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Strategic Accounting for Long Term Growth

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We align your financial data, reporting, and strategic planning to create a clear path toward sustainable growth and long term success.  We align your financial data, reporting, and strategic planning to create a clear path toward sustainable growth and long term success.

Business Management Services

Risk Assessment & Compliance

July 23, 2026

How the New Tax Law May Affect You

The federal tax law enacted at the end of 2017 introduced significant changes for individuals, families, and business owners. Some provisions lowered tax rates or expanded available credits, while others reduced or eliminated familiar deductions.

12 min

July 15, 2026

Highlights from the One Big Beautiful Bill Act and How It May Impact Taxpayers

The One Big Beautiful Bill Act introduces some of the most significant tax changes in recent years, affecting individuals, families, and business owners alike. While many provisions make existing tax rules permanent, the legislation also creates new planning opportunities that could influence financial decisions for years to come.

7 min

July 12, 2026

California SB 125 Reshapes the Managed Care Organization Provider Tax for 2027 Through 2029

California SB 125 establishes a managed care organization provider tax for 2027 through 2029. Learn how health plans can prepare for enrollment reconciliation, forecasting, payment notices, and federal approval.

8 min

Business Management Services

Stakeholder Reporting

Audit & Assurance

April 1, 2020

CARES Act - Business Tax Relief

Business Tax Relief

2 min read

April 1, 2020

CARES Act - Employee Retention Credits

Employee Retention Credits

2 min read

June 20, 2020

A Sales-Tax Primer for Pandemic-Affected Businesses

Many businesses have enhanced their online presence as a result of the COVID-19 pandemic. These businesses need to be aware of the many challenges associated with collecting sales tax on internet sales. Click through to learn how to transition smoothly to online sales.

6 min read

Business Management Services

Succession Planning

AI-powered

cpa

September 4, 2019

Succeeding at Succession

“Planning is bringing the future into the present so that you can do something about it now.” – Alan Lakein. It is the foundation for success. This applies to the succession of your business or your family or loved ones’ businesses.

4 min read

January 18, 2018

Your Legacy and All the Money in the World

If you love good movies as I do, you want to see this one and consider your own legacy. All the Money in the World, directed by Ridley Scott (Gladiator, Alien, many others) stars Christopher Plummer, Michelle Williams, and Mark Wahlberg. It is a compelling story about J. Paul Getty, who at the time of his death in the ’70s, was by far not only the richest person on earth (the world’s first billionaire) but also the richest person throughout all of history to date, hence the title.

6 min read

September 15, 2019

Hire Your Children

Hiring your children, and the associated tax benefits of doing so is not new. But the new tax law, known as the Tax Cuts and Jobs Act, or TCJA, makes it an even better proposition. There are several reasons to consider this if you own a business.

4 min read

Business Management Services

Cash Flow Management

Audit & Assurance

July 1, 2026

Gift Tax Basics: What You Need to Know Before You Give

Many people are surprised to learn that gifting money or property to family memberscan trigger tax filing requirements — even when no tax is actually owed. If you'reconsidering helping a child with a down payment, contributing to a grandchild'seducation, or simply passing along wealth during your lifetime, it's worth understandinghow the gift tax rules work before you write the check.

September 20, 2019

Real Estate as an Asset Class

Ideally, your financial plan includes real estate, which offers the kind of attributes that will often take the pressure off the rest of your portfolio to perform. Having the right allocation of real estate in your portfolio provides enhanced diversification and non-correlation, (assets behaving in different ways, not related to the general markets at large) not to mention certain tax advantages, cash flow, and equity appreciation.

3 min read

May 29, 2020

Avoid These Financial Hoaxes

Be on the lookout for a surge of calls and emails from scammers trying to cheat you with promises of financial relief, just when you may be feeling desperate. Tax-related fraud and identity theft scammers are out and about looking to make a quick — and crooked — buck.

3 min read