- Видео 118
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Intrust CPA
Добавлен 19 мар 2020
The Client Organizer - Your Tax Season Super Tool!
Happy 2025 Tax Season!
You have probably already received your Client Organizer in the mail. In this quick video, we have some tips to help make your Organizer as useful as possible, including:
- Signing your engagement letter
- Verifying or updating the information throughout the Organizer, especially your banking information for direct deposit or electronic funds withdrawal
- Using the envelope to gather your documents in one place
- Placing documents behind the Organizer without stapling or paper clipping
- Ways to submit your tax information to us
Here is a quick reference of documents to gather: intrustcpa.us/wp-content/uploads/2025/01/Tax-Documents-to-Submit.pdf
We hope this makes your part...
You have probably already received your Client Organizer in the mail. In this quick video, we have some tips to help make your Organizer as useful as possible, including:
- Signing your engagement letter
- Verifying or updating the information throughout the Organizer, especially your banking information for direct deposit or electronic funds withdrawal
- Using the envelope to gather your documents in one place
- Placing documents behind the Organizer without stapling or paper clipping
- Ways to submit your tax information to us
Here is a quick reference of documents to gather: intrustcpa.us/wp-content/uploads/2025/01/Tax-Documents-to-Submit.pdf
We hope this makes your part...
Просмотров: 64
Видео
Michigan Earned Sick Time Act
Просмотров 39521 день назад
Michigan-based employers, the Michigan Earned Sick Time Act is something to familiarize yourselves with as it will have major tax and budgetary consequences. The Michigan Earned Sick Time Act goes into effect February 21, 2025. It requires businesses to provide paid sick leave to all employees, and applies to even part-time and seasonal employees. Jon goes into some of the tax ramifications and...
End-Of-Year Tax Planning Checklist
Просмотров 70Месяц назад
Today we are covering tax planning items to have in place before the end of the year. We don't have a lot of time, before the end of the year, to do anything major related to taxes, but there is plenty to be considered: - Retirement contributions - Review Estimates - FTE Payments - Charitable giving - RMDs - Roth conversions - Year-end review Michigan business owners, Jon addresses the new paid...
Post-Election Impact on Tax Planning
Просмотров 68Месяц назад
Now that the election is over, and we have the results, we have some idea of the tax policy changes that may occur. Work the plan we have created with you, and continue to stay in touch as more unfolds. For detailed information on the policies President-Elect Trump presented during his campaign, please see the link below: intrustcpa.us/wp-content/uploads/2024/12/CCH-Tax-Briefings-2024-POST-ELEC...
Sunset of the Tax Cuts and Jobs Act
Просмотров 1324 месяца назад
The Tax Cuts and Jobs Act was revolutionary in what it did - spreading out tax brackets, lowering tax rates, and simplifying tax preparation for many. However, many of these tax changes pertaining to individuals sunset at the end of 2025, so tax planning related to this is crucial. This video covers the big changes that will occur if TCJA sunsets without any government intervention: - Itemized ...
Tax Implications of the 2024 Election
Просмотров 1574 месяца назад
Today we break down some of the differences in tax policies and general tax strategy between Harris and Trump. If you are looking for a more detailed non-partisan dive into where the 2024 candidates stand on taxes, check out taxfoundation.org/ You may also download this overview of the 2024 tax policies of the two major presidential candidates here: bit.ly/3Xj2GM1
Welcome to the 2024 Tax Season!
Просмотров 30211 месяцев назад
Welcome to the 2024 tax season! In today's video Jon goes over what to expect this tax season. Compression of the tax season Waiting for the tax code to be finalized Implementing the plans we have already put in place for you We are celebrating our 30th tax year! Thank you for being a part of this legacy! We are grateful for you!
Don't Miss These End of Year Tax Planning Items!
Просмотров 70Год назад
Jon goes through some end-of-year tax planning items in what is a fairly normal year as far as accounting goes. These items include: - Retirement and HSA Contributions - Contributions to your SIMPLE IRA and 401(k) - Follow through on your plan - If you don't have a plan, let's get one together!
What Is The Corporate Transparency Act?
Просмотров 123Год назад
The Corporate Transparency Act mandates that certain information about the owners of a business be provided to the Department of the Treasury's Financial Crimes Enforcement Network (FinCEN.) This anti-money laundering law targets small businesses with less than 20 employees and less than $5 million in annual revenue. If you are a business owner, you're going to want to watch this to stay up to ...
End of Tax Season Update: Tax Day Cometh
Просмотров 170Год назад
As tax season is drawing to a close, Jon gives a few updates: - Be aware that if you do not have your information in before April 3rd there is a high chance we will need to file an extension for you. - What are extensions and do they have a negative impact? Be aware that an extension is an extension to file, not an extension to pay. - Remember that 1st quarter estimates are also due on April 18...
Update: Beginning of Tax Season 2023
Просмотров 182Год назад
Join Jon in our newly remodeled first floor for a beginning of tax season update! Jon gives a few important pointers for turning in your documents as we get into tax season: - Our extended tax season hours: Monday - Friday: 7:30 am - 6 pm Saturday: 9 am - 1 pm - Be sure to send documents securely (not through email or text) He also touches on: - Upcoming deadlines for businesses - Increased aud...
Intrust End of Year Update
Просмотров 1802 года назад
Merry Christmas & Happy Holidays from Intrust CPA! In today's video, Jon Sluis shares some end-of-year reminders and thoughts. Specifically, what to remember before the year ends, student loan updates and some reminders for January 15th. Want to chat or keep up-to-date with us? Facebook: intrustcpa/ LinkedIn: www.linkedin.com/company/intrust-cpa/ View other webinars at: www.intrus...
Winds of Change - Retirement Seminar
Просмотров 332 года назад
Don't be caught unaware by taxes in retirement. Knowing your sources of income, how they will be taxed, and the timing of your income are crucial elements to staying on course with your financial goals in the retirement years. Join us, Wednesday, September 28th at Kirkbride Hall for an evening dedicated to equipping you for retirement from a tax perspective. Doors open at 6pm. Presentation begi...
Inflation Reduction Act
Просмотров 1622 года назад
The Inflation Reduction Act was approved by the Senate on Sunday, August 8th, and passed by the House on Friday, August 12th and will be signed into law this week by President Biden. In this video we tackle the tax ramifications of this bill: • The continuation of clean energy tax credits for homeowners • The continuation of rebates for electric vehicle purchases • Expanded IRS enforcement • Th...
Important 2nd Quarter Reminders
Просмотров 552 года назад
In today's video, we have a couple of reminders for approaching deadlines, including: • 2nd Quarter Estimates • Flow-Through Entity Tax Don't worry, if we haven't talked to you about these items, they don't apply to you, however if you do pay quarterly estimates or the FTE tax, you'll want to pay attention to these dates! Additionally, we need to be thinking about tax planning for next year. We...
Four Common IT Questions with Stan Kirby
Просмотров 852 года назад
Four Common IT Questions with Stan Kirby
New from Intrust CPA: Accounting the Video Game
Просмотров 6492 года назад
New from Intrust CPA: Accounting the Video Game
March Tax Season Update - with Jon Sluis
Просмотров 682 года назад
March Tax Season Update - with Jon Sluis
February Tax Season Update - with Jon Sluis
Просмотров 622 года назад
February Tax Season Update - with Jon Sluis
Business Spotlight: Grocer's Daughter Chocolate
Просмотров 1262 года назад
Business Spotlight: Grocer's Daughter Chocolate
How to Access Your Intrust CPA Portal
Просмотров 2272 года назад
How to Access Your Intrust CPA Portal
Network & Computer Security - How To Protect Yourself
Просмотров 1132 года назад
Network & Computer Security - How To Protect Yourself
Dangerous Encounters: Accountants in the Wild
Просмотров 1383 года назад
Dangerous Encounters: Accountants in the Wild
Wouldn’t you rather not get sick by forcing your sick employees to come into work? Think about the cost of lost productivity if your whole office gets sick!
This is very upsetting. I swear this State hates the very people that provide the 6% sales tax revenue that the State relies on.
goated video
10725 Corbin Loaf
Caitlyn Ports
Ebert Parks
the music playing the background is far too distracting I cannot watch this video
Quigley Hills
69529 Neil Views
Thomas Shirley Davis Timothy Anderson Christopher
Walker Michelle Brown Patricia Hernandez Jennifer
Jones Lisa Allen Jason Young Steven
Williams Mary White Linda Davis Angela
This deserve more likes
Hassan Circle
Hermann Ridge
Brandy Summit
Laverne View
Perez Sharon Harris Brenda Martin Michael
Great explanation on RMM! As an MSP, we rely on robust tools like RMM to keep our clients' systems running smoothly. We've found that integrating these tools with reliable solutions like Thirdlane Multi Tenant PBX helps us deliver even more comprehensive services. It's all about having the right tools in place to maximize efficiency and client satisfaction.
Why do accountants make good lovers? They’re great with figures 😂
Spooky!! 🦇🎃
compTIA, you made this simple to understand, thanks!
Amazing background music, keep puting those !!
Ben Wyatt brought me here <3
Speaking as a software dev who just happens to work for a CPA firm, you can *feel your soul trying to leave your body* whenever accountants try to demonstrate a sense of humor. Happened at one of our Christmas parties with a *slideshow*.
They have lost their minds
Why does an Accountant need credit because he is on the debit.
Damn girl are you a depreciating asset? Because I’d love to adjust your entries
What Accountant who is called A does in nature? A count ants
Okay, how does Accountant spell BOSS? 8055
Thank you for making this video
British accountants call them "arse-ets"!
We are blessed with So much knowledge that our humour is wobbly 💀
Teenage Mutant Ninja Accountants
They'll just pass the tax expenses on to the customers and take more from the employees
This is amazing 😂
Thank you!! :D
Not only are you guys great pros - you have a quirky sense of humor which I love! Kudos to Intrust!
Thank you so much! Glad you enjoyed it!
that was cute; thanks for the laugh
Thanks for watching!!
Great video. Thank you for putting this together.
Glad it was helpful! Thanks for watching!
Ah yes, I love this place!
hello, thank you for the video, would you please tell me which 1099 NEC year should be on the form? i went to the library and picked the 1099 NEC but it had the 2021 year no it. is that ok or i should get the 1099 NEC 2020? thank you
Wow these are some sick tips! My side hustle has been offer up for the last four years and I flip 95% of my inventory locally. I still make four figures a month by going to yard sales around me and selling items without even shipping. I enjoy your side hustle knowledge and was thinking it would be smart to jump on a podcast that I’ve been working on. DM me on Instagram @flipmandan
Is this George Clooney or Stan Kirby? Hard to tell, but it looks like we have a star in the making!