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 Family Business Asset Protection a Priority

Make Family Business Asset Protection a Priority

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...

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Money Moves Before the New Year

Money Moves Before the New Year

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...

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Business Dinner Seminar With Our Experts

Business Dinner Seminar With Our Experts

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,...

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How the Richest Entrepreneurs Spread the Wealth

How the Richest Entrepreneurs Spread the Wealth

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...

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Is C-Corp to S-Corp a Smart Move?

Is C-Corp to S-Corp a Smart Move?

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...

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Dangers of TikTok Tax Advice

Dangers of TikTok Tax Advice

Are you a TikTok fan? Love someone who is? Many on the social media platform swear it’s a great way to pick up practical lifehacks, including valuable little nuggets of tax advice. But is it all it’s cracked up to be? According to a study by Personal Capital, more...

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