New Business Scam: Certificate of Existence

After you create a new business, LLC, LP, Corporation, or other entity, you will likely receive a letter titled a “Certificate of Existence Request Form” that looks similar to the one below: The letter claims that you need to send money (anywhere from $70-$100,...

SECURE Act: Small Business Changes

Our last four blogs have focused on changes that affect individuals resulting from the new SECURE Act; however, the changes were not limited to individuals. There are a number of provisions focused on small business and designed to motivate small businesses to offer...

Year End Tax Planning

As 2018 draws to a close, now is the ideal time to take advantage of the tax strategies and tax-deferred growth opportunities in your charitable-giving and year-end tax planning as well as to revisit your estate plan to ensure it incorporates the latest changes to tax...