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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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Concierge Personal

During various life phases we encounter the every day tasks, but also some unusual needs. Each has a cost and risks associated with them. Often we settle for the first provider without any due diligence, later to regret our choices. At other times, such as during the phases of eldercare and estate administration certain providers of products and services are specifically targeting a family. You read the stories every day.

Our personal concierge services are designed for the following specific reasons:

  1. To locate the highest quality provider for the price.
  2. To provide the highest value for the price.
  3. To decrease time consumed from non-revenue generating activities.
  4. To validate the reputation of the provider of products and services.
  5. To leverage our volume and negotiate pricing.
  6. To ensure delivery and performance.

To learn more about our personal concierge services, request trial access to our Client Reference Center. There you will find all the policies, procedures and pricing, and a listing of all the concierge services available.


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