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.

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...

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How Employee Theft Could Destroy Your Business

How Employee Theft Could Destroy Your Business

If you’re a business owner, you may feel that you’ve built up a sixth sense when it comes to choosing the right business partners and customers. Fraud is all around us these days, after all, and it’s important to know who to trust. But it’s not just strangers who find...

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It Can Take 10 Years To Retire Right, And Here’s Why

It Can Take 10 Years To Retire Right, And Here’s Why

Meet Ted. Ted is a C Corp owner who is ready to retire by selling his $1 million worth of stock in the business. Not a bad retirement, right? Let’s take a closer look. The long-term capital gains tax for Ted is $240,000. And the buyer? His tax bill is even worse....

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Joe Biden’s Bold Tax Loophole

Joe Biden’s Bold Tax Loophole

In case you missed it, presidential candidate and former Vice President Joe Biden released his tax returns this summer. He makes a lot, but that’s not what has business owners and accountants talking. Biden and his wife Jill made $15.6 million in 2017 and 2018,...

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