Introduction For the closely-held business, choosing a business entity under which to operate used to be easy. The proprietor usually operated as a sole proprietorship, a partnership, or as an S Corporation.  There were clear advantages and disadvantages to each…

Effective June 1st, Legacy Advisors has relocated our Florida offices.  Our market area hasn’t changed: We still serve all of W Central Florida, and occasionally serve clients in other parts of Florida, and even out-of-state clients, but our office address…

Recap of Last Month Last month, was Part I of Affording the PPACA in 2014 and Beyond.  Within was discussed the individual mandate, the governments role, and the beginning of the employer’s role in all of this.  This month, we…

Working with one of my clients recently I was struck once again by the importance of analyzing and recasting – and possibly even restructuring – your company’s financial statements as the first step in getting your business ready for sale….

Introduction As we all know, in 2010 Congress passed The Patient Protection and Affordable Care Act as one of the most sweeping pieces of legislation regarding healthcare in this country.  Contained within the PPACA are dozens of provisions including healthcare…