By Dalton Bradshaw, CPA As the 2023 filing season has arrived, taxpayers may be considering options to reduce their tax liabilities. Due to the compressed…
Read MoreAs 2022 comes to a close, all eyes are on the midterm elections and potential year-end tax legislation and, as always, it is important to…
Read MoreBy Dalton Bradshaw, CPA On July 8, 2022, in a taxpayer-friendly move, the IRS announced relief for estates making a late portability election for a…
Read MoreWritten by Dalton Hopper, CVA, CFE This is the last article in our series discussing the valuation aspects of buy-sell agreements. We have discussed what…
Read MoreWritten by Dalton Bradshaw, CPA In 2017, the passage of the Tax Cuts and Jobs Act (TCJA) brought about numerous provisions aimed at benefiting taxpayers,…
Read MoreBy Dalton Bradshaw, CPA As the 2022 filing season quickly approaches, taxpayers may be considering options to reduce their upcoming tax liabilities. Due to the…
Read MoreBy: Dalton Bradshaw, CPA When considering asset protection from creditors, most individuals and advisors immediately think of assets being hidden away in foreign accounts by…
Read MoreOn Friday, May 28, 2021, the Treasury Department issued the “General Explanations of the Administration’s Fiscal Year 2022 Revenue Proposals.” Also known as the “Green…
Read More2020 has been a year filled with challenges and adversity like no other and has affected each and every one of us. The coronavirus global…
Read MoreWith all the changes made in the recently enacted tax reform legislation, we are committed to keeping you informed while providing you peace of mind….
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