Good estate planning includes researching and developing a comprehensive plan to protect, grow, and preserve wealth and assets for both your own retirement and for future generations. Our expert team helps individuals develop and implement trust and estate plans that enable them to achieve their financial goals. We can help you coordinate a sound plan by working in partnership with other trusted advisors, including your attorney. The end goal: to create a comprehensive estate and trust plan for business continuation, wealth protection, and minimization of estate taxes.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
On November 16, the House passed a new tax reform bill that moves the GOP closer to bringing the legislation to fruition. Now the Senate is preparing its own tax reform package. If passed, it must be reconciled with the House before any final legislation goes to the White House. Here is a snapshot of some of the key changes proposed in the tax reform bill:
With just days to go before Thanksgiving, the clock is ticking down to some of the most memorable meals of the year. However, for many of us, the pressure of preparing a perfect Thanksgiving feast can be overwhelming. If this is true for you, consider these tips to simplify your seasonal spread.
The end of the year is often hectic, which is why it’s important to take some time now to reduce your tax bill. Our firm can offer additional strategies to further mitigate your tax burden; however, the following 5 tips are an excellent starting point: