Exceeding Expectations. Always. — Business Advisors and CPAs


Bridging the Divide with a Mezzanine Loan

Mezzanine loans (also known as junior liens and second liens) can bridge financing shortfalls — so long as you meet certain qualifications and can accept possible risks.
Posted: September 28th, 2017 | Permalink

Save More for College Through the Tax Advantages of a 529 Savings Plan

With kids back in school, it’s a good time for parents (and grandparents) to think about college funding. One option is a Section 529 plan.
Posted: September 18th, 2017 | Permalink

Ensuring a Peaceful Succession with a Buy-sell Agreement

A buy-sell helps ensure that heirs are fairly compensated for a departing owner’s interests, and unwilling or unknowledgeable spouses (or other heirs) don’t suddenly become co-owners.
Posted: August 31st, 2017 | Permalink

Yes, You Can Undo a Roth IRA Conversion

If you convert a traditional IRA to a Roth but discover you’d be better off if you hadn’t converted, it’s possible to undo it.
Posted: August 29th, 2017 | Permalink

A Refresher on the ACA’s Tax Penalty on Individuals Without Health Insurance

With repeal and replace efforts apparently having collapsed for now, it’s a good time for a refresher on the Affordable Care Act’s tax penalty on individuals without “minimum essential” health coverage.
Posted: August 14th, 2017 | Permalink