Briggs & Veselka provides resources to help businesses and individuals better understand their finances – including an annual tax planning guide, mortgage and other loan calculators, retirement planning advice and more. Whether you’re a newbie or a personal and business finance pro, there’s a Briggs & Veselka resource for you.

Tax Planning Guide

WebTaxGuide Link

Please review the information in the guide by following the link above and note the strategies and tax law provisions that apply to your situation or that you would like to know more about. Then call us with any questions you may have about these or other tax matters.

At Briggs & Veselka, our professionals are well versed in the latest tax laws and tax-reduction strategies and are eager to help you take advantage of them.  Please don’t hesitate to call your B&V tax professional if we can be of help.

IRS Forms and Publications Library
Literature Library

August 2009 Mezzanine Financing
Sheila Enriquez, Audit Shareholder           

February 2009 Document Retention Policy
Johnny Veselka, Tax Shareholder           

November 2008 Preparing for a Year End Audit
Meresa Morgan, Audit Shareholder           

September 2008 Cost Segregation Studies
Kevin Lovins, Tax Shareholder           

August 2008 Corporate Entity Structure
Jason Sanders, Tax Shareholder           

July 2008 Mergers & Acquisitions
Rick Hunter,  Managing Director B&V Capital Advisors           

March 2008 Business Valuations
Mark Schaaf, Tax & Valuation Shareholder           

February 2008 Private Equity Funds
Bob McDonald, Tax Shareholder