Creative Tax Planning

In the past, creative tax planning tended to mean finding loopholes in the tax law and exploiting them for your clients.  In many cases that could result in your wealthiest clients paying no tax at all.  Less wealthy clients could not afford many of the more...

Marketing

How much do you spend on your marketing?  How much should you be spending?  Or perhaps I should ask how much should you be investing in marketing, as you should always view your marketing budget as an investment rather than a cost.   We have done quite a lot of...