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.
Duke Preston’s job as Director of Player Engagement for the Tampa Bay Buccaneers involves helping players with their personal growth, whether it’s continuing their education, learning about finances, or preparing for a career after football.
There’s no better time to talk about goals than the start of a new year. And what better topic than your career? The following are a few tips to help you set reasonable and achievable goals this year:
The New Year is the best time to take stock of your finances. So, as you begin the season of self-reflection and goal-making, take the time to review your spending and start making plans for a financially healthy 2020! Here are a few tips to get you started: