Insights

Insuring Your Business

Captive Insurance If your business pays over $100,000 a year in insurance premiums you should read on. This is where the concept of “Captive Insurance” comes into play.  Captive insurance companies are insurance companies established with the...

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Education Connection

College Financial Planning “Congratulations!” is the first sentence every high school senior prays to see when they tear open that envelope from their desired college. Upon acceptance the fun begins, finding a roommate, new student orientation,...

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Finance  |  By Mark J. Ackerman, CPA, TEP, AEP

Private Foundations vs. Community Foundations

Pros and Cons to Private and Community Foundations By: Mark Ackerman, CPA For clients who have expressed the desire to use part of their wealth for philanthropic giving, the overwhelming vehicle used to accomplish this is to establish their own...

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Real Estate  |  By Woody Goldstein, CPA

Protect Your Community with a Disaster Plan

Protect the Innocent from the Uncontrollable By: Woody Goldstein, CPA As the summer has drawn to a close and the leaves have started to transition into their magnificent annual fall colors, our thoughts invariably turn to the completion of the...

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