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With the end of the year fast approaching, now is the time to fine tune your estate plan before you get caught up in the chaos of the holiday season. One area that married couples should revisit is their estate planning documents.
Published in Blog

Cash balance plans offer owner-employees in professional practices a vehicle to defer tax on income well in excess of the annual contribution limits of traditional Sec. 401(k) and profit sharing plans. This option has become increasingly valuable since the total tax burden on owners of unincorporated, flow-through business entities increased in 2013.

Published in Blog
Wednesday, 04 January 2017 05:54

ESOPs...is it time to look?

Our main clients are closely held businesses (and their owners), so business and individual planning are often tied at the hip in our office.  Often that means a business sale isn't the ideal exit or retirement solution for our clients, so we look hard for tax advantaged strategies that (at a minimum) won't hurt the underlying business operations and ESOPs have been a regular part of that analysis.
Published in Blog

In a world that has become increasingly complicated and uncertain, you deserve an attorney who is result-oriented, responsive and respected. 

 

 

Contact Info

4000 Eagle Point Corporate Dr. 
Birmingham, AL 35242

(205) 701-5536

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Office Hours 9.00 am to 5.00 pm
By Appointment Only

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