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Financial Privacy

The US government is announcing numerous endeavors to provide relief from the effects of the Coronavirus pandemic. As tax and business announcements become codified we will post them.<
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As part of our COVID-19 response, we are asking clients to submit tax information digitally, when possible, via our Document Access Portal, and are making extensive use video or telephone conferences in lue of appointments.<
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If you do not have a personal portal setup please use: Document Upload<

Below is a listing of our content based on your selected topic, click on the titles below for more information. If the term is unfamiliar, see the Term Glossary<.

Asset Protection Planning

The fear of losing assets is a growing concern that many have. We have been advising our clients how to diversify and protect their assets for years.

One size definitely does not fit all when it comes to structuring great asset protection, let us tailor something specifically for you.

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Beware of Internet Scams from the "IRS"

If you receive anything about a financial topic that is unsolicited, be extremely cautious. This includes email and written notices

Over the past few years, scam artists have become more creative and nefarious. There are many that claim to be from a government organization, and are telling you that you absolutely need to click on a link, or open a "PDF", to solve your problem.

At best, the link tries to sell you something, at worst your computer is compromised with a virus.

Here is the quote direct from the IRS:

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Financial Privacy Management

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In a world of search engines, and online access to public records, some have been targeted by unscrupulous individuals. When purchasing property, or starting a business, protecting your financial privacy just takes a few extra steps. Let us be your guide.

There is a time to be seen, and a time to be invisible.

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Limited Liability Companies (LLCs)

Starting a new LLC or Limited Liability Company Shields

The decision to start your own business is a great step in life, and we are here to help. To be successful entrepreneurs need:

  • A great service or product to provide to the public
  • Guidance to find the intelligent way to structure the business

Poorly thought out business structures, often a Sole Proprietorship sometimes called a "Schedule C", can have taxes drain the life out of the core business, and expose the investors other assets to dangerous external liabilities. Fortunately, we have a tool that gives us great flexibility — the Limited Liability Company.

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