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.

Mardi Gras Party

Mardi Gras Party

Grabbed a moment to toast our Mardi Gras king! We may not have made it to the Big Easy, but we got our happy hour...

read more
Sharing the Love with DAFS

Sharing the Love with DAFS

Donor-Advised Funds (DAFs) have catapulted in popularity. If you’re still unsure what they are but give generously to charitable organizations, it’s time to understand their immense tax-saving potential. The National Philanthropic Trust reported an increase across the...

read more
New Rules of Construction Accounting

New Rules of Construction Accounting

    If you’re a reputable construction contractor, there’s no doubt you’re precise with measurements, equipment, project timelines and other aspects of the business. But bookkeeping? Accounting? Tax strategies? Those areas aren’t likely in your...

read more