Are Valuation Discounts on the Chopping Block?
written by Michael Wirth Now could be the time to transfer interests in family-controlled entities. The use of valuation discounts is an important component of
written by Michael Wirth Now could be the time to transfer interests in family-controlled entities. The use of valuation discounts is an important component of
written by Melinda Thurman Businesses desire to stay a step ahead and the usage of cloud software may be a solution. As a business owner,
written by Jay Logal Clients often ask if there is an advantage to buying their vehicle in their business. Unfortunately that is not a black
written by Blair Groves We have all heard the phrase “heightened regulatory environment” regarding the expectations the banking industry is facing from their regulating agencies.
written by Chris Griesemer The FDIC, with the help of the Federal Financial Institutions Examination Council (FFEIC), has created a Cybersecurity Assessment Tool to help
About 8,000 baby boomers are now turning 65 years old every day, according to the AARP. Included among these retirees and those soon to retire
written by Mark Lamb Roth IRA’s are often the wallflower of retirement planning. But, Roth IRA’s are coming into their own and becoming more popular.
written by Amy Shewmaker There are three main types of IRS audits: correspondence audits, office audits, and field audits. Correspondence audits are initiated by postal
written by Chris Griesemer Is your identity really as secure as you think it is? How big is your social media footprint? What the heck
Amount billed for routine phone calls
Amount billed for services if not 100% satisfied
Sleepless nights knowing we’re in charge
Headaches figuring out tax regulations
Of your time devoted to making money
Stress free tax filing