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.
1996, United States Senator Alfonse M. D’Amato, Chairman of the Senate Banking Committee, began an inquiry into Swiss banks’ involvement in hiding Holocaust victims’ assets. Specifically, the inquiry examined the procedures by which the Swiss banks conducted the...
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Business growth is great. It’s the American dream. But without the right team on your side, the IRS can quickly turn that dream into a nightmare. “I failed to realize that middle management was the key to making it all work,” a business owner—now a Steven...
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You won’t own your business forever. Many small business owners neglect to acknowledge that simple fact. Perhaps your exit will be planned to perfection and you’ll either sell to a third-party or leave via a strategic family succession plan. Or maybe life will throw...
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Is someone at your business “cooking the books” behind your back? Don’t bet against it. According to the Association of Certified Fraud Examiners (ACFE), small businesses (with fewer than 100 employees) average 28 percent more fraud losses than large businesses....
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I’ve spent decades investigating business fraud as a forensic accountant and expert witness, often at the state and federal levels. The lessons I’ve learned about human behavior and motivation during this time have benefitted my clients in surprising ways. According...
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When Randy Smith started his own business at 28 years old, he truly set out on his own: with no partners and no investors. What he envisioned with his point-of-sale technology company, he achieved. Now, at 53, Smith has sold his company and successfully retired. We...
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