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.

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 filing status. Just don’t do it hastily: There are important considerations...

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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 all it’s cracked up to be? According to a study by Personal Capital, more...

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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 are two education tax credits that students—and parents of students—can...

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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 long as possible, after all. Most young adults can do just that and remain as...

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Employer Tax Breaks for Student Loan Assistance

Employer Tax Breaks for Student Loan Assistance

COVID-era repayment and interest moratoriums on student loans are ending. If you’re an employer, you no doubt have employees who are affected (you may be personally affected as well). Here are some insights on how employers can help while receiving tax breaks in the...

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You Can’t Beat the IRS with a Dead Horse

You Can’t Beat the IRS with a Dead Horse

Some people seem to think the IRS will overlook just about anything. But a dead horse? That’s hard to miss. When a California-based horse enthusiast and IT business owner’s last horse died in 2008, being horseless didn’t stop her from continuing to claim business...

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