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.

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Inflation and Your Small Business

Inflation and Your Small Business

The U.S. Chamber of Commerce reports that one in three small business owners consider inflation their top concern right now. Inflation worries have driven small business optimism about the...

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Business Structure Myths Vs. Facts

Business Structure Myths Vs. Facts

Whether you’re new to entrepreneurship or you’ve been in business for years with a full staff and profitable company behind you, the need to evaluate (or re-evaluate) your business structure...

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Don’t Leave R&D Tax Breaks on the Table

Don’t Leave R&D Tax Breaks on the Table

If you’re a business owner, there’s no doubt you’ve spent time and money creating better processes, materials, or solutions for your customers. Those activities can lead to big tax breaks, but...

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Responding to an IRS Letter

Responding to an IRS Letter

The IRS just made it easier to respond to a handful of tax notices online, which presents an excellent opportunity to review what a letter from the IRS could mean and how you should respond to...

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Awaiting a Tax Refund in 2023?

Awaiting a Tax Refund in 2023?

If you got used to receiving a tax refund in recent years, don’t hold your breath for the same this tax season. While the IRS is better staffed and equipped this year for prompt refunds,...

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529 Rollovers to Roth IRAs Coming Soon

529 Rollovers to Roth IRAs Coming Soon

Starting in 2024, you can rollover old, unused 529 funds into a Roth IRA as a way to avoid taxes and penalties on the money if it turns out you didn’t need it for a student’s education after...

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