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.

2020 Lessons on SUCCESSion Planning

2020 Lessons on SUCCESSion Planning

If 2020 has taught us anything, it’s that no matter how successful you are or how well you take care of yourself, your financial situation and health are both surprisingly fragile and undeniably intertwined. Take this time of clarity to fill the gaps in your business...

read more
Can You Deduct a Virtual Company Holiday Party?

Can You Deduct a Virtual Company Holiday Party?

Ah, 2020. It’s the gift that keeps on giving. As we head into the home stretch, employers are wondering what on Earth they’re going to do about their annual holiday parties thanks to the COVID-19 pandemic. Last year, 76% of businesses held office parties in December....

read more
2020 Audit Triggers

2020 Audit Triggers

For business owners who received a federal Paycheck Protection Program (PPP) loan this spring and misused it, the time of reckoning has come. More than a dozen criminal cases have been filed across 11 states involving PPP loan misuse. These first cases involve...

read more
Audit Trigger 2020

Audit Trigger 2020

After a brief break during the height of the spring shutdown, the IRS is back at it, auditing certain taxpayers. Your financial situation has likely gone through some unexpected bumps in 2020, which means your taxes could be more complicated than ever for the coming...

read more
Charity in 2020: A Tax Guide

Charity in 2020: A Tax Guide

This year is unlike any other. That truth is clear when it comes to charitable contributions. Several relief measures and new tax rulings may affect your usual giving plan, for better or for worse. If you’re a business owner, even more opportunities abound. It’s worth...

read more