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November 2021
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Get the Advice You Need
You consistently make important decisions, and our team can help you choose options that maximize your resources and prepare your organization for long-term success. We can weigh in on big questions and concerns or deliver tactical solutions for distinct needs. You don’t have to walk alone.
News & Resources
Mortgages in Retirement
Many individuals set aside sizeable amounts of money for retirement with plans to use the funds to pay off their mortgages. However, you have more than one option for those funds, and it may benefit you to explore all options before making a decision. While planning...
How to Address 5 Common Construction Accounting Risks
Most contractors focus on completing projects according to specifications, on time, and on budget. For some construction businesses, accounting tasks that support jobs can take a backseat. Unfortunately, without accurate and efficient accounting practices, you may...
Seeking Tax Shelter Through Charitable Trusts
If you would like to reduce taxes and give to charity while you meet the financial needs of your family, a charitable trust may be a worthwhile estate planning tool. When families sell highly appreciated assets, they must pay capital gains tax. However, contributing...
Your Security is Our Priority
Because your privacy and security matter, we provide a secure access portal to safely and conveniently transfer files from your home to our office any time of day. Click the button below to upload your documents to our team for processing.
