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.

Make These Tax Moves Now

Make These Tax Moves Now

Happy New Year! You may have overlooked some last-minute tax savings while you were celebrating the holidays. But don’t worry, there are still some key tax moves you can make now to save on last year’s taxes. The following are top areas that can help you save on both...

read more
Donor-Advised Funds For Charitable Giving

Donor-Advised Funds For Charitable Giving

The National Philanthropic Trust (NPT) reports a record-breaking rise in donor-advised funds for charitable giving. Charities received more than $19 billion from these funds last year, which have grown in popularity due to the new tax laws. Donor-advised...

read more
You May Lose Your Charitable Deduction This Year

You May Lose Your Charitable Deduction This Year

The new Tax Cuts and Jobs Act of 2017 (TCJA) changes the way most taxpayers will be able to deduct donations. Whether giving results in more or fewer tax benefits depends on highly individualized factors. The bottom line, however, is that seemingly huge new tax breaks...

read more
A New IRS Tool For Charitable Giving

A New IRS Tool For Charitable Giving

It’s the season for giving, and the IRS has made it easier to find charitable opportunities that provide tax advantages, too. Its new Tax Exempt Organization Search (TEOS) replaces EO Select Check and offers advanced features like images of newly filed 990 forms and...

read more
Exit Planning And Your Taxes

Exit Planning And Your Taxes

Are you considering selling your business this year? What about in five years or in 10 years? Believe it or not, it can take a decade of solid planning to exit a business on top, at least when it comes to saving taxes. Business owners who skip exit planning often lose...

read more
Section 179 Or Bonus Depreciation?

Section 179 Or Bonus Depreciation?

Bonus depreciation rules now allow for 100% write-offs and are expanded to include big-ticket items like the purchase of used equipment. So is there any reason to expense these purchases as part of Section 179 deductions instead? Thomson Reuters Tax &...

read more