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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Concierge Introduction

Time is our most valuable wealth generating asset. The administration of non-revenue producing business and personal affairs prevents many from reaching established financial goals. To free the affluent of these time consuming tasks, Multi-Family Office providers began offering concierge services.

We issued a challenge to our affluent family clients many years ago to test our commitment to exceptional and world-class service. From their comments we implemented numerous concierge services. We also developed partnerships with numerous specialty service providers to fulfill those challenges.