Charlotte:

6525 Morrison Boulevard, Suite 415
Charlotte, North Carolina 28211
Telephone: (704) 248-6325

Richmond:

North Park at Innsbrook
4701 Cox Road, Suite 310
Glen Allen, Virginia 23060
Telephone: (804) 915-6596

Chesapeake:

111 Mill Creek Parkway
Chesapeake, Virginia 23323
Telephone: 757-216-9275

Articles

Estate Planning for the Unmarried Adult
Structuring ESOP Sec. 1042 Transactions
Tax Court; Rules Buy-Sell Fixes Value of Closely Held Stock
Financial Planning; Using Non-Qualified Deferred Compensation Arrangements
Distributions of Employer Securities from Qualified Retirement Plans
IRS Explains How to Compute Excise Tax on Failure to Timely Contribute Elective Deferrals.
Non-Qualified Deferred Compensation For The Non-Profit Executive
IRS Updates; Voluntary Correction Rules of Employee Plans Compliance Resolution System
Employee Stock Ownership Plans and Closely Held Business - (PDF)
Sarbanes-Oxley Produces Complex Blackout Notice Requirements and Imposes Personal Civil Liability for Plan Administrators - (PDF)
Estate Planning Basics Brochure

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