Resources, Publications and Tools
We provide access to a variety of information, publications and tools on our website to help our clients to better understand specific accounting, tax, valuation and ESOP related topics as well as to assist our clients in their daily financial lives. These resources include newsletters and articles, financial calculators and other materials on a wide variety of topics.
Specific resources that we provide include the following:
- Tax Newsletter - contantly updating information on changes and updates to the U.S. tax code with a focus on helping our clients keep up with these changes for planning purposes.
- Financial Tools - a variety of online accessible financial calculators that allow our clients to calculate the financial imact of items like auto and mortgage loans, retirement savings and tax withholding.
- Links - a list of websites of reputable professionals and organizations that we interact and work with on a regular basis including credentialing organizations, industry associations, financial and exit planning specialists, and governmental regulatory agencies.