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Our Blog

Ways to stay Positive in work & Life

Posted in Firm News on November 21, 2019

Most of us have days we would love to stay in bed, but we end up going to work or being around loved ones carrying the bad mojo with us.  Work is definitely a place where we want to be at our best. Our attitude makes all the difference in the world to co-workers and… (Keep reading)

Are Promissory Notes Securities?

Posted in Firm News on November 6, 2019

Are you violating securities laws by raising money for your business through the issuance of a promissory note?   Most people know that the purchase and sale of instruments such as stocks and bonds are securities, making such investments subject to both federal and state securities laws.  This may mean an expensive registration process or… (Keep reading)

“S” Corporation Changes

Posted in Firm News on September 16, 2019

For years an “S” Corporation was not able to have a non-resident alien be a shareholder.  However the treasury department has issued a regulation to amend regulations to electing small business trusts (ESBTs) that are grantors.

Remember 911

Posted in Firm News on September 11, 2019

Enjoy the Labor day weekend!

Posted in Firm News on August 30, 2019

Project 150 Luncheon

Posted in Firm News on July 30, 2019


Posted in Firm News on July 24, 2019

Imagine that you have just had a major health problem that put you into the hospital and you are incapacitated.  The hospital will only allow two contacts to have an information code to talk to the Doctors. Who gets them?  How does the hospital know?  What can be done to make sure that the information… (Keep reading)

What is Bookeeping ?

Posted in Firm News on July 12, 2019

⇢Importance of Bookkeeping⇠ What is Bookkeeping? noun – [b oo k-kee-ping]:  The work or skill of keeping account books or systematic records of money transactions (distinguished from accounting). Key Components of Bookkeeping: Recording Financial Transactions Posting Debits and Credits Producing Invoices Bookkeeping Helps Keep a Clear Picture of Your Company’s Financial Health! Is your business organized?… (Keep reading)