Article Archives

Avoiding Charity Fraud During the Holidays

December 17, 2015

The holiday season tends to put many of us in a charitable mood.  However, the thought of someone pocketing a charitable donation—robbing both you of a good deed and a charitable cause of desperately needed resources—is unthinkable. Unfortunately, this is a common occurrence. Click here to view this archived newsletter from December 2015.

Are These Three Weaknesses Lurking in Your LLC or FLP?

December 17, 2015

Many business owners, physicians and other professionals have established limited liability companies (LLCs) or family limited partnerships (FLPs) as part of an outside business to own real estate, or for estate planning: but most often for wealth protection purposes. Click here to view this archived newsletter from November 2015.

4th Quarter Tax Saving Tips

October 14, 2015

What to Do NOW to Save $10,000 – $25,000 or More on Your 2015 Taxes As we approach the 4th quarter of the year, most of our clients have a fairly good idea of what their taxable income will be for 2015.  If you are like these clients, you may be wondering “is there anything