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


Tax Cuts and Jobs Act: A Brief Highlight of Changes to Itemized Deductions

By: Jacquelyn Martin, Falco Sult Staff Accountant Following the passing of the new Tax Cuts and Jobs Act (TCJA), there are several items that will affect the…

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New Business For Sale: Mobile Hydraulic Machinery Component Distributor Company Opportunity, Pacific Northwest

Exceptional premier supplier of hydraulic components that specializes in providing custom solutions is available for purchase. This is an established business positioned for continued growth in the…

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Upcoming Deadlines

Upcoming deadlines


September

17

Partnerships If a 6-month tax extension was requested/obtained, file a tax return (Form 1065) and pay any tax due by this date. Provide each partner with a…

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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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More Deadlines

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