Avoid costly mistakes with this checklist of things you need to consider before registering your new insurance agency.

Club Capital is the largest accounting and advisory firm for insurance agency owners in the country. For our clients, that means working with dedicated account managers who have extensive...

Most insurance agency owners start out as either an LLC or a sole proprietor. One of the most common questions we receive from insurance agency owners is when they should incorporate the...

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,...