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.

Clarity on Charitable Donations

Clarity on Charitable Donations

This year is unlike any other. That truth is clear when it comes to charitable contributions. Several relief measures and new tax rulings may affect your usual giving plan, for better or for worse. If you’re a business owner, even more opportunities abound. It’s worth...

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2020 Audit Triggers

2020 Audit Triggers

For business owners who received a federal Paycheck Protection Program (PPP) loan this spring and misused it, the time of reckoning has come. More than a dozen criminal cases have been filed across 11 states involving PPP loan misuse. These first cases involve...

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Audit Trigger 2020

Audit Trigger 2020

After a brief break during the height of the spring shutdown, the IRS is back at it, auditing certain taxpayers. Your financial situation has likely gone through some unexpected bumps in 2020, which means your taxes could be more complicated than ever for the coming...

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Exit Planning Exchange: Third Annual Summit

Exit Planning Exchange: Third Annual Summit

Event date: Oct 5-7, 2020 Our 3rd Annual Exit Planning Exchange seminar was a huge success. This 3-day, all-virtual event engaged more than 100 attendees from cities around the U.S. and featured expert speakers and panelists who shared essential tips including:...

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Paying for the New Norm

Paying for the New Norm

The construction industry has changed dramatically this year. The volatility in the market, supply chain disruptions, delays and pivots, relief loans, and the cost of new safety requirements will result in a bookkeeping challenge beyond anything you’ve seen before....

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