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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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About Our Unique Approach

We are a firm dedicated to a true partnership with our family clients. This means active participation in the decision making process at both the business and personal levels. We do no seek, nor have any intentions of retaining clients who delegate decision making, but validate decisions based on facts, on the strengths, weaknesses, opportunities and threats to every decision.

The core to our family office model is frequent contact and communication. We start by assigning each family a team of technical professionals and a client service representative. We only serve 20 families, so you are guaranteed exclusive and exceptional service. Our clients are able to contact their assigned personal service representative, or other members of their team 24/7 for service requests and immediate attention is given to the request.

We supply monthly business and personal financial statements, tax projections and our CFO memorandum. If an issue is of major importance, we will not wait to contact you. We supply a free monthly newsletter and email alerts, plus alerts on this site.

We meet face-to-face each quarter and we present the results of our recommendations and financial operations at the business and personal levels. We supply you a quarterly binder based on 168 factors of your comprehensive financial plan. We post all your data to an exclusive secure and protected site so that you have 24/7 worldwide access.

We host the only known integrated decision support tool in the world, our exclusive "client reference center." The center is your starting point to understand all the aspects of issues on accounting, finance, human resources, legal, taxation, technology and business management. Each section has downloadable forms and spreadsheets, audio/visual tutorials and guides and terminology database so that you can convert words in documents to decision support.

All a client has to do is ask, we truly listen.

 

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