We have been providing tax compliance work and tax planning for many years. Our clients have included farmers, construction contractors, retail outlets, real estate developers, oil and gas drilling contractors and producers, banks, insurance companies, hospitals and other health care providers, individuals, estates, and trusts.
As part of this process, we constantly look for opportunities to increase wealth by reducing and postponing taxes on an annual basis and through financial and estate planning. Regardless of your stage in life, whether you are just beginning to plan your retirement or whether you are thinking of retiring, there are opportunities for planning. Please contact us if you would like to explore these matters further.
Stakeholders have voiced concerns to FASB about various aspects of the board’s recently issued standards for credit losses, hedging, and recognition and measurement. Source: JOA News Read More here – FASB makes minor adjustments to financial instruments rulesRead More
Americans’ personal financial satisfaction reached a record high in the first quarter of 2019, according to the AICPA’s proprietary Personal Financial Satisfaction Index. Source: JOA News Read More here – Personal financial satisfaction up in first quarter after market reboundRead More
The regulations define the term “substantially all,” the definition of which was reserved in the earlier proposed regulations issued in October 2018. Source: Tax News Read More here – More proposed regs. on qualified opportunity funds issuedRead More
The regulations define the term “substantially all,” the definition of which was reserved in the earlier proposed regulations issued in October 2018. Source: JOA News Read More here – More proposed regs. on qualified opportunity funds issuedRead More
The U.S. Supreme Court heard oral arguments in a case that will decide whether states can tax trusts based solely on the fact that a trust beneficiary lives in the state. Source: Tax News Read More here – Can a state tax a trust based on the beneficiary’s residency?Read More