At the very least, update the financials in your business plan
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Every new company should launch with a business plan and keep it updated. Generally, such a plan will comprise six sections: executive summary, business description, industry and marketing analysis, management team...
Selling securities by year end? Avoid the wash sale rule
If you’re planning to sell assets at a loss to offset gains that have been realized during the year, it’s important to be aware of the “wash sale” rule.
How the rule works
Under this rule, if you...
It is official! Our satellite office in Wyoming has moved to: 4211 Clyde Park Ave SW, Wyoming, MI 49509. The Wyoming Chamber of Commerce presented Duane Culver with a plaque and official ribbon cutting ceremony. We look forward to engaging with our new neighbors and...
Use a Coverdell ESA to help pay college, elementary and secondary school costs
There are several ways to save for your child’s or grandchild’s education, including with a Coverdell Education Savings Account (ESA). Although for federal tax purposes there’s no upfront deduction for contributions made to...
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Our team from two offices function together to serve you best!
Main Office
Our Main Office is located in Grand Rapids at 1419 Coit Avenue NE. We continue to provide all services and full hours of operation,...
