Club Capital Blog (8)

Case Study

Our goal was for Chris to spend less time on accounting and more time doing the work he loves.

Tax

If you’re an insurance agent, you know the feeling of wearing multiple hats at the office. You’re in charge of all facets of the business as the CEO, COO, VP of Sales, and, yes, even the...

Tax

If you’re looking to purchase a new car you may be wondering what the tax benefits and disadvantages are between buying and leasing a car. There are several factors you should consider in...

Tax

If you are still waiting on your 2020 tax refund, you are not alone. The IRS announced on December 23, 2021, that over 6 million individual returns have not been processed.

Tax

Employee retention credits are being extended through Q4 2021 and Club Capital is finding that more than 95% of Agents that opened their Agency after February 15, 2020 qualify for these...

How long should you keep business receipts and tax records for? Can you throw out receipts as soon as you've filed taxes? What's a reasonable amount of time to keep them? In this guide,...

Financials

When running an insurance agency, you can’t rely on your gut instinct all the time. You should be objective and disciplined when determining the financial health of your agency.

As a new insurance agent, you have a million things to think about! We wanted to summarize some of our most popular podcasts with new agents to equip and encourage you in your business....

COVID

Nearly nine months has passed since the CARES Act brought relief to individuals and businesses across the country. From stimulus checks to small business financial aid, the CARES Act has...