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.

How Does Innocent Spouse Relief Work?

How Does Innocent Spouse Relief Work?

Can you be held responsible for taxes a spouse or recently made ex-spouse failed to declare on your joint tax return? Yes and no. It’s called innocent spouse relief, but there are several hoops to jump through to get it. Innocent spouse relief allows the opportunity...

read more
Your Business Is at Risk of Fraud in 2021

Your Business Is at Risk of Fraud in 2021

Be on the alert: Scams involving employee theft and embezzlement, cyber fraud, vendor payments, and more are on the rise—at a rate of 79% more fraud since May. The Association of Certified Fraud Examiners (ACFE) spent the past year studying how the COVID-19 pandemic...

read more
What’s New from the IRS?

What’s New from the IRS?

The IRS issued several final rules and other tax announcements at the close of 2020. Several may affect your upcoming tax filing, particularly if you’re a business owner. Take a look at the following examples: Charitable Extras If you were a generous giver in 2020,...

read more
PPP Loan Changes and an Intro to PPP2

PPP Loan Changes and an Intro to PPP2

Did you receive a federal Paycheck Protection Program (PPP) loan in 2020? Do you need additional funds in 2021? With the newest COVID-19 relief bill that passed in December 2020 comes some critical changes, whether you’re hoping for new funding in 2021 or figuring out...

read more
Large Gift & Estate Tax Changes in 2021?

Large Gift & Estate Tax Changes in 2021?

The Tax Cuts and Jobs Act (TCJA) temporarily increased the basic exclusion amount of large estate gifts and reduced federal estate tax rates. The moves were made to help high net worth individuals offset estate taxes at the time of death. But what happens now? How...

read more