Laws affecting taxes, estates, Medicaid, and businesses change frequently. This page provides timely insights to help clients plan confidently and avoid costly mistakes.
Publications and Media Features
Estate planning is more than a will. Smart tax planning helps preserve wealth, reduce taxes and probate costs, and ensure your assets pass efficiently to the next generation.
January 12, 2026
Firm News and Announcements
As we undergo construction at our primary office, we have relocated all appointments to a new temporary location for the upcoming year.
December 15, 2025
Firm News and Announcements
We are proud to have sponsored The Arctic Playhouse Annual Golf Tournament, an event that brings together local businesses, community members, and supporters for a great cause.
August 18, 2025
Publications and Media Features
When a loved one passes away, probate can feel overwhelming. From locating a will to filing court documents, careful preparation is essential. Learn how a clear probate checklist and experienced legal guidance can help families avoid delays and move forward with confidence.
July 21, 2025
What makes your firm unique compared to other attorneys or CPAs?
We combine legal and financial expertise under one roof, allowing us to provide comprehensive solutions for tax, estate planning, and business matters without the need for multiple advisors.
Do you work with clients long-term?
Yes, many of our clients have trusted us for decades. We focus on building lasting relationships and guiding clients through life’s financial and legal decisions.
What types of services do you specialize in?
We specialize in estate planning, tax preparation and representation, probate, elder law, and business advisory services.
How can I expect communication to work when I become a client?
We are actively improving our communication processes to ensure timely responses and clearer updates throughout your engagement.
Do you offer digital communication or document handling?
Yes, and we are continuing to enhance our systems, including use of our digital portal for tax services, to make document sharing and communication more seamless and reliable.
How does the dual-licensed Attorney-CPA model work?
A dual-licensed Attorney-CPA combines legal and accounting expertise, offering clients comprehensive advice that encompasses both legal and financial perspectives. This integrated service model allows for seamless coordination between legal counsel and accounting professionals under one roof.
What is a dual-service legal + CPA firm in the U.S.?
Dual-service legal and CPA firms provide both legal representation and accounting services to clients. These firms leverage cross-disciplinary knowledge to address complex issues involving tax law, corporate finance, compliance, and more.
Why do ethics rules limit fully integrated lawyer-CPA firms?
Professional ethics rules, including those from legal and accounting boards, impose restrictions to prevent conflicts of interest, protect client confidentiality, and maintain independence. These constraints limit the degree to which firms can fully integrate services and share ownership.
What services fit best for integrated legal and accounting teams?
Integrated teams excel in areas like tax planning, business formation, financial compliance, estate planning, and regulatory advice where both accounting expertise and legal insight are crucial.
How can attorney-client privilege be affected in dual-service firms?
Attorney-client privilege may be complicated in multidisciplinary firms. Ensuring privileged communication requires clear boundaries between legal and nonlegal services, careful protocols, and compliance with confidentiality rules.