Articles
Clients seek financial advisors who can lend their expertise and help them achieve their objectives.
We have a long history of sharing ideas with our clients that help them to accomplish this. Our advice is based on our experience with hundreds of companies and individuals, as well as our training and ongoing study. We have provided a number of articles below we have written on areas of interest to our clients.
- Charitable Gifting Strategies
- Year-end Tax Planning Strategies
- C-corp with Net Operating Loss Carryforwards? Watch out for IRC §382
- The Advantages of a Defective Grantor Trust
- Buying or selling real estate? Consider a 1031 exchange
- Doing Business Abroad
- Foreign Bank and Financial Accounts Rules
- Multi-State Taxation
- Georgia’s Move to Single Factor Apportionment
- Stock Option Strategies
- The Dreaded AMT
- 2010 Tax Legislation
- 2009 Tax Legislation
- 2008 Tax Legislation
- 2007 Tax Legislation
- 2006 Tax Legislation
- 2004 Tax Legislation
- 2003 Tax Legislation
- 2002 Tax Legislation
- 2001 Tax Legislation
- S-Corp. vs. LLC vs. C-Corp.: Which is Right for Your Business?
- Illustration of an Asset Sale with Different Entity Types
- Financial Metrics in a Services Business
- Structuring M&A Transactions
- Valuing a Software Company
- Accounting Methods
- R&D Tax Credit
- Stock-Based Compensation Plans
- Tax Deferred Retirement Plans
- The Roth Conversion Opportunity
- Employee vs. Independent Contractor Issues
- Health Insurance for Owners of S-Corps
- Big Win for Taxpayer in Conservation Easement Case
- When Should You Begin Taking Social Security Benefits?