Video Library

Video Updates & Insights

Tax planning updates, legislative breakdowns, and educational content from the Intrust CPA team.

How to Retrieve Your IP PIN

Need to retrieve your IRS IP PIN but not sure where to start? We walk you through the exact steps to recover an existing IP PIN using the official IRS retrieval page and ID.me verification.

Wrapping Up 2025 – End of Year Items

As we close out 2025, we highlight exciting firm news — including our acquisition of WB CPA Group — along with key year-end tax reminders and recent tax law changes.

FAFSA Success: How to Maximize Your Financial Aid

The FAFSA isn't just a form — it's part of your family's financial strategy. Learn how to plan before you apply, think multi-generationally, and fill it out every year.

OBBBA Impact: SALT Deduction

Discover how the One Big Beautiful Bill Act (OBBBA) transforms the landscape of state and local tax (SALT) deductions and what it means for high-income earners.

OBBBA Impact: Social Security & Taxes

We break down the new Senior Deduction introduced by the OBBBA — how it reduces federal taxes on Social Security benefits for seniors, who qualifies, and how to plan around income limits.

OBBBA Impact: No Tax on Overtime & Tips

The OBBBA introduces new tax deductions for qualified overtime and tips from January 1, 2025, through December 31, 2028. We explain who qualifies and what the parameters are.

OBBBA Impact: Tax Rate Solidification

We unpack the solidification of federal income tax rates under the OBBBA — permanent rate reductions, increased standard deduction, simplified filing, and long-term stability.

Lunch & Learn: Earned Sick Time Act with Lindsay Raymond

Guest speaker Lindsay Raymond of DAR Law breaks down Michigan's new Earned Sick Time Act (ESTA) — what it means for your business and how to implement the necessary policies.

Introducing: The One Big Beautiful Bill Act

Jon gives a brief overview of the major changes in the OBBBA — covering tax rates, tips & overtime, Social Security, SALT, the estate tax threshold, QBI deduction, and more.

Michigan Earned Sick Time Act

Michigan-based employers: the Michigan Earned Sick Time Act goes into effect February 21, 2025, and requires businesses to provide paid sick leave to all employees — including part-time and seasonal workers.

Post-Election Impact on Tax Planning

Now that the election is over and we have the results, we have some idea of the tax policy changes that may occur. Work the plan we've created with you and stay in touch as more unfolds.

Sunset of the Tax Cuts and Jobs Act

Many TCJA provisions affecting individuals are set to sunset at the end of 2025. This video covers the big changes that will occur without government intervention — and how to be proactive.

Tax Implications of the 2024 Election

We break down the differences in tax policies and general tax strategy between the two major 2024 candidates, so you can understand what the election results mean for your planning.

Intrust End of Year Update (12/28)

Merry Christmas & Happy Holidays from Intrust CPA! Jon Sluis shares end-of-year reminders, student loan updates, and some reminders for January 15th.

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