our next webinar
Thurs, 7/22/2021 @ 1PM-2PM EST
Empowered Planning: Your Quarterly Update
Join us to discuss planning opportunities, legislative updates and strategies to consider.
 

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: Your Quarterly Update
More than a year into the pandemic, 2021 is shaping up to be another interesting and historic year. In this webinar we covered timely tax strategies and effective cashflow management, as well as proactive workforce and workplace planning ideas. You’ll also learn what’s expected in the coming weeks and months, so you and your business can prepare for the next chapter.
Empowered Planning: Your Operations
You’ve made it to what feels like the other side. 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. Now available on demand, this webinar provides insight and real-time examples of businesses like yours finding success in their “new normal” operations.
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.

Additional resources

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.
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.
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.
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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