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...

Annual Tasks for the Small Business Owner

Have you completed your annual filings and renewals? Are your corporate records in order? As a small business owner, there are many different filings that are due each year. Have you filed your annual renewal or annual report, if any, with the Secretary of State(s) in...