Whether your business is law, construction, manufacturing, retail, or government contracting, and you require exit planning, asset protection, or a tax planning solution, our business has been "solving clients' problems" since 1977.

Employee Theft Could End Your Business

Employee Theft Could End Your Business

Fraud is all around us these days, but it’s not just strangers who find us vulnerable. Your own employees could be stealing from you. The problem can be especially devastating for small business owners, who surprisingly tend to lose the most. ...

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Tom Petty’s Estate Is Free Fallin’

Tom Petty’s Estate Is Free Fallin’

There’s no doubt the late, great rock star Tom Petty thought he had his legacy all wrapped up in a neat package before he passed away. Like too many before him, he was wrong.  Unlike Aretha Franklin, Prince, and so many other rock-and-roll legends who died with...

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Work During Vacation Could Pay Off

Work During Vacation Could Pay Off

Mixing business with pleasure while traveling this summer? Some of it might be tax deductible, but the rules are tricky. Your ability to deduct travel expenses depends on these six factors: Where you go. The IRS treats deductible travel expenses within the U.S....

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Passing Down Your Family Business

Passing Down Your Family Business

If it’s the latter, emotions can further complicate matters. Family business owners are often caught without a safety net when the sons or daughters they always envisioned running the business one day are either unwilling or unable to do so. Click To...

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Surprising Taxes On Alernative Investments

Surprising Taxes On Alernative Investments

As your net worth grows, your financial advisor may suggest diversifying your portfolio with alternative investments. These assets can include gold and real estate. Cryptocurrencies are another emerging investment area. The amount you invest and how you invest in...

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