simple and easy to implement controls and processes.

LLC vs S Corp

LLC vs S-Corp: What’s the Difference?

Authored By GreerWalker

If you’re starting or have already started your own business, you’ve probably heard about the advantages of incorporation. You’ll learn the differences between an LLC and S-Corp, and how both can be used together. We’ll also cover the benefits and tax implications of each.

Estate Planning Strategy

Strategies for Estate Planning

Authored By GreerWalker

With recent tax changes, it is important to make sure that you are making good choices as it relates to your Estate Plan. The Internal Revenue Service recently increased the estate tax exclusion. While this can be a big benefit, it’s important to have strategies in place to ensure you are protecting your assets.

Safe Harbor 401(k) Plan

Safe Harbor 401(k) Plans

Authored By GreerWalker

Safe Harbor 401(k) plans are the most popular type of 401(k) used by small businesses today. Here’s a great 3 minute video you don’t want to miss.

Opportunity Zones

All About Opportunity Zones

Authored By GreerWalker

Expecting a Capital Gain? You may be able to receive significant tax incentives for investing in an Opportunity Zone Fund. Here’s a great 2 minute video to find out more.

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Cash Balance Retirement Plans

Authored By GreerWalker

Cash Balance Retirement Plans are growing in popularity due to their high contribution limits and tax saving benefits. Here’s a great 2 minute video to find out more.

Set Up a Trust

The Why and How of Setting Up a Trust

Authored By GreerWalker

There are many different options to provide for your loved ones and a trust may be the best option. Watch now to learn about each type of trust and the benefits they offer.

401(k) vs IRA Retirement Savings

Retirement Savings: 401(k) vs IRA

Authored By GreerWalker

There are key financial and tax advantages for both a 401(k) and an IRA, but you may not be maximizing the advantages of both. Watch Now to learn how you can optimize your savings for retirement.