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.
If you own a family business that’s been growing or seems poised for growth, you’re not alone. You’re also not alone if you feel more worried or concerned than ever, even while your revenue and headcount trend upward. For a small business owner, it comes with the...
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The Employee Retention Credit (ERC) was a lifeline for businesses during the COVID-19 pandemic, but things went south due to widespread fraud and abuse. If you’re still waiting for an ERC credit or are now questioning your eligibility, here’s what you should know. The...
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Sometimes we lose, sometimes we win, and most of us experience both in the same year if our financial portfolios are diverse enough. Tax loss harvesting can be a useful tax tool in these situations. Tax loss harvesting involves selling an investment that has lost...
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