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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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The Multi Family Office (MFO)

Our family office is a service model that integrates all the professional, financial management and personal service needs of small but successful business entrepreneurs and multi-generational families.

Our office is designed to provide a family with a single point of contact to make certain all issues are considered and are performed. In other words, "accountability".

Our Multi-Family Office is a combination of wealth management, accounting, taxation, estate and charitable planning, and consulting. We do not sell financial products, nor employ salespeople, instead we focus 100% of our efforts on service and results. We are a private professional corporation, with no shareholders to report to, only you in complete confidence and security.

In our Multi-Family Office, we consider ourselves your Personal Chief Financial Officer (CFO). The CFO in a larger business environment is the chief executive charged with the duties of aligning the goals of the organization with the available resources to accomplish them; specifically:

  1. by being responsible for the financial planning of your business and family,
  2. by being in charge of all your accounting functions and provide the necessary controls over assets and credit,
  3. by providing the necessary budgetary control and financial reporting,
  4. by coordinating all investments and fund raising,
  5. by monitoring all expenditures and liquidity,
  6. by managing and monitoring all investments,
  7. by planning and limiting the impact of taxes,
  8. by reporting timely data of the results of financial monitoring and performance to the family for the chief family decision maker(s) for the validation of our recommendations, and
  9. by assisting in the implementation of actions in the plan to obtain the desired goals set forth.

Our Multi-Family Office steps outside traditional service models by offering personalized concierge, business office and family services. We leverage our strengths, professional relationships and purchasing power to pass significant savings to you for further wealth accumulation and continuity of personnel.

Our Multi-Family Office will exceed your expectations of superior family service, because we are accessible 24/7 and ready to respond. We fulfill our commitment by limiting our client base to no more than 20 families. Each family has a team with a ratio of three technical personnel to every family, and a personal service representative as your main contact. No phone tag, no virtual office handled through email alone, but real people. In a sense, an extension of your family.


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