Resources

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

Whitney Sorrell, JD, CPA, MBA, LLM (Tax) 1/13/24 Whitney Sorrell, JD, CPA, MBA, LLM (Tax) 1/13/24

What is an Asset Purchase Agreement, and When Do I Need One?

Discover the key elements of asset purchase agreements and how to avoid common APA pitfalls.

Whitney Sorrell, JD, CPA, MBA, LLM (Tax) 1/12/24 Whitney Sorrell, JD, CPA, MBA, LLM (Tax) 1/12/24

QPRT Benefits: Understanding Qualified Personal Residence Trusts

Discover the pros and cons of reducing your estate tax footprint with a Qualified Personal Residence Trust.

Whitney Sorrell, JD, CPA, MBA, LLM (Tax) 1/11/24 Whitney Sorrell, JD, CPA, MBA, LLM (Tax) 1/11/24

IRS Payment Plans

Learn how to apply for an IRS Payment Plan, how to calculate your monthly payment amount, and the difference between full-pay vs. partial-pay and why that matters.