Resources

2020 Year-End Tax Planning for Individuals

By BT&Co. | November 17, 2020

As the end of the year approaches, it is important to consider strategies to lower your tax liabilities for 2020. In this video, we'll cover ten strategies that may help in reducing your tax bill.

2020 Year-End Tax Planning for Businesses

By BT&Co. | November 17, 2020

As the end of the year approaches, it is important to consider strategies to lower your tax liabilities for 2020. In this video, we'll cover strategies that may help you reduce taxes on business income.

Pairing a Pour-Over Will With Your Trust

By BT&Co. | October 30, 2020

Does your estate plan include a trust? If so, you should know about an estate planning tool called a Pour-Over Will which helps ensure that all assets are moved into a Trust after an individual's death.

Guidance on PPP Loans of $50,000 or Less

By BT&Co. | October 12, 2020

In October of 2020, the SBA and Treasury released an Interim Final Rule that makes it significantly easier for businesses with Paycheck Protection Program loans of $50,000 or less to receive forgiveness. Watch now to learn the details.

What if Your Customer Files Bankruptcy?

By BT&Co. | September 25, 2020

What if Your Customer Files Bankruptcy?Download our WhitepaperClick below to view our in-depth whitepaper.Let's Talk!You can call us at (785) ...

Donor-Advised Funds: Giving with a Tax Advantage

By BT&Co. | September 9, 2020

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.

2020 Mid-Year Tax Planning Tips

By BT&Co. | August 25, 2020

Although the deadline for filing 2019 taxes may have just passed in July, it's already time to think about your 2020 taxes. By looking at your tax situation now, you’ll be able to better plan and implement strategies to minimize your future tax liabilities.