One of the most important decisions a business owner will make is how to ensure business continuity and succession of ownership in case of unforeseen circumstances. Being named as a personal representative or successor trustee for a friend or loved one is a responsibility not to be taken lightly. Our trained staff is very knowledgeable about the unique characteristics of both estates and trusts, and can assist you in proper planning and administration. In fact, F. Gordon Spoor, CPA, was instrumental in the drafting of Florida's Revised Uniform Principal and Income Act—the guideline to be followed in the preparation of accountings for estates and trusts. Our experts will ensure that you are complying with applicable accounting and tax laws—allowing you to rest more easily, knowing that your financial affairs are in order.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!
It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.
Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help: