We work with clients to provide sophisticated strategies that address the complexity in their life.
That’s why our boutique firm helps clients build custom strategies that optimize results.
by Fred Chevalier on Nov 21, 2017
One of the advantages of running your own business from your home is that you get to be yourself all of the time. But, it is important that you don’t lose sight of the fact that you are also a business. That fact is not lost on the IRS who takes a special interest in home-based businesses and their profits and losses.
by Fred Chevalier on Nov 21, 2017
Imagine the following scenario: You run a successful business with your business partner of 20 years. Your business partner dies unexpectedly. After the funeral, your deceased partner’s spouse shows up at your office with her two grown children. They ask for the key to your partner’s office – not to clean it out, but to move in.
by Fred Chevalier on Nov 21, 2017
As if business owners didn’t have enough to contend in managing their business and personal finances, there is one particular aspect of their financial lives that is often neglected until it’s too late, and that is the management of their estate.