Now that tax filings are behind us and summer vacations are still ahead of us, May is a good time to take a step back and ensure that your business and personal goals are aligned.

Do you have your corporate entity correctly in place? Have you established processes to maximize re- investment and minimize tax? Are you on top of the implications of recently passed laws?

In this issue…
The new cell phone law can have a huge reach and impact if employees use a company or personal vehicle for business.

Part Three of our Four Part overview of the Benefits of Estate Planning for the Business Owner continues as we focus on Gifting Business Interests.

As we usher in Spring and come out from hibernation, we look forward to re-connecting and catching up. As always, if we can help in any way, please give us a call.