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  • Why A Young Adult Needs A Power of Attorney

    Christi Gardner

    A young adult who has just turned 18 has many things that they are looking forward to and plans that they are making. Many families with young adults don’t think about Powers of Attorney and Health Care Surrogate documents. These items should be in place before young adult heads out into the world. Health Care…

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  • What You Should Know About the Taxpayer Bill of Rights

    Christi Gardner

    The Taxpayer Bill of Rights is a document that outlines the rights of U.S. Taxpayers in working with the Internal Revenue Services. In 2015 congress enacted the Taxpayers Bill of Rights. The Taxpayers Bill of Rights codifies specific rights available to individuals and global corporations regarding tax dealings with the IRS.  The basics of the…

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  • Unveiling the Power of Due Diligence in Mergers and Acquisitions: Understanding the Importance of Thorough Investigation

    Christi Gardner

    Introduction Hey there, fellow business enthusiasts! So, you’ve decided to embark on the exciting journey of mergers and acquisitions (M&A). Congratulations! But before you dive headfirst into this world of opportunities and risks, let’s talk about a critical element that can make or break your M&A endeavors: due diligence. In this article, we’ll explore the…

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  • Jeremy Scenario

    Christi Gardner

    Story: Jeremy is a Registered Investment Advisor who lives in New Jersey. He is 48 and the primary income producer in his household. Over the last eighteen years, Jeremy has been building his Registered Investment Advisor practice, adding substantial assets under management each year. He now has $380,000,000 in assets he oversees and uses multiple…

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  • Thomas Scenario

    Christi Gardner

    Story: Thomas (58) is a cosmetic surgeon who lives in Florida. He has built a chain of cosmetic surgery centers and day spas. His cosmetic surgery centers have made $9,289,800, and the spas have earned $7,400,900 in 2022. Thomas has been working harder than ever for the last four years as he has been increasing…

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  • Oliver And Jack Scenario

    Christi Gardner

    Story: Oliver and Jack started a car wash business together ten years ago. During this time, they have continued to grow and now own forty-three car washes in Florida. In the previous five years, they started offering a monthly subscription to their car wash, which has created a steady and predictable income each year. They…

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  • Corporate Governance

    Christi Gardner

    Stakeholder Capitalism or Shareholder Value Maximization Presuming that shareholders own a corporation is one of the fundamental points of Shareholder Value Maximization (SVM). Since the 1980s, corporate governance has used Shareholder Value Maximization as the dominant organizing framework. In 2008 with the global financial crisis, criticism of Shareholder Value Maximization started to increase. In recent…

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  • The Good and Bad of Offshore Tax Havens

    Christi Gardner

    Offshore financial centers have options for people and governments looking to protect and grow wealth. Some Offshore financial centers promote tax fraud while others do not. Tax havens are located across the globe. Some are offshore, like the British Virgin Islands, the Cayman Islands, and Hong Kong. Some countries are also tax havens, like Luxembourg,…

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