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The JGS Advisor

Minimize inventory, services to make your financials shine

Your business financials — where they stand currently and where they might be going next year — are incredibly important. Obviously, sales and expenses play enormous roles in the strength of your position. But a fundamental and often-overlooked way of   Read More

Posted in Blog, The JGS Advisor

A dynasty trust keeps on giving long into the future

With a properly executed estate plan, your wealth can be enjoyed by your children and even their children. But did you know that by using a dynasty trust you can extend the estate tax benefits for several generations, and perhaps   Read More

Posted in Blog, The JGS Advisor

Bridging the divide with a mezzanine loan

In their efforts to grow and succeed, many companies eventually reach the edge of a precipice. Across the divide lies a big step forward — perhaps the acquisition of a competitor or the purchase of a new property — but,   Read More

Posted in Blog, The JGS Advisor

Two ways spouse-owned businesses can reduce their self-employment tax bill

If you own a profitable, unincorporated business with your spouse, you probably find the high self-employment (SE) tax bills burdensome. An unincorporated business in which both spouses are active is typically treated by the IRS as a partnership owned 50/50   Read More

Posted in Blog, The JGS Advisor

Valuation often affects succession plans in hard-to-see ways

Any business owner developing a succession plan should rightfully assume that regular business valuations are a must. When envisioning the valuation process, you’re likely to focus on its end result: a reasonable, defensible value estimate of your business as of   Read More

Posted in Blog, The JGS Advisor

Thorough due diligence can protect your acquisition from fraud

In today’s rough-and-tumble world of mergers and acquisitions (M&As), buyers need to get to know business sellers and their executives, test their representations about asset condition and financial performance, and screen for common fraud schemes. Here’s why.

Whose side are   Read More

Posted in Blog, The JGS Advisor

“Bunching” medical expenses will be a tax-smart strategy for many in 2017

Various limits apply to most tax deductions, and one type of limit is a “floor,” which means expenses are deductible only if they exceed that floor (typically a specific percentage of your income). One example is the medical expense deduction.  Read More

Posted in Blog, The JGS Advisor

2017 Q4 tax calendar: Key deadlines for businesses and other employers

Here are some of the key tax-related deadlines affecting businesses and other employers during the fourth quarter of 2017. Keep in mind that this list isn’t all-inclusive, so there may be additional deadlines that apply to you. Contact us to   Read More

Posted in Blog, The JGS Advisor

ABCs of HSAs: How an HSA can benefit your estate plan

One health care arrangement that has been soaring in popularity in recent years has been the pairing of a high-deductible health plan (HDHP) with a Health Savings Account (HSA). The good news is that not only does an HSA provide   Read More

Posted in Blog, The JGS Advisor

Philanthropy seminar to answer the question: “How can I maximize the impact of my charitable giving?”

FOR RELEASE ON OCTOBER 3, 2017

In the aftermath of Hurricane Harvey, news outlets picked up on an unfortunate story: Many charitable donations fail to reach their intended recipients in a timely manner, or at all – and some gifts   Read More

Posted in Blog, The JGS Advisor