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.

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?

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.

2010 Health Care Act - Premium Assistance Credits

Read the attached family office memorandum on the premium assistance credit under the 2010 Healthcare Act.

2010 Health Care Act - Penalties

Read the attached family office memorandum on the penalties of the 2010 Healthcare Act.

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About Us

Our History | Our Team | Our Unique Approach

Our Mission is to serve a select number of family owned businesses and the individual family members to accumulate, perpetuate and preserve family wealth so that legacies can be passed from one generation to the next; through an integrated series of of fee-based investment management and advisory, accounting monitoring, tax planning and compliance, consulting and concierge services so that you can get busy living.