News & Resources

Financial Fraud, Scams & Deceptive Fund Raising

August 8, 2014
Experts in financial fraud have identified the profile of a financial fraud victim: Male, age 55-62, married, an accredited investor (meaning they have wealth over $1 million excluding residence and...

Living Trusts and Powers of Attorney

June 13, 2014
In my previous article I addressed the importance of having a will and estate planning. As part of the estate planning process, a Power of Attorney will likely by discussed...

Importance of Having a Will

May 21, 2014
If you don’t have a will, take the necessary steps to get one at your earliest opportunity. Even if you're young or your estate is modest, you should always have...

Plan Income, Deductions & Tax – Personal

May 16, 2014
Just as a good business owner plans the business operations and taxes for the year ahead, you should plan your personal income taxes as well. By planning ahead, you will...

It is not too late to plan for 2014

May 2, 2014
So you have a business plan for 2014? A business plan is an essential tool for managing your business. Ideally, a business plan should be prepared and in place at...

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