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.

IRS Intends to Be More User-Friendly by 2024

IRS Intends to Be More User-Friendly by 2024

The IRS recently updated the public on how it’s been spending its cash infusion, including new online accounts and mobile-friendly forms. It also announced an end to surprise visits from tax collectors. “We’ve started transforming IRS operations,” IRS Commissioner...

read more
Study Reveals Who’s Most Likely to Cut Out Heirs

Study Reveals Who’s Most Likely to Cut Out Heirs

Who would have predicted this plotline: Agreeable and extroverted individuals are more likely to distribute wealth to their children unequally, while more calculating introverts appear likelier to divide their estate evenly among multiple heirs. Consultant Matthew...

read more
You Can’t Beat the IRS with a Dead Horse

You Can’t Beat the IRS with a Dead Horse

Some people seem to think the IRS will overlook just about anything. But a dead horse? That’s hard to miss. When a California-based horse enthusiast and IT business owner’s last horse died in 2008, being horseless didn’t stop her from continuing to claim business...

read more
Overestimating Your Retirement Savings?

Overestimating Your Retirement Savings?

A recent study shows 28% of U.S. households think they’re on track for retirement but are actually at risk of falling short. Extremely surprising: High-income households are most likely to fall into this trap. The Center for Retirement Research at Boston College led...

read more