Resources

Articles to help you make informed decisions to protect your wealth and achieve your goals.

Whitney Sorrell, JD, CPA, MBA, LLM (Tax) 1/16/24 Whitney Sorrell, JD, CPA, MBA, LLM (Tax) 1/16/24

What is Estate Planning?

Learn what an estate plan is and how planning ahead can protect your wealth and family.

Whitney Sorrell, JD, CPA, MBA, LLM (Tax) 1/15/24 Whitney Sorrell, JD, CPA, MBA, LLM (Tax) 1/15/24

Guidance on who is required to make estimated tax payments and deadline for making payment.

Whitney Sorrell, JD, CPA, MBA, LLM (Tax) 1/14/24 Whitney Sorrell, JD, CPA, MBA, LLM (Tax) 1/14/24

Learn how to protect your LLC with proper governance and compliance with federal and state law.