Jerry Jones CPA
Wouldn’t it be nice to have a CPA that you deal directly with, that understands your business, that works in all 50 states and is there for you when you need him?
"Our business consists of multiple entities, in several states and industries. Jerry has helped minimize taxes, reporting and operational headaches by customizing our structure by state. Besides daily activities, Jerry has helped greatly in structuring large transactions with third parties. He's great about planning for the future while addressing today's operational needs. Some days he's a little cranky though".
RJB

Keeping It In The Family

OCTOBER 3 2013 • MARY ROWLAND

Your best client is the owner of a family business. Yet you know that some 80• of wealthy families go from “shirtsleeves to shirtsleeves in three generations. ” What better work could you do for these clients than to prevent them from succumbing to this fate¨ to help them create what noted wealth counselor Jay Hughes¨ author of Family Wealth¨ calls the “100-year family enterprise”?

A white paper by Wise Counsel Research¨ Good Fortune∫ Building a Hundred Year Family Enterprise¨ published in August¨ brings new information and insight to this issue. The notion that creating a family culture and governance system is necessary for survival of a family business is not a new one. But the specific information and details here¨ gathered by Dennis T. Jaffe¨ family wealth consultant¨ are.

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