Insights
Strategy notes from the practice floor.
Tax Planning7 min read
The Top 5 Tax Strategies for High-Net-Worth Individuals
Entity structuring, timing, charitable vehicles, insurance and exchanges: the five levers that move the needle most for complex balance sheets.
Read articleAsset Protection6 min read
Is a Captive Insurance Company Right for Your Business?
Captives are powerful and heavily scrutinised. Here is the honest test for whether your business qualifies, and what the IRS looks for.
Read articleIRS Controversy5 min read
Unfiled Returns: The Quiet Path Back to Compliance
Years of missed filings feel unfixable. They are not. Here is the sequence we use to bring clients current with minimal penalty exposure.
Read articleThe SWITCH Difference6 min read
Why CPA + Tax Law + Technology Beats a Traditional Firm
Three disciplines that normally sit in three different buildings, in one engagement, and what that does to speed, cost and outcomes.
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