Developing a strategy for success.
Family-Owned Businesses
We take pride in helping our small and mid-size business clients with defining and achieving their personal and professional growth goals every day. Whether it be business, retirement, or personal needs, we offer a variety of services to help you identify and alleviate the challenges of running your business. Our services to family-owned businesses, as well as high net worth individuals, are focused on minimizing the income tax cost of implementing financial strategies and maximizing the transfer of wealth to future generations through estate, gift and trust tax planning.
Some of the services we provide to our Family-Owned Businesses include:
- Audits, Reviews and Compilations
- Tax Planning and Compliance
- Financial Statement Preparation
- Gift and Trust Tax Planning
- Income and Estate Tax Strategies
- Entity Formation and Structure Assistance
- Succession Planning
- Outsourced Accounting
- Internal Control Evaluation and Review
Edward A. Golden
Partner
Brian Schepperley
Partner
Ashley Bolick
Senior Manager
Amanda Luke
Manager
FAMILY OWNED BUSINSESS NEWS & INSIGHTS
2023 Inflation Adjustments Impact Qualified Small Businesses, Business Interest Limitation Exemption and Expensing of Depreciable Assets
Various provisions of the Internal Revenue Code that are tied to specified dollar amounts provide that those dollar amounts are to be increased for inflation. In the accounting methods area, here are what those provisions include.
New Trend Employees Must Know About Today’s Retirement Environment
When it comes to retirement planning, an important step for employees is to stay informed.
IRS Announces 2023 Retirement Plan Contribution Limits
The IRS has released 2023 tax year contribution limits for retirement plans. Here are the limits and how they may impact you.