Newsletter

Summer 2017

May 12, 2017
  • Like many affluent individuals, you’ve probably worked hard for years to accumulate assets and create wealth. But have you taken steps to protect your hard-earned assets? Asset preservation is as important as asset accumulation in today’s increasingly litigious society. Depending on how your wealth is structured and how your assets are invested, a single personal injury lawsuit could wipe out...
  • Do you think of the professional valuation of your business as a necessary step only when you’re ready to sell your business? While that’s one purpose, don’t be short-sighted: A valuation can serve many ends during the time you own your company. From Financing To A Better Understanding Although the economy is relatively healthy, it still poses plenty of challenges for many U.S. companies. Chief...
  • Savvy business owners are always on the lookout for valuable tax breaks. One potentially lucrative tax break often overlooked by businesses is the research and development (R&D) tax credit. Unfortunately, some business owners think that the R&D tax credit is available only to technology firms or large corporations. But this isn’t the case: Any size company in any industry can claim the...
  • If you’re self-employed and planning a vacation this summer, you could reap financial benefits by combining your summer getaway with a business trip. By doing so, you may be able to claim valuable tax deductions — if you plan carefully — and help fund a portion of your summer getaway costs. Determining What’s Deductible From a tax standpoint, qualified trip expenses directly attributable to your...