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.

When it comes to taxes, many individuals and business owners take a reactive approach—waiting until the deadline looms to gather documents and file returns.