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.

Tax Refund? Celebrate, Then Investigate

Tax Refund? Celebrate, Then Investigate

Did you get a tax refund? It’s exciting, isn’t it? Now, the question is: What should you do with it? You could take a vacation, pay down debt, invest it, or fund a retirement account. The possibilities are endless! Whatever you do with the money, however, there’s one...

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IRS Audits Soar for Personal Use of Business Aircraft

IRS Audits Soar for Personal Use of Business Aircraft

Corporate jet usage is the focus of a growing number of IRS audits this year. It’s part of a bigger effort to crack down on large corporations, partnerships, and high-income taxpayers. The IRS announced in February that it was beginning dozens of audits in which...

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How Is Tax Filing Season Going?

How Is Tax Filing Season Going?

The IRS has already processed 62 million tax returns and refunded more than $135 billion this tax season. These early-bird taxpayers have received an average tax refund of $3,145, which is 5.8% higher than the same period a year ago. “The bigger average refund marks a...

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Beneficial Ownership and the CTA in the Latest Tax Notes

Beneficial Ownership and the CTA in the Latest Tax Notes

We love participating in Tax Notes! Lee A. Sheppard always has an entertaining spin on the latest tax issues, and the most recent one citing Steven Bankler’s thoughts on beneficial ownership and the Corporate Transparency Act (CTA) is no exception. As Sheppard...

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IRS Expands Access to Business Tax Accounts

IRS Expands Access to Business Tax Accounts

IRS business tax accounts are now available to individual partners of partnerships and individual shareholders of S corporations, a privilege that was previously available only to sole proprietors. The IRS counts the move as part of its “continuing transformation...

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Staffing Strains and the Work Opportunity Tax Credit

Staffing Strains and the Work Opportunity Tax Credit

While the employee retention credit (ERC) is no more, there’s still a significant tax credit on your side when hiring great workers from demographics that have historically faced significant barriers to employment: the federal Work Opportunity Tax Credit (WOTC)....

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