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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Money Moves Before the New Year

Money Moves Before the New Year

We know you don’t want to deal with taxes this time of year, but hear us out: Unique tax-saving opportunities are only available before the year’s end. Think of it as the holiday gift that...

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Business Dinner Seminar With Our Experts

Business Dinner Seminar With Our Experts

The event included a panel discussion on the process of buying and selling a business, led by industry experts Michael L Shipman VP, Frost Insurance, and Steve Bankler. Business owners Richard...

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Is C-Corp to S-Corp a Smart Move?

Is C-Corp to S-Corp a Smart Move?

Reaching C-Corporation status can feel like the realization of a dream, and it can be the best structure for many businesses. However, sometimes it makes more sense to elect an S-Corporation...

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Dangers of TikTok Tax Advice

Dangers of TikTok Tax Advice

Are you a TikTok fan? Love someone who is? Many on the social media platform swear it’s a great way to pick up practical lifehacks, including valuable little nuggets of tax advice. But is it...

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IRS Caught Covering Up a $38 Million Blunder

IRS Caught Covering Up a $38 Million Blunder

The IRS was recently caught backdating a signature on a valuation penalty document—and then trying to talk their way out of trouble—in a giant conservation easement case. Legal experts wonder...

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Education Tax Credits: What You Need to Know

Education Tax Credits: What You Need to Know

It’s back-to-school season, so what better time to talk education tax credits? Taxpayers claiming the credits are often flagged by the IRS, usually due to a simple-to-fix form mismatch. There...

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Claiming an Adult Child on Your Tax Return

Claiming an Adult Child on Your Tax Return

We’re often asked how long a young adult can be claimed as a dependent on their parent’s tax return.  Navigating taxes on their own is a rite of passage that most would prefer to put off as...

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