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.

Giving Back & Your Taxes

Giving Back & Your Taxes

‘Tis the season for giving, but consider how recent tax changes affect your charitable contributions before you open your wallet. Whether your donations result in lower taxes depends on highly individualized factors. Seemingly huge tax breaks may not pan out for even...

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The Hidden Danger Of Employee Theft

The Hidden Danger Of Employee Theft

If you’re a business owner, you may feel that you’ve built up a sixth sense when it comes to choosing the right business partners and customers. Fraud is all around us these days, after all, and it’s important to know who to trust. But it’s not just strangers who find...

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5 IRS Audit Mistakes To Avoid

5 IRS Audit Mistakes To Avoid

The IRS audits about one million taxpayers each year. While the agency is understaffed, that doesn’t mean you’ll slip through the cracks. IRS software automates the selection process now by flagging returns that show abnormalities: Perhaps the return deviates from...

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Surprising Taxes On Alernative Investments

Surprising Taxes On Alernative Investments

As your net worth grows, your financial advisor may suggest diversifying your portfolio with alternative investments. These assets can include gold and real estate. Cryptocurrencies are another emerging investment area. The amount you invest and how you invest in...

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Retiring & Your Taxes

Retiring & Your Taxes

While taxes, in general, are a constant, tax codes are ever changing. Each year presents a different set of tax implications when it comes to retirement. If you’re planning on retiring soon, congratulations! Enjoy and celebrate, but also take some time to...

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Real Estate Investments And Your Taxes

Real Estate Investments And Your Taxes

Do you invest in commercial real estate? You don’t need to be a mogul to do it, and certain tax advantage can make it worthwhile. Some recent tax changes should be noted, however, even for those who aren’t new to investing in commercial real estate as part...

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