Tax Planning Tools
Since our primary focus is on planning, we develop a variety of planning tools to help you through out the year. Here is our most recent current tax development to help with your planning.
- 2018 Tax Planning Guide
- Tax Cuts & Jobs Act – Detailed Analysis
- Tax Cuts & Jobs Act – Condensed Overview
- 2018 Tax Update Presentation
- Opportunity Zone Funds Proposed Regulation Presentation
- 2018 Business Planning Ideas – Condensed Overview
- 2018 Individual Planning Ideas – Condensed Overview
Collaborative Accounting Solutions
We are excited to announce that we have developed a state-of-the-art accounting solution that allows us to share an accounting platform with our clients and for them to leverage our accounting expertise.
Many business owners reach a point where managing the financial side of the enterprise becomes overwhelming. Usually, this is a good thing — the company has grown to a point where simple bookkeeping and basic financial reporting just don’t cut … Continue reading
Everyone needs to plan for retirement. But as a business owner, you face a distinctive challenge in that you must save for your golden years while also creating, updating and eventually executing a succession plan. This is no easy task, … Continue reading