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9655 Penn Avenue South
Minneapolis, MN 55431
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Tax Credit vs Deduction [1:00]
Tired of explaining the difference between a tax credit and a deduction? This enjoyable, light hearted, video clarifies the difference in a very memorable way!
Tax Terms: Effective Tax Rate [2:02]
Lost in the noise of refunds or a tax bill when filing a tax return is the true tax paid by your clients. Understanding how to calculate the effective tax rate based on the amount of tax actually paid, is the starting point for developing tax reduction strategies for all your clients.
Tax-Free Rental Property [1:54]
The opportunities for tax free income are pretty limited. With the advent of easy web-based rental tools, everyone should know about this one!
Tax Terms: Marginal Tax Rate [1:50]
Use this video to help your clients understand what the marginal tax rate is and how they can use it to their advantage.
2018 Tax Highlights [2:53]
Help clients navigate the 2018 individual tax landscape.
The IRS Loves Businesses [1:54]
Too often, businesses make unwitting mistakes that are paid for when the IRS scrutinizes their taxes and business practices. The good news? The IRS is up front with you on what is in their audit focus. Now there is a video that helps you communicate this with your valued small business clients.
Five Yearly Tax Essentials [2:21]
Here's a video your clients should view each year. These 5 topics are sure to catch the unwary taxpayer, but with a quick review it can save both you AND your client time and money.
The New Child Care Tax Credit [2:11]
Help clients learn how the recent changes to the Child Tax Credit affect them with this new firm-branded video.
The New World of Deductions: What Everyone Needs to Know [2:01]
Educate your clients on the new tax legislation changes around itemized deductions with this new firm-branded video.
The Tax Cuts & Jobs Act: What You Need to Do Now [2:15]
Use this video to keep your clients on course to file their 2017 returns and explain the 2018 changes in more depth.
2018 Business Tax Highlights [2:37]
Help clients navigate the 2018 business tax landscape.
How Long Should I Save It? [1:30]
How long do I keep this? This video describes the Federal recordkeeping guidelines.
Make the Most of Your Donations [2:03]
Non-cash donations can really reduce a client's tax obligation, but only if they know the rules.
Proving Your Deductions [1:58]
Helps clients understand what is needed to document and defend their deductions.
Ideas to Audit-Proof Your Tax Return [2:17]
Sometimes the best defense in an audit is knowing how to prepare. Here are some great client ideas.
(FREE Bonus Video) Life Events: Marriage [0:49]
Help clients understand the tax impacts of getting married.
(FREE Bonus Video) Life Events: New Birth [0:49]
Help clients understand the tax impacts of having a baby.
(FREE Bonus Video) Life Events: Divorce [0:49]
Help clients understand the tax impacts of divorce.
2018 Tax Highlights [2:53]
Help clients navigate the 2018 individual tax landscape.
Five Great Tax Secrets [2:58]
Clients overlook tax deductions. Here are five things every client should know.
The Top 4 Reasons You Need Help [0:47]
A fun way to reinforce the complexity of tax filing without professional help.
What All Great Businesses have in Common [0:36]
Your accounting and tax services!
Life Events Matter...to the Taxman! [0:34]
An eye-opening example illustrates the unexpected consequences of not talking to you.
The IRS is Knocking [0:44]
Correspondence audits put clients in a tizzy. Prepare them for who to call when this happens.
Five Retirement Mistakes [0:36]
Reinforces your services as an integral part of any sound retirement planning.
Illegal Income Becomes Taxable [0:34]
This change in the tax code cast a large net.
The Birth of Income Tax [0:34]
You'll never guess who created the U.S. Federal income tax.
Look Back: The 1913 Tax Return [0:34]
Wow! This is what they used to pay.
The Highest Tax Rate Ever! [0:34]
Think it is bad now? Check this out.
Guess Who Promoted Filing Taxes? [0:34]
This famous character made tax filing popular.
The Initial Tax Rates [0:30]
Wonder what initial federal tax rates were? Maybe not, but for the curious...
A New Birth [0:39]
A bundle of joy. A bundle of tax changes.
Getting Divorced [0:41]
All assets are not created equal.
Retirement [0:44]
Tax efficiency is the key.
Going to College [0:39]
Wow. How to plan with so many tax saving options.
A Death in the Family [0:39]
They need your help during this tough time.
Your Home [0:39]
This asset is filled with tax implications.
Why do you need a Tax Professional? [0:40]
Only the naive wander through the tax code without help. You are a solution that can make a true difference.
Marriage [0:39]
The wedding day creates a new world of taxes. You may need help.