Preserving Your Heritage

Tax, accounting and business advisory services

 
 
 
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At a Glance

  • Timeless values, modern execution

  • Originally founded over 40 years ago

  • Based in Florida, clients nationwide

 
 

Read our Latest Articles

Insights
Tax Information Reporting
Tax Information Reporting

A refresher on information reporting, and some changes for the current filing year.

2021 Year-End Tax Planning
2021 Year-End Tax Planning

It’s time to think about year-end tax planning.

The Hobby Loss Trap, Part 2
The Hobby Loss Trap, Part 2

A deeper dive into the specifics of the IRS’ hobby loss provisions.

The Hobby Loss Trap, Part 1
The Hobby Loss Trap, Part 1

An introduction to the IRS’ hobby loss provisions.

Succession Planning
Succession Planning

A discission on the important but often-unconsidered aspect of succession planning.

Preserving Your Legacy
Preserving Your Legacy

A look at recent Green Book proposals and their potential effects on your legacy.

Net Operating Losses for Agriculture
Net Operating Losses for Agriculture

An examination of NOL rules for agricultural businesses.

Employee or Contractor?
Employee or Contractor?

A look at the critical designation of employee or contractor.

More New Law
More New Law

Money in, soon-to-be money out.

Things to Consider
Things to Consider

Start planning now for significant tax changes.

Solar Energy Credits
Solar Energy Credits

Don’t miss out on claiming credits for your solar purchases.

Year-End Tax Legislation Update
Year-End Tax Legislation Update

PPP update and other stimulus-related tax law changes..