Record Retention - Ever wondered how long you should keep copies of those old bank statements.  If you're like many of our clients, you probably keep them longer than you're actually required to.  Prolonged record retention is a costly practice.    More >

Determining State Residency- Over the years, many people across the country have been able to lower their tax bill by performing a seemingly simple maneuver - moving.  Each state has a different tax code and depending upon how your wealth and income is held and generated, respectively, you can obtain significant tax savings by moving from one state to another.     More >