Management Advisory

When it comes to business management, a team of professional advisors can be a key component for avoiding pitfalls. As your trusted advisors, we provide a breadth of knowledge and experience to help facilitate the success of our clients.

Devising a Master Plan

We can help you develop a solid business plan, institute financial controls to safeguard and maximize the return on your financial assets, consult with you on decisions related to your financial management systems and staff, address succession planning, and provide coordination for your legal, insurance, banking, and other professional relationships.

Let us assist you in initiating collaborative, efficient, and effective management tools, and monitoring the results over time.


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State and Local Income Tax Issues to Consider Before Making Your Next Tax Payment

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State and local taxes represent a key and often material part of a business’s total tax liability. Many states are reporting budget surpluses, reducing tax rates and offering new credits and…

Plan Sponsor Alert: Planning for the End of the COVID-19 Public Health Emergency and Outbreak Period

To help the American public endure the COVID-19 pandemic, Congress passed laws that provided billions of dollars in emergency funds to buy vaccines, tests, and other treatments that were free…

Mandatory Capitalization of R&E Expenses

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The Impact on Government Contracting Companies Government contracting entities often incur considerable expenses associated with the performance of research and development activities — both on behalf of their government agency…

Revised Filing Instructions for K-2 and K-3 for Partnerships and S-Corps

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The IRS recently issued revised instructions regarding 2022 Schedules K-2 and K-3 for partnerships and S corporations. In these instructions, the IRS responded to requests for expanded relief and clarity…