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What an Estate Plan Can Do for You

What Can an Estate Plan Do for You? While most people know they should consider estate planning, it’s a topic that often finds itself on the backburner. A new year is a great time to start thinking about the [...]

By | 2018-01-17T17:32:42+00:00 January 17th, 2018|Categories: Blog, Tax, Wonsun Shin Willey|Tags: , |0 Comments

Pass-Through Entities and the 20 Percent Tax Break

Pass-Through Entities and the 20 Percent Tax Break Small-business owners and partners are scratching their heads over the Tax Cuts and Jobs Act and how the new 20 percent tax deduction for pass-through entities will work. Here's a little [...]

By | 2018-01-17T13:35:53+00:00 January 17th, 2018|Categories: Blog, Tax|0 Comments

Tax Reform for Individuals

How Tax Reform Affects Individual Filers Now that the Tax Cuts and Jobs Act has officially been passed, it’s time to start thinking about how these tax changes will affect taxpayers. Below is a brief overview of what’s in [...]

By | 2018-01-15T17:06:33+00:00 January 15th, 2018|Categories: Blog, Monic Ramirez, Tax|Tags: , |0 Comments

Deciding Between Cash and Accrual Basis

Is This Your Situation: Deciding Between Cash and Accrual Basis With cash-basis accounting, you record all transactions when cash actually changes hands, which means when a cash payment is received from customers or is paid out by your company [...]

By | 2018-01-17T13:43:08+00:00 January 10th, 2018|Categories: Blog, Consulting|0 Comments

Stop Worrying About Your Spouse’s Taxes

Stop Worrying About Your Spouse's Taxes If you’re married and file jointly, the IRS affords you certain benefits. For instance, your spouse can be a tax shelter, can contribute to an investment retirement account, and help you avoid estate [...]

By | 2018-01-02T15:53:41+00:00 January 1st, 2018|Categories: Blog, Tax|0 Comments

How to Prepare for a Business Valuation

How to Prepare for a Business Valuation You're thinking about getting your business valued. What do you need to do to make sure it goes smoothly and leads to an accurate result? Below is a list of the key [...]

By | 2018-01-02T15:33:45+00:00 December 27th, 2017|Categories: Audit, Blog|Tags: |0 Comments

Is This Your Situation: Worried About an Upcoming Financial Statement Audit

Is This Your Situation: Worried About an Upcoming Financial Statement Audit Even a successful and growing small business should not be alarmed when a third party — a banker, an investor, a creditor or a buyer — asks for [...]

By | 2018-01-02T15:27:45+00:00 December 26th, 2017|Categories: Audit, Blog|0 Comments

Last Minute Tax Savings Before 2018 Tax Reform Hits

Last Minute Tax Savings to Consider Before 2018 Tax Reform Hits Deductions and savings to take advantage of before they’re gone By now you’ve likely heard that President Trump has officially signed off on one of the largest tax [...]

By | 2017-12-22T14:54:59+00:00 December 22nd, 2017|Categories: Blog, Monic Ramirez, Tax|Tags: , , |0 Comments