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Alerts
How friendly is your State's tax code?
One reason a business might not be able to build equity or see sings of new revenue growth is the taxes imposed at the state level. If curious, read the following report from the Tax Foundation.
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The Communication of Fear
There is a troubling trend, especially through emails, of fear being communicated with false or incomplete information. How do you protect yourself?
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IRS to Discontinue Paper Coupons
In an effort to transform America to paperless electronic filing, regulations are being prepared yo require the deposit of payroll and other taxes by January 1, 2011 through the EFTPS system. You can read more in the Journal of Accountancy article link.
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2010 Health Care Act - Premium Assistance Credits
Read the attached family office memorandum on the premium assistance credit under the 2010 Healthcare Act.
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2010 Health Care Act - Penalties
Read the attached family office memorandum on the penalties of the 2010 Healthcare Act.
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"GET BUSY LIVING"

Have the responsibilities of managing your business, personal and family wealth separated you from the enjoyment of life's journey? As a trusted advisor and fiduciary, we free families from many of the burdens, worries and fears of family wealth management, so that they can "Get Busy Living."

Accumulating, perpetuating and preserving family wealth is not limited to only asset management; but an integrated approach that factors in recurring planning and monitoring, tax and legal compliance, and risk and lifestyle management. This requires a trusted advisor whose loyalty is only to you; not to commissions, partners or shareholders.

We approach family wealth management as a Chief Financial Officer would for a successful organization, while delivering unparalleled service, affordability, transparency and simplicity to the process.

We only accept serious, responsible and collaborative family clients into our family office. When your journey begins with us it is an exclusive active family partnership where decisions affecting your wealth are based on validation and not delegation.

So carefully read each section and understand our integrated program. Ask for a complimentary 30-day trial to our unique and worldwide accessible "Client Reference Center" so you may compare all the costs and benefits our services bring.

If your family is seeking a paradigm shift to the expectations from a trusted advisor, welcome to our Multi-Family Office.

 

Edward W. Greenlee, CPA, PC i s a registered investment adviser. Advisory services are only offered to clients or prospective clients where Edward W. Greenlee, CPA, PC and its representatives are properly licensed or exempted.

This website is solely for informational purposes. No advice may be rendered by Edward W. Greenlee, CPA, PC unless a client service agreement is in place with you. Edward W. Greenlee, CPA, PC is currently licensed in Oklahoma and Texas.

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