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.

Charity in 2020: A Tax Guide

Charity in 2020: A Tax Guide

This year is unlike any other. That truth is clear when it comes to charitable contributions. Several relief measures and new tax rulings may affect your usual giving plan, for better or for worse. If you’re a business owner, even more opportunities abound. It’s worth...

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A Reminder to “Log” Travel Expenses

A Reminder to “Log” Travel Expenses

As business travel picks back up, a court ruling within the past 12 months brings to light the importance of maintaining records for travel-related tax deductions. The case involves a timberland owner who barely escaped IRS fines after his travel logs were stolen. As...

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Did You Request IRS Penalty Relief Due to COVID?

Did You Request IRS Penalty Relief Due to COVID?

The September 15 tax deadline has come and gone, but many had trouble getting their taxes filed and paid on time. The IRS offers relief, but even some who followed the rules will still receive penalties. The mid-September milestone included several tax deadlines for...

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Exit Planning Exchange: Third Annual Summit

Exit Planning Exchange: Third Annual Summit

Event date: Oct 5-7, 2020 Our 3rd Annual Exit Planning Exchange seminar was a huge success. This 3-day, all-virtual event engaged more than 100 attendees from cities around the U.S. and featured expert speakers and panelists who shared essential tips including:...

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Paying for the New Norm

Paying for the New Norm

The construction industry has changed dramatically this year. The volatility in the market, supply chain disruptions, delays and pivots, relief loans, and the cost of new safety requirements will result in a bookkeeping challenge beyond anything you’ve seen before....

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