our most recent webinar
Listen now on demand
Empowered Planning: Preparing for Your Year Ahead
​​​​​ A panel discussion focused around all things year-end planning — providing the latest updates in the Build Back Better Act, tools for building efficiency in your cashflow strategy, and tactics to build a strategic workforce.



More Than a Year Into the Pandemic...

2021 is shaping up to be another interesting and historic year with a slew of impactful federal and state legislative action, requirements, and guidelines. It’s a lot to navigate, but we’re reassured knowing that better days are ahead. Now is the best time to plan for your future.

As we all experience a business-not-as-usual landscape, we can help you adjust, adapt, focus, and take the long view in achieving your personal and professional goals. From tax strategies and estate planning and valuation to charitable giving guidance, PPP loan forgiveness application insight and assistance, and human resources and technology solutions, our team has you covered. You’ll be empowered to pursue your purpose, throughout this year and beyond.

Now is the best time to plan for your future.


Past Webinars

Empowered Planning: Preparing for Your Year Ahead
With inflation dominating conversations, employers dealing with labor shortages and supply chain issues, and evolving legislative action that includes myriad implications for businesses and families, this is a year-end like no other. Listen now on demand for year-end planning and positioning strategies you and your business can benefit from in the coming year – and beyond.
Cybersecurity at a Crossroads
For many organizations, implementing foundational requirements like multi-factor authentication and performing cybersecurity assessments will make an impact, but that may not be enough. Did you know that every four years an organization can expect to get hit with a cyber incident? Now available on demand, this panel discussion helps users to evaluate the road ahead.
Empowered Planning: Your Personal Financial Strategy
Your Personal Financial Strategy provides insight and real-time examples of individuals seeking to build and maintain a strong financial foundation during these changing economic times, particularly as tax laws are expected to evolve under a new administration. Our Empowered Planning series of webinars is focused on planning ideas to help you move forward confidently.
Empowered Planning: Your Business Transition Part 1 & 2
Your Business Transition provides business owners with steps and readiness assessments. The decision to sell your business is a big one, and you’re far from alone if you’re thinking about making this kind of transition. Listen to the on demand webinar below if you are among the family-owned or closely held businesses considering selling.


Additional resources

Download Your Roadmap to the Employee Retention Credit (ERC)
The ERC assists employers in retaining and compensating employees during the pandemic. The latest coronavirus relief aid extends the credit to Dec. 31, 2021 and expands eligibility.

Many employers did not originally qualify for the Employee Retention Credit because of a PPP loan – now is the time to revisit the opportunity.
Download Your Essential Estate Planning Guide
In this guide, you’ll learn why it’s a good time to review and update your estate plan — or create one if you haven’t yet taken that step — and you’ll also gain an understanding of potential strategies that could help maximize your financial situation.

Download this guide now.
5 Steps Toward Empowering Your Operations Today
As the dust continues to settle and a business not-as-usual landscape emerges, you may wonder how best to proceed — how to keep going and find ways to not just survive but thrive.

Download this checklist that that covers ways to assess the current state of your operations, ideas for efficiency and growth, and much more.
5 Ways to Start Empowering Your Planning Today
There's no shortage of critical areas for businesses to navigate. The good news: opportunities exist to help you move forward confidently.

Download this checklist that outlines next steps to consider and provides essential tools and resources for you and your business.
Tax credits and guidance for manufacturers
Tax credits are available to benefit your manufacturing business. This infographic provides details on the Research and Development (R&D) Tax Credit and the Employee Retention Credit (ERC). You’ll also learn about Michigan use tax audits, which have been a focus of the Michigan Department of Treasury in recent time.
Here’s a breakdown of credits to consider.

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