A Section 529 Education Plan investment is a great idea for any family with college-bound children.  This plan allows for large tax deferred accumulation of college funds which saves both income and estate taxes and offers flexibility as to the use of the money.
Contact Tom for further details.

Wills are a necessary  part of almost anyone’s financial plan.  They are important even for those with modest means in order to direct one’s assets and provide for the case of your family without costly court proceedings.  Contact Tom for further details

Internal Controls Corner

In our audit work, we are deeply involved in reviewing our clients internal control systems.  Internal controls, simply put, are the steps needed to make sure your accounting is right and business funds are protected.  A basic internal control is for the owner of the business to open the bank statement prior to financial personnel seeing it.  It’s the simplest way to combat fraud in your business.  We have lots of other tips.  Contact Tom for further details.