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.
It’s better to give than to receive, but receiving a tax break for your charitable giving? That’s a win-win. Making a mistake as simple as overlooking the gift receipt, however, can turn a big donation into a massive missed opportunity. Let’s look at an example from a...
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Gina Valorz was born and raised here in San Antonio, TX. “I love the city and everything it has to offer,” said Gina. She has lived in Sonoma Ranch since 2011. She and her husband David have a blended family that includes Gina’s sons, Gregory and Steven, and David’s...
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Tax Court recently upheld a $300,000 tax bill for a retired professor who followed the advice of embassy officials and his CPA when it came to reporting foreign income. It’s an essential lesson for anyone who has ever lived, worked, or held assets in another country...
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It’s a unique time for small businesses. The economic ups and downs are creating both winners and losers. If you find yourself on the fortunate side, should you seize the opportunity to expand by buying a distressed business (perhaps even a competitor)? Here are some...
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Ever been so far behind on paperwork or sorting mail that you were tempted to throw it all away and start fresh? That’s what the IRS did with 30 million business taxpayer documents received in 2020. The agency admits an “inability to process backlogs of paper-filed...
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How did a giant tech company lose $5+ million due to one employee’s act of vendor fraud, and how can small businesses learn from their mistake? A former HP, Inc. (HP) employee recently pleaded guilty to defrauding the company out of more than $5 million related to...
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