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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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Our History

Since 1998 we have offered our family clients with an array of accounting, tax, business and technology consulting, wealth management and other specialty services. For years, we never knew the services we provided had a recognizable public name, "The Multi-Family Office."

We are an independent, fee-only registered investment advisor and certified public accounting firm. We view ourselves as a trusted advisor to our family clients. We are not a casual accounting and tax preparation firm, or a high volume commission driven investment representative. In our family office we have designed our services so that revenues are not dependent on advising you into investments for the maximization of fee-based revenues, but working as a fiduciary in your sole interest.

Real World Experiences

Having wealth ourselves, we understand the unique challenges that affluent families are confronted with having, protecting and working to pass down their legacy of wealth and family values.

We understand and attempt to convey that wealth is not about investments, but about the freedom to pursue other altruistic challenges, to the attainment of a wealth of knowledge and wisdom, and to pass down this overall body of wealth to heirs and beneficiaries.

Our family personnel have worked in small family businesses to Fortune 500 companies. As entrepreneurs we understand the challenges, current and future, of managing both business and personal wealth, time management and family.


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