We are just starting to get our site organized and will be adding fresh
material in our newsletter on a regular basis.
We offer independent advice on personal financial planning as well regulatory compliance
matters with the Securities Exchange Commission, Commodity Futures Trading Commission and
the Internal Revenue Service.
One of the unique things a small company has over the big guys is the ability to establish
personal relationships. We welcome you to review our new website and try any of our
professional services. We recommend that you print or download the Income and Expense
organizer under the Resources tab and input the data and email
or snail mail it to us for review.
Tax Avoidance Is Not Tax Evasion
"Anyone may arrange his affairs that his taxes shall be as low as possible. He is not
bound to choose the pattern which best pays the treasury; there is not even a patriotic
duty to increase your taxes. Over and over again courts have said that there is nothing
sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it,
rich and poor alike, and all do right, for nobody owes any public duty to pay more than
the law demands."-U.S. Supreme Court Judge Learned Hand, 1934, Helvering v Gregory 69 F2d
809.
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Newsletter
The documents listed below are Adobe PDF files.
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