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.

Audit Trigger 2020

Audit Trigger 2020

After a brief break during the height of the spring shutdown, the IRS is back at it, auditing certain taxpayers. Your financial situation has likely gone through some unexpected bumps in 2020, which means your taxes could be more complicated than ever for the coming...

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Tax-Free Education: A Study Guide

Tax-Free Education: A Study Guide

Online options for schools have exploded in the wake of the pandemic. If you’re looking to expand your mind as you finish out your quarantine year, consider heading back to the virtual class-room. Or perhaps you’ve been hoping to help a family member with their...

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Eldercare and Your Taxes

Eldercare and Your Taxes

As nursing homes and eldercare facilities have been in lockdown this year, you may have suddenly taken on primary caregiver responsibilities for a loved one. It’s a tough job and one that only becomes more daunting as the bills pile up. But there are some critical tax...

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Lose Money on a Vacation Rental This Year?

Lose Money on a Vacation Rental This Year?

The coronavirus pandemic has forced many of us to consider our business succession and estate plans. No matter how successful you are or how well you take care of yourself, your financial situation and health are both surprisingly fragile and undeniably intertwined,...

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Exit and Estate Planning for Business Owners

Exit and Estate Planning for Business Owners

Travel and tourism spending in Texas dropped 86% over the spring months. If you own a vacation rental property, you’re feeling that sting. Maybe your rental income plummeted and has yet to recover. Click To...

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Financially Surviving A Downturn

Financially Surviving A Downturn

While the current economic distress we’re facing is due to an unprecedented chain of events, there are lessons from past downturns that can be applied as well as new opportunities — from tax credits to forgivable loans — that you can consider. You can start by taking...

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