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.
Every small business owner must make an exit at some point. It’s an inevitable fact. In many of these cases, it involves selling the business, whether it’s to a new buyer, employees, the next generation of family, or some combination of these. What’s the best time to...
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A small business merger can increase the market and financial power of everyone involved, but it takes strategic foresight for such a move to be successful. Taxes are a significant consideration during the planning process because they can financially impact the...
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We know charitable giving is on your mind. We love that about you! Make the most of it this season and all year long with our charitable contribution tips. Total giving among Americans is higher than it has ever been. But, when adjusted for inflation, those dollars...
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We don’t usually talk about ourselves on this blog, but it’s been a fantastic year, thanks to our employees and clients. We just had to share our gratitude and tie it back to what it means for you: We all thrive together. Here are some top reasons we can’t wait to...
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With Donald Trump’s return to the White House and Republicans gaining control of Congress, significant tax cuts and economic changes appear to be on the horizon for 2025. Let’s look at what we might expect based on Trump’s campaign promises and expert analysis. Tax...
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