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.

Don’t Overlook The R&D Tax Deduction

Don’t Overlook The R&D Tax Deduction

Maybe you’ve been challenged to build stronger, lighter, faster, or more environmentally friendly, energy efficient, or automation-enabled. Perhaps the architectural design of the home is unique and requires outside-the-box building techniques or materials. Or maybe...

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The Skinny On Offshore Accounts

The Skinny On Offshore Accounts

You’ve likely heard the term “offshore accounts” – perhaps holding your money in one has been recommended to you before. The name may conjure images of the Swiss Alps or a sandy Caribbean beach since Switzerland and the Cayman Island are two...

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Travel, Parking, And Relocation Tax Changes

Travel, Parking, And Relocation Tax Changes

Feeling lost while navigating the new Tax Cuts and Jobs Act (TCJA) changes for business travel, parking and relocation? You’re not alone. Here are some of the top changes and what the IRS has to say (if anything) about them. Deducting Mileage The standard...

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Passing down your family business

Passing down your family business

Last month we talked about retiring from your business and the succession planning it requires. This month, I’d like to focus on keeping the business in the family. Is it your dream to pass your business down to a son, daughter or another family member? Maybe your...

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Investing In Tax-Friendly Qualified Opportunity Zones

Investing In Tax-Friendly Qualified Opportunity Zones

Among the tax code changes brought on by the Tax Cuts and Jobs Act of 2017 is a new tax-lowering investment tool called Qualified Opportunity Zones. Those willing to invest long-term in these Qualified Opportunity Zones, which are communities that are deemed...

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