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.

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...

read more
Giving to Charities Abroad

Giving to Charities Abroad

With war, natural disasters, and other tragedies happening worldwide, you may want to donate to the global causes you believe in. But what are the tax implications of giving to charities abroad? Donating to charity has its own rewards, well above and beyond tax...

read more
IRS Intends to Be More User-Friendly by 2024

IRS Intends to Be More User-Friendly by 2024

The IRS recently updated the public on how it’s been spending its cash infusion, including new online accounts and mobile-friendly forms. It also announced an end to surprise visits from tax collectors. “We’ve started transforming IRS operations,” IRS Commissioner...

read more
How Banks Are Tapping into Artificial Intelligence

How Banks Are Tapping into Artificial Intelligence

You may be experimenting with ChatGPT and other AI, and so is your bank. Financial institutions are incorporating AI into their services, but the road to innovation is fraught with risks. “AI systems have been widely used for years, with banks spending billions to...

read more
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 whether the IRS has backdated penalty documents in other similar cases,...

read more
IRS Intends to Be More User-Friendly by 2024

IRS Intends to Be More User-Friendly by 2024

The IRS recently updated the public on how it’s been spending its cash infusion, including new online accounts and mobile-friendly forms. It also announced an end to surprise visits from tax collectors. “We’ve started transforming IRS operations,” IRS Commissioner...

read more