Why Siloed Advisors Cost You Money (and How We Saved a Client on Taxes)

When your advisors don’t talk to each other, you pay the price—literally.

We had a client come to us needing a document for a transaction. They were financing the purchase of some equipment for another company.

The default solution would have been a promissory note—quick, simple, and what most professionals would draft without a second thought.

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GOP Budget Plan with $4.5 Trillion in Tax Cuts Pending Before the Senate: What This Means for You?

Recently it feels like changes to legislation are coming out of Washington every day, and here at Visibility CFO & Tax Advisors we have been eagerly watching for what impact new legislation will have on federal taxes.

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