Advisor Coordination

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.

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Stuck in Tax Limbo

It’s hard to believe that it’s January 5th and we’re not entirely sure what the 2014 tax rules for business look like. The so-called “extenders” have not (yet) been extended, affecting such tax provisions as Section 179 and bonus depreciation, R&D credits, and a number of other business tax benefits.

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