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.

Spot These Tax Scam Signs Before It’s Too Late

Spot These Tax Scam Signs Before It’s Too Late

Scammers are working overtime to separate honest taxpayers from their hard-earned money. These fraudsters are getting more sophisticated, moving beyond the obvious email phishing attempts to elaborate schemes that can fool even financially savvy individuals. Learn to...

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‘Bitcoin Jesus’ Faces Tax Fraud Reckoning

‘Bitcoin Jesus’ Faces Tax Fraud Reckoning

Early investors of Bitcoin have fascinating tales to tell. None are more intriguing than Roger Ver’s, whose early success and evangelism of crypto investing earned him the nickname ‘Bitcoin Jesus’ and a giant IRS investigation into tax fraud. What lessons does his...

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Tax Considerations of Qualified Settlement Funds

Tax Considerations of Qualified Settlement Funds

Qualified Settlement Funds (QSFs), which can be an LLC or a Trust, are the unsung heroes of many legal settlements, offering significant potential tax advantages for both plaintiff parties and defendants. QSFs have an interesting history rooted in tax legislation and...

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Weighing Taxes When Selling Your Business

Weighing Taxes When Selling Your Business

Every small business owner must make an exit at some point. It’s an inevitable fact. In many of these cases, it involves selling the business, whether it’s to a new buyer, employees, the next generation of family, or some combination of these. What’s the best time to...

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Small Business Merger Tax Considerations

Small Business Merger Tax Considerations

A small business merger can increase the market and financial power of everyone involved, but it takes strategic foresight for such a move to be successful. Taxes are a significant consideration during the planning process because they can financially impact the...

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Charitable Giving & Your Taxes

Charitable Giving & Your Taxes

We know charitable giving is on your mind. We love that about you! Make the most of it this season and all year long with our charitable contribution tips. Total giving among Americans is higher than it has ever been. But, when adjusted for inflation, those dollars...

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