An overview of the methods and procedures employed to shield assets from creditors. In protecting assets from claims of creditors, one size does not fit all.
We’ve been hearing and thinking a lot about marriage lately. The Supreme Court decision allowing same-sex marriage has sent throngs who were previously forbidden from marrying straight to the altar. Marriage is a sacred institution and one of the underpinnings of society. Unfortunately the IRS apparently doesn’t think much of it.
This presentation deals with maybe the most important document for your business: Buy/Sell Agreements. Learn how to make the most out of your Buy/Sell Agreement and do what’s best for you and your company.
Are you a business owner? Or do you advise business owners? If so, one issue that should be front and center is that of exit strategy.
The 2014 tax filing season is behind us, and you don’t want to spend a single minute thinking about your 2015 taxes, right? Actually, neither does your tax preparer. But it’s kind of like shopping for wrapping paper the day after Christmas. You’re not really in the mood but you know it’s a good idea.
We are excited to offer a brand new service, Professional Planning Coordination. We believe that the myriad components of your financial picture should be aligned, and the best way to accomplish that is to pull all of the pieces together in one place so that they can be examined as a whole.