• Testimonials

    “Andy spent a lot of time and effort to prepare documents that securely protected the client… He understood all the family dynamics and issues involved in selling the business… I would not hesitate to use andy again on future transactions.”

    –CPA And President Of Certified Public Accounting Firm

  • Blog
    6 Ways to Easily Screw Up Your 401(k) Plan Compliance
    Compliance with IRS and Department of Labor regulations governing 401(k) Plans is filled with landmines and traps for the unwary. Here are six easy ways you can screw up your own 401(k) plan and, if you’re a plan fiduciary, be personally liable for all the costs and expenses related to...
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  • Blog
    In Case You Missed It
    We're (Almost) Everywhere Now There are now more ways than ever to see what we are doing and how our practice is growing. Follow us on Facebook, Google+ and Twitter by clicking on the logo below, and of course connect with me on LinkedIn by clicking on the logo under...
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  • Blog
    52 Ways to Make 2018 Your Best Year Ever
    Choose 3 things that made you better in 2017 and focus on how you can improve on those. Choose 3 things that hindered you in 2017 and determine to eliminate those in 2018. Get up 30 minutes early. Implement The Miracle Morning. http://bit.ly/2ku1dyr I highly recommend the program ManicTime for...
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  • Blog
    3 Simple Strategies to Avoid Interruptions At Work
    Work interruptions. No matter how hard we try we can’t completely get rid of them. And unfortunately a two-minute interruption does not result in just two minutes of lost work time.  Studies have shown that it can take anywhere from 15 to 25 minutes to reorient yourself to the work you...
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  • Reduce Your Taxes
  • What's New
    Saved client over $100,000 in IRS assessessments . . . Probate and Trust administration of multi-million dollar estate . . . developed structure for tax-free reorganization . . .
  • Secure Your Future
  • Get This Book for a Daily Kick in the Pants

    Stack of booksWisdom for Winners: A Millionaire Mindset by Jim Stovall, provides fantastic easily digestible motivational antidotes and quotes.  Read more about why I think this is a *must* add to your reading list.

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  • Protect Your Business