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Tax

2020 Tax Refund Delayed: What to Do if You’re Still Waiting on Your Tax Refund
By Club Capital on January 11, 2022

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.

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Tax

An Agents Guide to Employee Retention Tax Credits
By Micah Cannon on November 18, 2021

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...

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Business Tax Records and Receipts - How Long Insurance Agents Should Keep Them
By Micah Cannon on August 23, 2021

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,...

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Financials

9 Financial Metrics to Run Your Insurance Agency
By Micah Cannon on July 29, 2021

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.

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Top 5 Club Capital Podcasts for New Insurance Agents
By Bradley Hamner on June 22, 2021

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....

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COVID

3 Takeaways for Agents on the New Financial Relief Package
By Micah Cannon on December 22, 2020

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...

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Making Sense of Trump's Payroll Tax Deferral
By Micah Cannon on August 21, 2020

You may be wondering how this latest executive order from President Trump will effect your agency or your team. What do you need to do to provide this to your team members? Can you set this...

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Club Capital is named one of the 2020 Best Firms for Technology by Accounting Today
By Club Capital on June 10, 2020

We are excited to announce that Club Capital has been named one of the 2020 Best Firms for Technology by Accounting Today!

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Huge Update on PPP Loan Forgiveness!
By Club Capital on June 4, 2020

Legislation passed Wednesday, April 3rd, significantly increases the likeliness of full loan forgiveness for many small business owners. Read on to find out the latest updates on PPP...

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