Client Portal

Strategy at Work

Stay Up To Date With Our Customized Newsletters

Investing In Your Business Still A Powerful Year-End Tax Planning Strategy

With the end of the year rapidly approaching, many business owners are wondering what they can…

The Pros And Cons Of A Roth IRA Conversion

Most people know that Roth IRAs offer some important tax advantages over traditional IRAs. For example,…

How TCJA Changes To Employee Benefits Will Affect Your Business

The Tax Cuts and Jobs Act (TCJA) mandates multiple changes to the tax treatment of employee…

Year-End Planning For The New Rules On Deductions

The sweeping Tax Cuts and Jobs Act (TCJA) makes many significant changes that will impact your…

How To Prepare Your Business For A Natural Disaster

In 2017, the U.S. experienced 16 weather disasters that caused losses topping $1 billion each, according…

What Happens To Taxes In The Gig Economy?

Maybe you drive for a ride-sharing app, freelance or have a one-person home repair business. If…

Trust In A Trust To Keep Assets Secure

Whether the economic climate is stable or volatile, one thing never changes: the need to protect…

New TCJA Tax Break May Benefit Your Small Business Pass-Through

If your small business operates as a pass-through entity, you may benefit from significant tax savings…

C Corporation Vs. Pass-Through: What’s The Right Structure For Your Business?

The recent corporate tax cut has many pass-through business owners rethinking their choice of entity. The…