Anita is a Principal at Lewis & Knopf CPAs, P.C. Her areas of expertise include healthcare, high net worth individuals, professional services, and estates and trusts.
Our Flint and Fenton offices will be closed Monday, April 5 and Tuesday, April 6 for a deep sanitation cleaning. Our team members will be working remotely.
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Assurance
Consulting
Estate and
Trust Services
Small Business
Services
Tax
Financial Sense Blog
Credit and Debt Collection Strategies Your Business Can Implement
This article discusses and emphasizes the importance of having and implementing the most efficient debt collection process possible. Providing services to your client before payment is often a risky but necessary part of doing business. Implementing strategies such as invoice date, contact information, and obvious total invoice values can help ensure that your business gets…
Estate Planning Techniques During COVID
This article discusses how the COVID-19 pandemic has resulted in low interest rates and depressed asset values, creating a very unique opportunity for estate planners. Specifically, this article outlines five different strategies to consider utilizing during this time. For example, annual gift tax exclusion, gifting interest, annuity trusts, and intra-family loans are all topics that…
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