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.
The 2024 tax thresholds, brackets, and rates you’ll use to file your taxes during the 2025 tax season have just been released. Here’s how they panned out: About 90% of taxpayers claim the standard deduction when tax time rolls around. For tax year 2024, the standard...
read more
If you’re like most family business owners, you want to protect your business and ensure that it stays in the family, but you’re not doing enough to safeguard its future. About 78% of respondents to PwC’s 2023 Family Business Survey say that their business is their...
read more
We know you don’t want to deal with taxes this time of year, but hear us out: Unique tax-saving opportunities are only available before the year’s end. Think of it as the holiday gift that keeps on giving. There’s rarely a year in which a few tweaks to your...
read more
The event included a panel discussion on the process of buying and selling a business, led by industry experts Michael L Shipman VP, Frost Insurance, and Steve Bankler. Business owners Richard Kattmann, Owner, Eldridge Electric (buyer), and Amir Kamel, President,...
read more
No one has more to lose than the world’s wealthiest individuals. Their specific asset protection tools may not directly correlate to someone with more “average” wealth. However, the general strategies can provide estate and succession planning inspiration for us...
read more
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...
read more