Accelerate Depreciation and Save Money on Taxes

In this webinar we are joined by Dave Barrett from Cost Segregation, Inc to talk about Cost Segregation studies - What are they? How do they benefit you? When Should you get one? How do you get one?

What is the Augusta Rule and How it Helps Insurance Agents

In this webinar we discuss the Augusta Rule, it's origin, interpretation and how insurance agents can take advantage of it.

How to Manage Your Debt

Thursday, May 26 2022

In this webinar, Alissa Locke discussed all aspects of debt - how people get into it, behaviors that keep you in it and how to get out of it. It was truly remarkable learning about the impact debt has in your life outside of finances. To learn how to take control of your finances, be sure to sign up for her course here.

Employee Retention Credit (ERTC) Updates

Thursday, October 8 2021

In this webinar, we discuss how the ERTC impacts Insurance Agency Owners. Qualifications, tax implications, dates to remember and all the details regarding the ERTC are discussed.

PPP Round 1 Forgiveness and PPP2 Eligibility and Application Process

Tuesday, April 27 2021

In this webinar, we went over the PPP Round 1 forgiveness process, its timeline and latest legislation. We also went over PPP2 - who qualfies, how you qualify, how you apply and what we're doing to help you obtain this loan.

Leveraging Gusto to Boost Employee Retention

Thursday, July 16 2020

In this webinar, we learned about the many tools Gusto has to offer to boost employee retention including the on-boarding tool, custom documents, handbook-creation, anonymous employee surveys and Gusto Wallet

PPP Loan Application Process

Wednesday, May 13 2020

In our second webinar on the COVID-19 legislation, we discuss the Payroll Protection Program (PPP) Loan Application process. This webinar focuses on updates from the SBA and Treasury, Q&A with an executive from Club Capital's banking partner, and how Club Capital will streamline your loan application process.

COVID-19 CARES Act & FFCRA: What Insurance Agents Need to Know

Friday, May 1 2020

In our first webinar of the COVID-19 Webinar Series, we help you navigate the mix of regulations being imposed on businesses, as well as the stimulus options that are available to them. We use this time to answer the following frequently asked questions: What are the regulations? What do you need to do to stay compliant? What stimulus options are available and do I meet the requirements? If so, what do I do from here?

PPP Loan Forgiveness & EIDL

Thursday, April 2 2020

In this webinar, we provide updates on the PPP Loan Forgiveness Guidelines. With PPP loan acceptance and SBA funding becoming more of a reality for our clients, it's important to understand how to use these funds to maximize loan forgiveness, while following the complex forgiveness rules.

COVID-19 CARES Act & FFCRA: What Agents Need to Know

Tuesday, March 31 2020

In our first webinar of the COVID-19 Webinar Series, we help you navigate the mix of regulations being imposed on businesses, as well as the stimulus options that are available to them. We use this time to answer the following frequently asked questions: What are the regulations? What do you need to do to stay compliant? What stimulus options are available and do I meet the requirements? If so, what do I do from here?

PPP Forgiveness & EIDL Updates

Tuesday, March 31 2020

In this webinar, we provide updates of the PPP Loan Forgiveness guidelines, timing, and tax implications. The EIDL was recently re-opened and many agents are exploring the opportunities here - see what our team has to say. What are the regulations? What do you need to do to stay compliant? What stimulus options are available and do I meet the requirements? If so, what do I do from here?

Maximizing PPP Loan Forgiveness: The Next Steps after Loan Approval

Tuesday, March 31 2020

How to appropriately manage, track, and use these funds to maximize loan forgiveness. While the calculation for maximum loan amounts was relatively simple, the forgiveness rules are more complex. Watch this webinar to learn eligibility requirements for loan forgiveness, how to maximize your loan forgiveness amount, and what documentation is required to support your forgiveness request.

Relay Bank and Club Capital

Tuesday, March 31 2020

Relay Bank is a tech-foward banking solution for agents who are looking to streamline their back office. In this we discussed best practices and how to leverage this platform to make banking simple.

Your back office operating system

CFO Services

Should you hire an employee? Should you buy your office building? Should you rent it? As insurance agency owners, these are questions you ask yourself every day, and our CFO Services will help you determine how these decisions will impact your bottom line.

Industry-Specific Tax Services

Club Capital exclusively works with insurance agents. Our team will help you create strategies to lower your tax liability while keeping you compliant with federal, state and local tax codes.

Monthly Accounting

Take away the guesswork and empower your agency with monthly financial reports and quarterly meetings designed with your dedicated account manager to help your agency achieve your goals.

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Accelerate Depreciation and Save Money on Taxes

In this webinar we are joined by Dave Barrett from Cost Segregation, Inc to talk about Cost Segregation studies - What are they? How do they benefit you? When Should you get one? How do you get one?

What is the Augusta Rule and How it Helps Insurance Agents

In this webinar we discuss the Augusta Rule, it's origin, interpretation and how insurance agents can take advantage of it.

How to Manage Your Debt

Thursday, May 26 2022

Employee Retention Credit (ERTC) Updates

Thursday, October 8 2021

In this webinar, we discuss how the ERTC impacts Insurance Agency Owners. Qualifications, tax implications, dates to remember and all the details regarding the ERTC are discussed.

PPP Round 1 Forgiveness and PPP2 Eligibility and Application Process

Tuesday, April 27 2021

In this webinar, we went over the PPP Round 1 forgiveness process, its timeline and latest legislation. We also went over PPP2 - who qualfies, how you qualify, how you apply and what we're doing to help you obtain this loan.

Leveraging Gusto to Boost Employee Retention

Thursday, July 16 2020

In this webinar, we learned about the many tools Gusto has to offer to boost employee retention including the on-boarding tool, custom documents, handbook-creation, anonymous employee surveys and Gusto Wallet

PPP Loan Application Process

Wednesday, May 13 2020

COVID-19 CARES Act & FFCRA: What Insurance Agents Need to Know

Friday, May 1 2020

PPP Loan Forgiveness & EIDL

Thursday, April 2 2020

In this webinar, we provide updates on the PPP Loan Forgiveness Guidelines. With PPP loan acceptance and SBA funding becoming more of a reality for our clients, it's important to understand how to use these funds to maximize loan forgiveness, while following the complex forgiveness rules.

COVID-19 CARES Act & FFCRA: What Agents Need to Know

Tuesday, March 31 2020

PPP Forgiveness & EIDL Updates

Tuesday, March 31 2020

Maximizing PPP Loan Forgiveness: The Next Steps after Loan Approval

Tuesday, March 31 2020

Relay Bank and Club Capital

Tuesday, March 31 2020

Relay Bank is a tech-foward banking solution for agents who are looking to streamline their back office. In this we discussed best practices and how to leverage this platform to make banking simple.

Your back office operating system

CFO Services

Industry-Specific Tax Services

Monthly Accounting

Resources

Industries

Services

Main