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 IRS anticipates extended delays and even worse than usual “customer service” this tax season. Plus, the year ahead may be filled with new tax curveballs, so it’s vital to get 2021 squared away – with all of your essential documents to your CPA – as soon as...
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Donor-Advised Funds (DAFs) have catapulted in popularity. If you’re still unsure what they are but give generously to charitable organizations, it’s time to understand their immense tax-saving potential. The National Philanthropic Trust reported an increase across the...
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Retiring soon? You’re not alone. Principal Financial Group reports that 11% of workers plan to retire or leave the workforce in 2022. But don’t let last year’s planning throw this year’s retirement off[1]kilter. There are several changes in both Social Security...
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There is only one certainty for business owners: You won’t be able to stay at the helm forever. You’ll exit, either by choice or by circumstance. Some business owners prepare years in advance for that day, but family business owners don’t often have such a clear...
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Many valuable coins, stamps, artwork, cars, and other collectibles are considered alternate investments by the IRS. With the pandemic reportedly sparking new interest in memorabilia and the trading of collectibles going digital–some using online tokens as...
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You gotta give estate planning a little respect for the sake of your heirs. When Aretha Franklin passed away in 2018, the singer’s legacy followed a path trod by all too many iconic musicians before her, including Prince and Tom Petty. That legacy includes courtrooms,...
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