what we do white papers

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Cost Segregation White Paper

In 1997, the Tax Court ruled that, to the extent, tangible personal property is included in any acquisition or in overall costs, it should be treated as such for depreciation purposes. This ruling cleared the way for owners of business-related property to use Cost Segregation to reduce income and property taxes, and improve cash flow. (read full article)


Financial Benchmarking White Paper

An accepted principle in portfolio management is rebalancing—the process of restoring your portfolio to its original mix that was designed to meet a specific investing goal. When parts of the portfolio have grown out of proportion to the benchmarks you set, you pare back those that have grown and direct investments to areas that have not.


The same principle applies to managing your business. For most business owners, it is difficult to have all elements of the business consistently performing at the optimal level, year in and year out. Some things go well and some things need work. Do you keep investing in that which is hitting on all cylinders, or do you reallocate to areas that need help? (read full article)


identifying and mitigating fiduciary responsibility for employers with 401(k) plans White Paper

Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. The employees participating in the plan, their beneficiaries, and the employer all benefit when a retirement plan is in place. Administering a plan and managing its assets, however, require certain actions and involve specific responsibilities.


To meet their responsibilities as plan sponsors, employers need to understand some basic rules, specifically the Employee Retirement Income Security Act (ERISA). ERISA sets standards of conduct for those who manage an employee benefit plan and its assets. (read full article)


Qualified Small Business Stock White Paper

Section 1202 of the Internal Revenue Code provides a special partial exclusion from gross income for individual taxpayers of gain from the sale or exchange of Qualified Small Business Stock (QSBS) held for more than five years. For QSBS acquired between February 17, 2009 and September 27. 2010, the gain exclusion is 75 percent. The Small Business Jobs Act of 2010 increases the gain exclusion to 100 percent for Qualified Small Business Stock acquired between September 26, 2010 and January 1, 2011. (read full article)


Wellness Program White Paper

A Wellness Program is a comprehensive plan used to assess a company’s health risks at the individual level and to implement programming to reduce those health risks in a cost efficient manner. The goal is to show a return on investment through lower healthcare costs, reduced absenteeism, increased productivity and improved employee retention. (read full article)