Business Owners + Individuals

Strategic Planning

The future is approaching, are you ready? Whether you have a good plan, a poor plan or no plan at all, strong guidance from a patient professional can help take the worry out of retirement. It might seem overwhelming and complex, but we have the knowledge and tools to help you not only draw up a realistic roadmap but actually guide you down the path toward comfort and stability.

Strategic Planning: Patience can lead to Significant savings

Keeping it simple doesn’t always provide the best results.

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News & Insights

News and insights


Retirement Plans for Small Businesses

By Liang Zhao, CPA, MSA, CMA, Senior Accountant, Falco Sult As a small business owner or a sole proprietor, you have many more options when it comes…

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Chris Falco Examines Essentials of a Business’ Life Cycle

“Just because every business goes through a common life cycle doesn’t mean a one-size-fits-all approach will work for you,” said Falco, a founding partner of Falco Sult.…

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More News

Upcoming Deadlines

Upcoming deadlines


October

1

Trust/Estates If you requested/obtained a 5 1/2-month tax extension, file your income tax return (Form 1041) and pay any tax due by this date.

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October

15

Individuals If you requested/obtained a 6-month tax extension, file your income tax return (Form 1040, 1040A, or 1040EZ) and pay any tax due by this date. Corporations…

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More Deadlines

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