How Do You Handle Multistate Taxes?

If your business is headquartered in one state, but you sell your products across the border, do you have to pay taxes in the recipients’ state? This answer depends largely on whether you have what is referred to as a “nexus,” meaning an...

All About Finding a Financial Planner

Ever wonder how a financial planner is different from a stockbroker? Stockbrokers are also seen as market mavens who trade stocks. Planners aren’t accountants, either (although some accountants do work as financial planners) — they aren’t called upon just...

Tax Re-Forum

Thank you to those who attended our recent Tax Re-Forum, a forum aimed to help clarify and simplify the Tax Cuts and Jobs Act.  If you wanted to attend, but couldn’t, we are happy to provide you with our slides from the presentation.  Even better, if you would...