News & Resources

Developing a Business Succession Plan

Few business owners plan their exits from their businesses with as much care as they planned their entries. Just as every owner starting out needs a business plan, every owner...

IRC §1031 Tax Free Exchanges

Internal Revenue Code §1031, Exchange of property held for Productive use or investment, was enacted in 1921. (more…)

Tax Efficient Investing

Many employed individuals participate in a defined contribution plan sponsored by their employer, or they have an IRA, and chances are money is invested in mutual funds within those plans....

Personal Financial Statement

Before we discuss what should be included, let’s talk about why you may need a personal financial statement and what a personal financial statement does for you. (more…)

Affordable Care Act Individual Mandate

You have your business tax return in hand ready to sign when you notice the note on the form next to the sign here line: “Under penalties of perjury, I...


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