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.

Partnerships Are a Tricky Business

Partnerships Are a Tricky Business

Small business ownership can be daunting when you’re alone at the top. That’s why many entrepreneurs consider forming their businesses as equal partnerships between two or more owners. However, these business structures can be uniquely affected by relationships,...

read more
When Did Your Employees Last Update Withholding?

When Did Your Employees Last Update Withholding?

Did you or your employees receive a surprising tax bill last year? The new W-4 that was released in December 2019 could be the cause. Additional factors this year could exacerbate the problem. Only about 1 in 4 American taxpayers updated their withholding when the IRS...

read more
Sharing the Love with DAFS

Sharing the Love with DAFS

Donor-Advised Funds (DAFs) have catapulted in popularity. If you’re still unsure what they are but give generously to charitable organizations, it’s time to understand their immense tax-saving potential. The National Philanthropic Trust reported an increase across the...

read more
It’s Time to Tell the IRS About Your Crypto

It’s Time to Tell the IRS About Your Crypto

Cryptocurrency went from being largely unregulated and untaxed to being one of the most closely watched taxable activities practically overnight. Have you dabbled in it? By now, 16% of Americans have invested in, traded, or used cryptocurrency. It was huge in 2021—and...

read more