7/19/2021 A fresh look at CRTs, CRATs and CRUTs https://www.ubt.com/learning-center/blogs/fresh-look-crts-crats-and-cruts With charitable remainder trust, or CRT, you can give to a charity close to you while improving cash flow and minimizing taxes. Let's take a look. Read More PersonalEstate PlanningEstate AdministrationEstate ManagementEstate Planning
1/27/2025 COBRA: More than a right, it’s a requirement https://www.ubt.com/learning-center/blogs/cobra-more-right-its-requirement The IRS estimates that approximately 90% of employer-administered COBRA plan aren’t compliant with federal law. That’s where Omnify comes in. Read More PersonalOmnifySmall Business
3/25/2026 Traditional vs. Roth 401(k): A simple guide https://www.ubt.com/learning-center/blogs/traditional-vs-roth-401k-simple-guide UBT's experts break down the pros and cons of Roth vs Traditional 401(k)s Read More PersonalRetirementRetirement
6/25/2025 How do loans work? https://www.ubt.com/learning-center/blogs/how-do-loans-work Loans help fund life's big moments, like buying a car or paying for college. Learn how loans work, their costs, and how to manage them. Read More PersonalManaging Your MoneyLoansPersonal LoansBanking 101
1/29/2019 Protect Your Data, Protect Your Business https://www.ubt.com/learning-center/blogs/protect-your-data-protect-your-business Educate all of your staff on best practices for fraud prevention. It takes an entire company working together to ensure that your data is kept safe. Read More BusinessFraud PreventionFraud