Welcome
Since 1952, our clients have relied on us to provide objective insight and trustworthy advice that keep their businesses and personal finances on track, especially in these difficult economic times. 

We are available to help manage risk for the family business, to help you negotiate a lower bank rate, to handle your business's tax issues, to value your assets fairly for the sale of the family business, to protect taxpayer dollars, to answer regulatory and compliance questions, and to help you manage your business more profitably.
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  • 15 Facts about Social Security
    It's easy to take Social Security for granted when retirement is years away, but with 94% of the U.S. workforce covered by Social Security,* it's likely that this
  • Tips for Traveling Abroad
    For many people, there's perhaps nothing more exciting than traveling to a new country, experiencing different cultures, tasting exotic foods, and exploring unfamiliar
  • Saving for the Future: Start Now or Start Later?
    There are many ways to try to reach a future goal. You can save now, or you can save later (or perhaps do both). But there is an advantage to putting your
  • My parents can't manage alone anymore. What should I do?
    Are one or both of your parents having health problems, suffering mental lapses, or just slowing down with age? Do you find they can't manage on
  • What is an assisted-living facility, and how do I choose one?
    What is an assisted-living facility? The wide number of options available makes defining the term difficult. Generally, however, assisted-living
    
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 IRS CIRCULAR 230 NOTICE: Pursuant to recently enacted U.S. Treasury Department Regulations, we are now required advise you that, unless otherwise expressly indicated, any federal tax advice expressed above was neither written nor intended by the sender or this firm to be used and cannot be used by any taxpayer for the purpose of avoiding penalties that may be imposed under U.S. tax law. If any person uses or refers to any such tax advice in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement to any taxpayer, then the advice should be considered to have been written to support the promotion or marketing by a person other than the sender or this firm of that transaction or matter, and such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Copyright © 2014 Michael David Schulman. All rights reserved.