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 Your Family Business Failing to Innovate?

Is Your Family Business Failing to Innovate?

Family businesses are typically slow to embrace change, which is a fatal liability these days. A failure to innovate is a significant reasonfamily businesses don’t make it past the first or second generation. Working with closely held family businesses throughout the...

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Cash Payments Can Trigger IRS Trouble

Cash Payments Can Trigger IRS Trouble

What do $600, $5,000, and $10,000 have in common? They’re specific payment amounts to a person or business that can trigger IRS reporting requirements. Ignore those triggers, and someone (either the payee or the recipient, depending on the trigger) could face steep...

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Spring Cleaning Your Taxes

Spring Cleaning Your Taxes

The IRS anticipates extended delays and even worse than usual “customer service” this tax season. Plus, the year ahead may be filled with new tax curveballs, so it’s vital to get 2021 squared away – with all of your essential documents to your CPA – as soon as...

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IRS Facial Recognition Snafu Is a Wakeup Call

IRS Facial Recognition Snafu Is a Wakeup Call

It’s not the first time the IRS has backed away from a terrible idea after public outcry, but it is one of the more confounding instances. Last November, the IRS announced that it would require a live video selfie through facial recognition technology to authenticate...

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Partnerships Are a Tricky Business

Partnerships Are a Tricky Business

    Small business ownership can be daunting when you’re alone at the top. That’s why many entrepreneurs consider forming their businesses as equal partnerships between two or more owners. However, these business structures can be uniquely affected by...

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When Business Matters Are Settled in Family Court

When Business Matters Are Settled in Family Court

There are business disputes, and then there are family business disputes. This one-word difference can lead to a world of legal complications. Conflicts in a family business can instantly turn a business court case into a family court case. Take the classic case of...

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